$NVDA Jensen Huang: "Our architecture is the only accelerated computing archit… · @carrioresearch · TwKit

@carrioresearch

$NVDA Jensen Huang: "Our architecture is the only accelerated computing architecture that is general purpose. We don't specialize on just one algorithm, for example, transformers." "Most of the companies in the world just want to deploy the AI infrastructure so that they can run their business on top of it." On AI labs: "Last year, all we spoke about was OpenAI. Today, we speak about OpenAI, Anthropic," plus Meta and Gemini. On agents: they "think, reason, iterate, use tools, and as a result, consume an enormous amount of tokens," and "the amount of token consumption has gone through the roof." On screen: "One CUDA Architecture. Many Markets. Productive, Fungible, and Durable." NVIDIA's full-stack AI factory sits at the center, ringed by six customer groups: CSPs (AWS, Microsoft Azure, Google Cloud, Oracle Cloud, Meta), AI natives (10K+ startups), neoclouds (CoreWeave, Nebius, Lambda, IREN, Crusoe, Mistral), ODMs and OEMs (Dell, HPE, Lenovo, Foxconn, Quanta, Wistron, Supermicro), AI labs (Anthropic, Gemini, Meta, OpenAI) and enterprise and industrial.

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