Yahoo Finance Nvidia GTC AI conference: What to watch
To say Nvidia (NVDA) is on a hot streak is an understatement. Shares of the AI darling are up a staggering 232 percent over the past 12 months, and 84 percent year-to-date. Tech companies across the world covet its graphics cards like rare jewels, and CEO Jensen Huang is as in demand as some heads of state.
On Monday March 18, Huang will kick off Nvidia’s annual GTC conference with a two-hour keynote at the SAP Center in San Jose, California, outlining what’s ahead for the company through 2024. In prior years, Nvidia has used the show to announce some of its biggest products.
And this year, Nvidia is widely expected to debut its latest graphics architecture and graphics processing chip, kicking off what could be a new rush on the company’s products.
The new architecture, codenamed Blackwell, and GPU, dubbed the B100, are expected to offer far better performance when it comes to running AI models like OpenAI’s GPT-3 than the company’s current top of the line H100 and h200 cards.
Nvidia isn’t exactly hiding its plans for the B100. During the Supercomputer 2023 conference, the company showed off a slide outlining the GPU’s potential performance.
In addition to the Blackwell architecture and B100 card, Nvidia will likely give attendees and viewers a look at the latest advancements to its CUDA software.
The platform, which lets programmers take advantage of a GPU’s processing capabilities for AI and other applications, is an essential part of Nvidia’s overall enterprise strategy and helps lock in developers who build on Nvidia’s software, virtually ensuring they’ll stick with Nvidia’s products in the future.
Nvidia could also announce that it will begin producing its H20 AI chip for the Chinese market. The chip, according to Reuters, is meant to serve as an alternative to Nvidia’s more powerful H100 and H200 chips, which Nvidia is prohibited from shipping to china for fear that the country’s government will use them to produce AI applications for its military.
Those are the big stories we’ll be watching from GTC, but you can likely expect plenty of other announcements and debuts from both Nvidia and its partners.
Yahoo Finance will be on the ground bringing you all of the biggest news from the conference and chatting with some of Nvidia’s top executives. Stay tuned.
Video transcript
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- To say NVIDIA is on a hot streak is an understatement. Shares of the AI darling are up a staggering 232% over the last 12 months and 84% year to date. Tech companies across the world covet its graphics cards like rare jewels. And CEO Jensen Huang is as in demand as some heads of state. And on Monday, March 18, he'll kick off NVIDIA's annual GTC conference with a two-hour keynote at the SAP center in San Jose, California, outlining what's ahead for the company through 2024.
In prior years, NVIDIA has used the show to announce some of its biggest products. And this year, the company is widely expected to debut its latest graphics architecture and graphics processing chip, kicking off what could be a new rush on NVIDIA's products. The new architecture code-named Blackwell and GPU dubbed the B100 are expected to offer far better performance when it comes to running AI models like OpenAI's GPT-3 than the company's current top of the line H100 and H200 cards.
NVIDIA isn't exactly hiding its plans for the B100 either. During the Supercomputer 2023 Conference, the company showed off a slide outlining the GPUs potential performance. In addition to the Blackwell architecture and B100 card, NVIDIA will likely give attendees and viewers a look at the latest advancements to its Cuda software, the platform which lets programmers take advantage of a GPUs processing capabilities for AI and other applications is an essential part of NVIDIA's overall enterprise strategy and helps lock in developers who build on NVIDIA's software, virtually ensuring they'll stick with NVIDIA's products in the future.
NVIDIA could also announce that it will begin producing its H20 chip for the Chinese market. The chip, according to Reuters, is meant to serve as an alternative to NVIDIA's more powerful H100 and H200 chips, which NVIDIA is prohibited from shipping to China for fear that the country's government will use them to produce AI applications for its military. Those are the big stories we'll be watching from GTC, but you can likely expect plenty of other announcements and debuts from both NVIDIA and its partners. Yahoo Finance will be on the ground, bringing you all of the biggest news from the conference and chatting with some of NVIDIA's top executives. Stay tuned.
