cover of episode Nvidia Part III: The Dawn of the AI Era (2022-2023)

Nvidia Part III: The Dawn of the AI Era (2022-2023)

2023/9/6
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本集探讨了Nvidia在过去18个月中，特别是自2022年以来，在人工智能革命中所扮演的关键角色。从大型语言模型（LLM）的突破性进展，到Nvidia的GPU和CUDA平台如何成为AI发展的核心驱动力，以及Nvidia如何抓住这一机遇成为万亿美元公司，都进行了深入分析。同时，还探讨了Nvidia在数据中心领域的战略布局，包括收购Mellanox，推出Grace CPU，以及推出DGX云服务等举措，这些举措共同构成了Nvidia在AI时代取得成功的关键因素。 本集详细回顾了深度学习技术的发展历程，特别是AlexNet的出现如何开启了GPU在AI领域的应用，以及Transformer架构的出现如何进一步推动了大型语言模型的发展。此外，还探讨了OpenAI的成立以及与微软的合作，以及这些事件如何与Nvidia的硬件和软件发展紧密相连。 Jensen Huang认为，大型语言模型的出现是AI领域的iPhone时刻，Nvidia的GPU和CUDA平台为这一革命提供了必要的计算能力。Nvidia的战略目标是成为数据中心计算的领导者，并通过提供全栈解决方案，从芯片到软件到云服务，来满足客户的需求。Nvidia的成功，不仅在于其硬件的性能优势，更在于其对软件和生态系统的长期投入，以及对市场趋势的准确把握。

Deep Dive

Chapters
The "big bang" moment for AI was in 2012 with AlexNet, a machine learning algorithm that used NVIDIA GPUs. This breakthrough led to the dominance of Google and Facebook in AI research, raising concerns about a duopoly. In response, Elon Musk and Sam Altman founded OpenAI in 2015, aiming to democratize AI.
  • AlexNet's success in 2012 marked a turning point in AI.
  • Google and Facebook dominated AI research, primarily for ad targeting and social media.
  • OpenAI was founded in 2015 to address concerns about a Google-Facebook AI duopoly.

Shownotes Transcript

It’s a(nother) new era for Nvidia.

We thought we’d closed the Acquired book on Nvidia back in April 2022. The story was all wrapped up: Jensen & crew had set out on an amazing journey to accelerate the world’s computing workloads. Along the way they’d discovered a wondrous opportunity (machine learning powered social media feed recommendations). They forged incredible Power in the CUDA platform, and used it to triumph over seemingly insurmountable adversity — the stock market penalty-box.

But, it turned out that was only the precursor to an even wilder journey. Over the past 18 months Nvidia has weathered one of the steepest stock crashes in history ($500B+ market cap wiped away peak-to-trough!). And, it has of course also experienced an even more fantastical rise — becoming the platform that’s powering the emergence of perhaps a new form of intelligence itself… and in the process becoming a trillion-dollar company.

Today we tell another chapter in the amazing Nvidia saga: the dawn of the AI era. Tune in!

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