¨This Will Cause A Once In A Lifetime Pump To Nvidia Stock..¨ - Nvidia CEO

[Music] I think the market wanted more on Blackwell they wanted more specifics and I'm trying to go through all of the call and the transcript it seems like a very clearly this was a production issue and not a fundamental design issue with Blackwell but the deployment in the real world what does that look like tangibly and is there a sort of delay in the timeline of that deployment and thus revenue from that product that's just the fact that I was so clear and it wasn't clear enough kind of tripped me up there right away and so so let's see we uh we made a mass change to improve the yield functionality of Blackwell is wonderful we're sampling Blackwell all over the world today uh we um uh show people uh giving tours to people uh of the Black Wall Systems that we have up and running uh you could find pictures of blackwall systems um all over the web uh we have started volume production uh volume production will ship in Q4 Q4 we will have billions of dollars of Blackwell revenues and um we will ramp from there we will ramp from there the demand for Blackwell far exceeds its supply of course in the beginning uh because the demand is so great uh but we're going to have lots and lots of supply and uh we will be able to ramp uh starting in Q4 we have billions of dollars of revenues and we will ramp from there into q1 into Q2 and through next year we're going to have a great next year as well Jensen what is the demand for Accelerated Computing beyond the hyperscalers and meta hey everyone welcome back to the channel today we're diving into some major updates from Nvidia especially around their new Blackwell technology and what it means for the future first off Nvidia has been working through some production hiccups with Blackwell but the good news is they're still on track to start shipping by Q4 despite these delays the demand for Blackwell is off the charts Nvidia is expecting billions in revenue from this Tech and plans to ramp up production significantly through the next year accelerated Computing is a key area of focus and nvidia's technology is crucial across a variety of applications it's not just about hyperscalers Blackwell and other Nvidia products are vital for generative AI database processing scientific simulations and more this wide- ranging utility is helping Drive strong interest especially with Nvidia ind's Sovereign AI sales governments around the world including Japan India and Canada are investing heavily in their own AI infrastructure which is boosting nvidia's business Energy Efficiency is another major talking point Blackwell is designed to be much more efficient than previous models offering better performance per watt and incorporating Advanced cooling solutions like liquid cooling this means more power efficient operations which is crucial as AI models and computational needs continue to grow hyperscalers represent about 45% of our total Data Center business we're relatively Diversified today we have hyperscalers uh we have uh internet service providers we have uh Sovereign AIS we have um Industries Enterprises so it's fairly fairly Diversified uh aside outside of hyperscalers is the other 55% now uh the application use across all of that all of that data center uh starts with accelerated Computing accelerated Computing uh does everything of course from uh well the the the models the things that we know about which is generative Ai and that gets most of the attention um but at the core we also do uh database processing pre and postprocessing of of of data before you uh use it for generative AI um transcoding scientific simulations computer Graphics of course image processing of course and so there's tons of applications that people use are uh accelerated Computing for and one of them is uh generative Ai and so let's see what else can I say I I think that's uh let me jump in Jensen please on on Sovereign AI you and I've talked about that before and it was so interesting here's something behind it that in this fiscal year there will be low double digit I think you said billions of dollars in Sovereign AI sales but to the lay person what does that mean it means deals with specific governments if so where it's not necessarily uh sometimes it's uh deals with um a particular a regional service provider that's been funded by the government and often times that's the case in the case of in the case of Japan for example the the Japanese uh government came out and uh offered um uh subsidies of uh a couple billion dollars I think uh for several different uh internet companies and Telos to be able to fund their AI infrastructure uh India has a a sovereign AI initiative going and they're uh building their AI infrastructure uh Canada uh the UK France Italy um I'm missing somebody uh Singapore Malaysia uh you know a large number of countries are subsidizing their Regional data centers so that they could become able to uh build out their AI infrastructure they recognize that their country's uh knowledge their country's data Digital Data is also their natural resource not just the land they're sitting on not just the air above them uh but they they realize now that their their digital knowledge is part of their natural and National resource and they had to harvest that and process that and transform it into their National digital intelligence and so this is a this is what we call Sovereign AI you could imagine almost every single country in the world uh will eventually recognize this and build out their AI infrastructure Jensen you use the word resource and that makes me think about the energy requirements here I think on the call you did you talked about how the Next Generation models will have many orders of magnitude greater compute needs but how will the energy needs increase and what is the advantage you feel Nvidia has um in in that sense well the most important thing that we do is increase the performance of and increase the performance and efficiency of our next Generation so Blackwell is many times more performant than Hopper at the same level of power used and so that's Energy Efficiency more performance with the same amount of power or same performance at a lower power and that's number one and uh the second is using uh Luc cooling we support air we support air cooling we support liquid cooling but liquid cooling is a lot more energy efficient and so so the combination of that all of that you're going to get a pretty large uh pretty large step up uh but the important thing to also realize is that AI doesn't really care where it goes to school and so increasingly we're going to see AI be trained somewhere else have that model come back and be used near the population or even running on your uh PC or your phone and so we're going to train large models but the goal is not to run the large models necessarily all the time you can you can surely do that for some of the premium services and the very high value AI um but it's very likely that these large models would then help to train and teach smaller models and what we'll end up doing is have one large uh you know few large models uh that are able to train a whole bunch of small models and they run everywhere Jensen you explained clearly that demand to build generative AI product on models or even at the GPU level is greater than current Supply in Blackwell's case in particular explain the supply Dynamics to me for your products and whether you see an improvement sequentially quarteron quarter or at some point by the end of fiscal year into next year well the fact that we're growing would suggest that our supply is improving and our supply chain is is uh quite large one of the largest Supply chains in the world uh we have incredible partners and they're doing a great job supporting us in our growth um as you know we're one of the fastest growing technology companies in history and none of that would have been possible without very strong demand but also very strong Supply uh we're expecting Q3 to have more Supply than Q2 we're expecting Q4 to have more Supply than Q3 and we're expecting q1 to have more Supply than Q4 and so I think our supply our supply condition going into next year will be an will be a large improvement over this last year um with respect to demand uh uh blackw is just such a leap and and there's several things that are happening you know just the foundation model makers themselves the size of the foundation models are growing from hundreds of billions parameters to trillions of parameters uh they're also learning more languages instead of just learning human language they're learning the language of images and sounds and um uh videos and they're even learning the the language of 3D graphics and and whenever they are able to learn these languages they can understand what they see but they can also generate what they're asked to generate and so uh they're learning the language of proteins and chemicals and and physics um you know it could be fluids and it could be particle physics and and so they're learning all kinds of different languages or learn the meaning of what we call modalities but basically learn languages and so so these models are growing in size they're learning from more data and there are more model makers uh than there was a year ago and so the number of model makers have grown substantially because of all these different modalities and so that's just one just the Frontier Model the the foundation model makers themselves have really grown tremendously and then the generative AI Market has really Diversified you know beyond the internet service makers to startups and now Enterprises are jumping in and uh different different countries are jumping in so the demand is really growing on the supply side Nvidia is making strides they're seeing improvements quarter over quarter with expectations for increased Supply moving forward this is key as they work to meet the soaring demand for their technology lastly Nvidia is sticking with its strategy of embedding its technology within existing Cloud platforms like Google Cloud Azure and AWS they're not aiming to become a cloud provider themselves but are focused on ensuring their technology integrates seamlessly Within These major Cloud environments this approach helps them deliver the best performance while also leveraging their own cloud services for internal AI research and development that's it for today's update nvidia's Blackwell is set to make a significant impact and their strategies for Energy Efficiency supply chain improvements and Cloud integration are shaping up nicely what are your thoughts on these developments let me know in the comments below and don't forget to like And subscribe for more Tech updates back in the day Nvidia was the driving force behind Tesla's Cutting Edge technology these gpus powered Tesla cars until the company eventually developed their own in-house systems now these original Nvidia cards have become legendary collector's items fetching big bucks on the black market for example one particular model is currently selling for $199,000 and some rare additions have even been sold for hundreds of thousands of dollars now's your chance grab yours from the link below but Act Fast stock is extremely Limited [Music]