At the Global Technology Conference (GTC) hosted by NVIDIA this week, the company's founder and CEO, Jensen Huang, gave a confident speech, stating that the company would achieve greater success in the data center market.
Huang said at an investor event held on Tuesday that NVIDIA is in a favorable position with its broad range of chip and software products, and is expected to dominate the global data center equipment market. He estimated that the global annual investment in data center equipment will reach $250 billion, with NVIDIA's product share surpassing that of other competitors.
This declaration attracted market attention, with NVIDIA's stock performing strongly in Tuesday's trading, closing with a gain of more than 1%.
In his speech, Huang highlighted NVIDIA's newly released Blackwell architecture GPU, touted as one of the world's most powerful AI chips. The first GPU of the Blackwell architecture, the B200, achieved a 25-fold improvement in cost and energy consumption and a 30-fold increase in inference capability, setting a new industry standard. He emphasized that the launch of this architecture marks a great leap in NVIDIA AI chip computing power, hailed by the industry as the new Moore's Law.
Compared to the previous Hopper architecture, Blackwell's performance improvement is significant. Huang illustrated that training a GPT model with 1.8 trillion parameters only requires 2000 GPUs with Blackwell architecture, whereas it would need 8000 GPUs with the Hopper architecture. This comparison highlights the significant advantages of Blackwell in terms of performance and energy efficiency.
Huang revealed that giants such as Amazon Web Services (AWS), Google, Microsoft, and Oracle are already prepared to support Blackwell, showing the industry's recognition and anticipation of this new technology.
In addition to chip technology, NVIDIA also showcased a series of new products and ecosystems, including the humanoid robot foundational model Project GR00T, and the new humanoid robot computer Jetson Thor, demonstrating the company's comprehensive layout and development strategy in the AI field.
