Connect with us

Innovation and Technology

Jensen Huang is Nvidia’s Chief Revenue Destruction Officer

Published

on

Jensen Huang is Nvidia’s Chief Revenue Destruction Officer

Is Nvidia Blackwell So Hot That Nobody Wants Hopper?

At this year’s GTC event in San Jose, Nvidia CEO Jensen Huang held over 25,000 people in the palm of his hand, captivated by his vision of AI and how it could transform the world we live in. Some folks in the audience couldn’t keep up and started fiddling with their phones.

The Rise of Blackwell

Jensen half-jokingly said nobody should buy a Hopper GPU now that Blackwell is in full production, playing the role of what he called the company’s "Chief Revenue Destruction Officer." He noted the frustration his sellers would feel upon hearing his advice. Investors did not appreciate his sarcasm either, and the stock is down 2.6% since GTC25 kicked off. However, according to Jensen, AI inference requires 100 times more computing now than a year ago, thanks mainly to the introduction of "reasoning" and agentic AI.

The New Token Boom

In fact, these trends, coupled with incredibly dense infrastructure and software revenue, are creating a new Token Boom that Jensen will harvest as a new revenue boom, in spite of the product churn.

Is Hopper Still Relevant?

While Blackwell is amazingly fast, with up to 40 times more tokens/second for inference, it also requires significant data center power and water cooling upgrades for the AI Factories Jensen is pushing. However, Hopper may be just fine for many AI developers for now. Nvidia has already shipped nearly three times the number of Blackwell GPUs compared to all Hopper chips in 2024. There is no doubt now that the $11B of Blackwell-based systems Nvidia shipped in Q4 is the start of a new demand cycle.

The Importance of Disclosure

Moving to an annual product cycle creates tension, but disclosing the roadmap is essential to prepare the supply chain and ecosystem for the next two years of innovation. No data center can power an 800 Kilowatt rack required for Rubin Ultra today, but they will need to power and cool the beast if they want to remain competitive when Nvidia starts shipping its future racks.

Nvidia Dynamo: Another Defensive Moat?

When the rest of the industry is trying to match (unsuccessfully) Nvidia GPU performance, Nvidia is optimizing the entire AI factory. The new Dynamo "AI Factory OS" and Co-packaged optical networking are two examples.

The Updated Nvidia Hardware Roadmap

Here’s the new Nvidia GPU lineup through 2028. The annual increase in computing power, memory, and networking should be awe-inspiring, but the audience at GTC seemed to have expected nothing less from the company that practically reinvented computing.

Co-Packaged Optical Photonic Scale-out

My colleague Jim McGregor of Tirias Research has already covered this innovation in Forbes, so I won’t belabor the point. The bottom line is that these co-packaged optics were not expected to be ready by any vendor for another couple years. Now Nvidia will ship CPO networking for scale-out to millions of GPUs later this year.

Conclusion

Nvidia is transitioning to its future place in the industry as THE foundational AI company. Jensen showed slides from many large enterprise clients that made this point; each had green icons with up to a dozen Nvidia Inference Micro-Services (NIMS) modules and hardware embedded in their AI stacks; once these green icons are in there, they won’t come out easily.

FAQs

Q: What is Nvidia’s plan for the future of AI?
A: Nvidia is transitioning to its future place in the industry as THE foundational AI company, with a focus on AI inference and scale-out.

Q: Will Hopper still be relevant?
A: While Blackwell is amazingly fast, with up to 40 times more tokens/second for inference, it also requires significant data center power and water cooling upgrades for the AI Factories Jensen is pushing. However, Hopper may be just fine for many AI developers for now.

Q: What is the new Token Boom?
A: The new Token Boom is a result of the trends, coupled with incredibly dense infrastructure and software revenue, creating a new revenue boom for Nvidia.

Disclosures

This article expresses the opinions of the author and is not to be taken as advice to purchase from or invest in the companies mentioned. My firm, Cambrian-AI Research, is fortunate to have many semiconductor firms as our clients, including Baya Systems, BrainChip, Cadence, Cerebras Systems, D-Matrix, Esperanto, Flex, Groq, IBM, Intel, Micron, NVIDIA, Qualcomm, Graphcore, SImA.ai, Synopsys, Tenstorrent, Ventana Microsystems, and scores of investors. I have no investment positions in any of the companies mentioned in this article. For more information, please visit our website at https://cambrian-AI.com.

Continue Reading
Click to comment

Leave a Reply

Your email address will not be published. Required fields are marked *

Innovation and Technology

The Digital Leader: How Technology is Changing the Way We Lead and Operate in a Digital Age

Published

on

The Digital Leader: How Technology is Changing the Way We Lead and Operate in a Digital Age

Introduction

In today’s fast-paced digital age, the way we lead and operate is undergoing a significant transformation. With the rise of technology, leaders must adapt to new strategies and tools to stay ahead of the curve. In this article, we’ll explore the world of tech-enabled leadership strategies, examining how technology is reshaping the way we lead and operate.

The Rise of Digital Leadership

With the proliferation of digital technologies, the role of leaders has evolved. Gone are the days of traditional, hierarchical leadership styles. Today, leaders must be agile, adaptable, and able to navigate the complexities of the digital landscape.

The Shift to Distributed Leadership

One of the most significant shifts in leadership is the move towards distributed leadership. This approach involves empowering team members to take ownership of specific areas, fostering a sense of autonomy and responsibility. As a result, leaders must be willing to cede control and trust their teams to make decisions.

The Power of Data-Driven Decision Making

Another key aspect of digital leadership is the reliance on data-driven decision making. With access to vast amounts of data, leaders can make informed, data-backed decisions, rather than relying on intuition or anecdotal evidence. This shift requires leaders to be comfortable with numbers and analytics, as well as able to interpret complex data.

The Impact of Technology on Leadership

Technology is having a profound impact on the way leaders operate. From collaboration tools to project management software, technology is streamlining processes and enabling greater flexibility and mobility.

The Rise of Virtual Teams

One of the most significant consequences of technology on leadership is the rise of virtual teams. With the ability to communicate and collaborate remotely, leaders can assemble teams from around the world, harnessing diverse skill sets and perspectives. However, this requires leaders to be adept at building trust and fostering a sense of community in virtual spaces.

The Importance of Digital Literacy

As technology continues to evolve, leaders must possess digital literacy skills to stay ahead of the curve. This includes understanding the latest software and tools, as well as being able to navigate complex digital ecosystems. Leaders must be willing to continuously update their skills and knowledge to remain relevant in the digital age.

Conclusion

In conclusion, the world of leadership is undergoing a significant transformation, driven by the rapid pace of technological change. To succeed in this new landscape, leaders must be agile, adaptable, and willing to evolve. By embracing tech-enabled leadership strategies, leaders can harness the power of technology to drive innovation, increase efficiency, and build strong, agile teams. It’s time to adapt, innovate, and thrive in the digital age.

FAQs

Q: What does the rise of digital leadership mean for traditional leadership styles?

A: Traditional, hierarchical leadership styles are being replaced by more distributed, collaborative approaches that empower team members to take ownership of specific areas.

Q: How can leaders develop their digital literacy skills?

A: Leaders can develop their digital literacy skills by staying up-to-date with the latest software and tools, attending workshops and training sessions, and seeking guidance from IT professionals or digital experts.

Q: What are the benefits of data-driven decision making?

A: Data-driven decision making enables leaders to make informed, data-backed decisions, reducing the risk of bias and improving the accuracy of their decisions.

Q: How can leaders build trust and foster a sense of community in virtual teams?

A: Leaders can build trust and foster a sense of community in virtual teams by prioritizing open communication, setting clear expectations, and encouraging regular check-ins and feedback.

Continue Reading

Innovation and Technology

FBI Alert Issued As Time Traveling Hackers Attack—Act Now

Published

on

FBI Alert Issued As Time Traveling Hackers Attack—Act Now

How Time Travel And The FBI Are Mixed Up In Medusa Attacks

A Quick Recap of the Medusa Ransomware Attacks

Medusa, a type of ransomware, has been known to impact at least 300 critical infrastructure targets. It uses social engineering and unpatched software vulnerabilities as part of its exploit campaign. The FBI has issued a critical security advisory, outlining tactics, techniques, and procedures, indicators of compromise, and detection methods associated with the Medusa attacks.

Time Travel Hacking Technique

Boris Cipot, a senior security engineer at Black Duck, revealed that Medusa attackers are creatively abusing system misconfigurations in their efforts to bypass security controls. The attackers have been using a time travel hacking technique, which involves changing the system date to a time when a security certificate, which signed a certain driver, was still valid. This allows the attackers to load the expired driver, which would normally be rejected by the system.

Mitigating the Time Travel Hackers

To mitigate this kind of time travel hackery, Cipot advised that organizations need a combination of best-in-class endpoint protection, strict policy enforcement, and proactive monitoring. Detection of system configuration changes is also essential, as it’s the system time changes that proved central to the failure of security protections in the case of the Medusa attacks. Additionally, Windows should be configured to enforce strict revocation checks for signed drivers, blocking the expired certificates.

FBI’s Advice on Mitigating Medusa Attacks

The FBI has advised users to:

  • Enable two-factor authentication for all services where possible, particularly for webmail, virtual private networks, and accounts that can access critical systems.
  • Employ long passwords on all accounts that require them.
  • Refrain from imposing a requirement for frequent password changes.
  • Keep all operating systems, software, and firmware up to date.
  • Patching should be prioritized for internet-facing systems where a known vulnerability is concerned.
  • Identify, detect, and investigate any abnormal activity that could indicate a potential network traversal of the ransomware.
  • Monitor systems for unauthorized scanning and access attempts.
  • Filter network traffic to prevent unknown or untrusted actors from accessing remote services on internal systems.
  • Audit all user accounts with administrative privileges and configure access controls according to the principle of least privilege.
  • Disable command-line and scripting activities and permissions along with all unused ports.

Conclusion

It’s clear that the Medusa attacks are a serious threat to critical infrastructure targets. The use of a time travel hacking technique is a new and innovative way for attackers to bypass security controls. It’s essential that organizations take the FBI’s advice and take proactive measures to mitigate the risk of a Medusa attack.

Frequently Asked Questions

Q: What is Medusa ransomware?
A: Medusa is a type of ransomware that uses social engineering and unpatched software vulnerabilities as part of its exploit campaign.

Q: How do attackers use time travel hacking?
A: Attackers use a time travel hacking technique, which involves changing the system date to a time when a security certificate, which signed a certain driver, was still valid.

Q: How can I protect my systems from Medusa attacks?
A: Enable two-factor authentication, employ long passwords, keep all operating systems, software, and firmware up to date, and patching should be prioritized for internet-facing systems where a known vulnerability is concerned.

Continue Reading

Innovation and Technology

Breaking Down Barriers: Inclusive Design Solutions for People with Disabilities

Published

on

Breaking Down Barriers: Inclusive Design Solutions for People with Disabilities

Are you seeking innovative ways to create a more inclusive environment for people with disabilities? In this article, we’ll explore the importance of inclusive design solutions and showcase cutting-edge software and platforms for DEIA (Diversity, Equity, Inclusion, and Accessibility).

The Need for Inclusive Design

According to the World Health Organization (WHO), approximately 15% of the global population, or 1 billion people, live with a disability. Inclusive design is crucial for creating an environment where everyone can thrive, regardless of their abilities. By incorporating accessibility features, businesses and organizations can increase customer loyalty, improve employee engagement, and ultimately, drive growth.

Breaking Down Barriers: Inclusive Design Solutions

Inclusive design solutions focus on integrating accessibility features into the design process. This approach ensures that products, services, and environments are accessible to everyone, regardless of their abilities. Some effective inclusive design solutions include:

1. Color Contrast

Color contrast is a crucial aspect of inclusive design, as it helps people with visual impairments read and understand information. By using high contrast colors, businesses can improve the readability of their content and create a more accessible environment.

2. Clear Navigation

Clear navigation is essential for people with mobility impairments, allowing them to easily navigate through digital platforms and physical spaces. By incorporating clear and consistent navigation, businesses can improve the user experience and increase accessibility.

3. Audio Description

Audio description is a powerful tool for people with visual impairments, allowing them to access multimedia content, such as videos and podcasts. By incorporating audio description, businesses can increase accessibility and reach a wider audience.

Software and Platforms for DEIA

There are numerous software and platforms available for DEIA, each offering unique features and functionalities. Some popular options include:

1. Accessible Digital Solutions (ADS)

ADS is a cutting-edge platform that provides accessible digital solutions for businesses and organizations. With ADS, users can create and customize accessible content, improve user experience, and increase accessibility.

2. Inclusive Design Toolkit (IDT)

IDT is a comprehensive toolkit designed to help businesses and organizations create inclusive design solutions. With IDT, users can access a range of resources, including guidelines, best practices, and case studies.

Conclusion

In conclusion, inclusive design solutions are crucial for breaking down barriers and creating a more accessible environment for people with disabilities. By incorporating accessibility features into the design process, businesses and organizations can increase customer loyalty, improve employee engagement, and drive growth. Whether you’re looking to create a more accessible digital platform or improve your physical space, there are numerous software and platforms available to help you achieve your goals.

FAQs

Q: What is inclusive design?

A: Inclusive design is the process of creating products, services, and environments that are accessible to everyone, regardless of their abilities.

Q: Why is inclusive design important?

A: Inclusive design is important because it helps to create a more accessible environment for people with disabilities, improving their overall user experience and increasing their ability to participate in society.

Q: What are some effective inclusive design solutions?

A: Some effective inclusive design solutions include color contrast, clear navigation, and audio description.

Q: What software and platforms are available for DEIA?

A: There are numerous software and platforms available for DEIA, including Accessible Digital Solutions (ADS) and Inclusive Design Toolkit (IDT).

Q: How can I get started with inclusive design?

A: To get started with inclusive design, begin by identifying the needs of your target audience and incorporating accessibility features into your design process. You can also seek guidance from experts in the field of inclusive design and explore software and platforms available for DEIA.

Continue Reading
Advertisement

Our Newsletter

Subscribe Us To Receive Our Latest News Directly In Your Inbox!

We don’t spam! Read our privacy policy for more info.

Trending