"Somebody has to innovate; we can't all sponge off somebody else." Jen-Hsun Huang

Posted by Dobrien 7 years, 1 month ago to Technology
33 comments | Share | Best of... | Flag

Sales of GPUs into the gaming market rose 40%, year over year, to $1.348 billion. Sales of the company's products for data center were up 67% from the prior-year period, and up 23% from the prior quarter, at $296 million. More data on the quarter is available in a document of commentary from CFO Colette Kraus on Nvidia's IR Web site.

CEO Jen-Hsun Huang was kind enough to talk with me by phone following the report. "I think that the results show we are the fastest growing technology company in the world," he said. "We had a record quarter, a record year, and all of our businesses are growing."

Said Huang, "this is the beginning of an exciting new period in computing," based on his belief that artificial intelligence, and ways of achieving it, such as deep learning, are taking over all of software.

"A.I. is just the future of software," says Huang, in reply to my question as to whether deep learning showed up in other parts of the business besides just the "data center" product line.

Well, that's an interesting question. The most important thing that's happening is A.I. computing. Data center tripled. This is just beginning. More and more of the game developers are using A.I. to control bots, and animation, and the list goes on. In self-driving car business, if not for A.I., it would be complete nonstarter. In the enterprise business, you see healthcare with imaging, and the large pharma companies that are looking into A.I. Across the board, A.I. is going to revolutionize every industry. A.I. is just the future of software.

I asked Huang about a contention made by NXP Semiconductors (NXPI) CEO Rick Clemmer, in an interview I did with him last month at the Consumer Electronics Show in Las Vegas. Clemmer told me he doesn't think any auto maker would support putting Nvidia chips cost $3,000 into automobiles to support self-driving computation.

Huang replied, "He's missing it by a factor of 10," by which he meant Nvidia self-driving approaches require chips costing hundreds, not thousands. "We have a Level 3 [autonomy] solution in one chip, and that's a couple to three hundred dollars. Next year, we'll have Level 4 in one chip. So, you're talking, $300, $400, maybe $500.

Huang added that for Level 5 autonomy, which means full autonomy, with no person doing anything, it would require "several chips," by which he meant four of the Xavier" modules he showed off at CES. "But that's Level 5, without a driver at all." When I asked how much that might cost, he conceded it might be several thousands of dollars.

"Okay, so, he wasn't entirely right," Huang said of Clemmer.

I also asked about Nvidia competitor Advanced Micro Devices (AMD) making a new push into data center applications. AMD has claimed that Nvidia's software technology for programming machine learning, CUDA, is not open enough. I phrased it as "open source."

Huang shot back, "CUDA is open source, everyone can access it -- and every application for deep learning has been ported to CUDA."

He rattled off the ways in which CUDA has become a foundational technology:

They [developers] are going to use the deep learning frameworks, the quantum chemistry code, the imaging processing code. I think they're [AMD] missing the point. The key point that is really important is that what's really changed about our company's business is we are not just a GPU chip company. We've spent the last decade building up our platforms. That includes NCCL, TensorRT [etc.]. That was a decade endeavor for us.

But, I replied, AMD's contention would seem to be that Nvidia alone controls CUDA, that some cloud computing companies are concerned the platform is not "open enough."

Replied Huang, "Somebody has to innovate; we can't all sponge off somebody else."


Add Comment

FORMATTING HELP

All Comments Hide marked as read Mark all as read

  • Posted by hattrup 7 years, 1 month ago
    I think "computer assisted" driving will be quite popular with the people as they get older. Probably one of the technologies that will have a high early adopter rate for people in their 70's or 80's.
    It will be interesting to see how those that license the use of roads adapt to this driving assistance technology.
    Reply | Mark as read | Best of... | Permalink  
    • Posted by $ blarman 7 years, 1 month ago
      Having ridden with my wife's grandmother when she was 90+, I can only hope that many older people will opt to allow the car to drive for them. It will be safer for the rest of us!
      Reply | Mark as read | Parent | Best of... | Permalink  
  • Posted by $ Olduglycarl 7 years, 1 month ago
    Interesting Dob...still not sure I want anything doing anything For Me...I'm unpredictable and do not fit anyone's mold. It frustrates me to no end when something wrongly anticipates my moves and intentions.
    Lately, I've caught my laptop or a program doing things I didn't ask it to do...I won't go into my responses!
    But, I can see where AI will be beneficial for some...just leave me alone...I don't want to loose all those dendrite connections I've worked so hard to create in my head.
    Reply | Mark as read | Best of... | Permalink  
    • Posted by 7 years, 1 month ago
      I am with you OUC, I am always late to adapt to new technologies in my personal life except for this iPad.
      I just loved his "we can't all sponge off of somebody else"
      Reply | Mark as read | Parent | Best of... | Permalink  
      • Posted by Herb7734 7 years, 1 month ago
        I hate new technologies. It means that I have to waste time learning new procedures about stuff I have no interest in. Don't misunderstand, I'm not against improved procedures, but can't they adapt the new stuff using the old procedures? I'm low on time and need to make every second as pleasurable as possible.
        Reply | Mark as read | Parent | Best of... | Permalink  
        • Posted by $ CBJ 7 years, 1 month ago
          Most new personal technologies are optional, you can pick and choose which ones you adopt and which you don't. I drive a 19-year-old car and listen to music on its cassette tape player.
          Reply | Mark as read | Parent | Best of... | Permalink  
          • Posted by Herb7734 7 years, 1 month ago
            We have much in common. My mini van is 12 - just entering its teens. Although the wife just bought a new car with what seems like 100 new gadgets including a back-up camera even though it has a rear window. What I hate are new or additional computer version stuff in particular. Well, WTH Am I an old fogey, or what?
            .
            Reply | Mark as read | Parent | Best of... | Permalink  
            • Posted by $ CBJ 7 years, 1 month ago
              A back-up camera is the only feature I wish was on my car. You never know what might be behind you in a Las Vegas parking lot! :-)
              Reply | Mark as read | Parent | Best of... | Permalink  
              • Posted by 7 years, 1 month ago
                Funny in Vegas for a little r and r with my wife a couple weeks ago we rented a car to explore the valley of fire . The car had a rear view camera and
                It was nice.

                The AI for automated driving that's is coming will operate with up to Eight cameras will incorporate gps and a data base of road information plus other sensors.
                Reply | Mark as read | Parent | Best of... | Permalink  
            • Posted by $ Olduglycarl 7 years, 1 month ago
              What I don't like about my wife's 16 Escape is that simple things are now made difficult and multi-layered...ex, resetting the trip odometer...it's not intuitive, not simple and if you don't do it, you don't get an accurate mileage read out.
              Reply | Mark as read | Parent | Best of... | Permalink  
              • Posted by Herb7734 7 years, 1 month ago
                My wife, being as old as me has shrunken to about 4'11", and the steering wheel on most cars hits her in the face if she reaches the pedals. The only car we found with adjustable pedals in the top of our price range was the Ford Taurus. In order to get the model with the adjustable pedals we had to get the big electronics package which took her a few weeks to learn. Of course it would have only taken me a few months. Also it came with a big 288 hp engine. She never had such a powerful car before and she now drives onto an intersection making a left like the proverbial bat outa hell.
                Reply | Mark as read | Parent | Best of... | Permalink  
          • Posted by freedomforall 7 years, 1 month ago
            Wow, CBJ, my car is only 18 this year ;^)
            But I did replace it's audio system about 18 months ago so I can use flash drives to carry my faves. Now where did I lose that flash drive?
            Anybody wanna buy an 18 year old Bose audio system for a Mazda?
            Reply | Mark as read | Parent | Best of... | Permalink  
            • Posted by $ CBJ 7 years, 1 month ago
              I have an adapter for my car tape deck that allows me to connect it to a portable CD player or an MP3 player. It's an awkward setup and takes up half the front passenger seat, so I only use it when driving by myself.
              Reply | Mark as read | Parent | Best of... | Permalink  
              • Posted by freedomforall 7 years, 1 month ago
                I had an electronic cassette with a wire to plug in to my smart phone before I upgraded. Worked pretty well, small, and light weight. Just mount the phone on the dash and play Atlas Shrugged from the android phone through the cassette. Now my gf uses it in her 13 yr old car. Is that like yours?
                Reply | Mark as read | Parent | Best of... | Permalink  
                • Posted by $ CBJ 7 years, 1 month ago
                  That's what I have. I haven't tried plugging it into my smart phone (I have a very cheap and restricted data plan), but it works just fine with my CD and MP3 players.
                  Reply | Mark as read | Parent | Best of... | Permalink  
                  • Posted by freedomforall 7 years, 1 month ago
                    I bought a used verizon smartphone a few years ago. I use zero data - phones just can't be computers for me due to form and size. It does a good job as a gps with maps installed on the phone though. While I can see the advantage to having web access when out shopping, I haven't used a phone yet that had a good interface- holier than holy Iphones included.
                    Reply | Mark as read | Parent | Best of... | Permalink  
  • Posted by LibertyBelle 7 years, 1 month ago
    Ultimately, an actual living being has to be involved
    somewhere. Computers (and other machines) have
    only the information which is fed into them. Unex-
    pected things occur; an actual living entity, a liv-
    ing brain can figure out what to do then.
    Reply | Mark as read | Best of... | Permalink  

FORMATTING HELP

  • Comment hidden. Undo