Dylan Patel’s Information Machine
On a mid-March Monday morning, thousands of hardware geeks – computer science students, hyperscaler execs, accelerator architects – assembled under a formidable Jensen Huang. Welcome to the accelerator industry’s favorite conference, Nvidia GTC. A WWE-style championship belt was projected onto a 100-foot wall behind Huang. Mid-keynote, he pulled up Nvidia’s performance metrics. “This is from SemiA
On a mid-March Monday morning, thousands of hardware geeks – computer science students, hyperscaler execs, accelerator architects – assembled under a formidable Jensen Huang. Welcome to the accelerator industry’s favorite conference, Nvidia GTC. A WWE-style championship belt was projected onto a 100-foot wall behind Huang. Mid-keynote, he pulled up Nvidia’s performance metrics. “This is from SemiAnalysis. This is the largest, most comprehensive sweep of AI inference that has ever been done.” The chart, advertising 50x increased performance on Nvidia’s GB300 NVL72, depicted a decisive Nvidia…
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