Gaming: 'i Think The Fact That Everything Is Scarce Is Fantastic For Us'...
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Nvidia CEO Jensen Huang sat down for a discussion at the Morgan Stanley Technology, Media and Telecom Conference yesterday and spoke on a variety of topics, including his company's place within the gaming industry.
However, the discussion then ranged into AI and data center topics, which is no surprise given Nvidia's recent stratospheric revenue announcements for the data center side of its business.
The company's AI hardware is raking in huge amounts of money at the moment, which is believed to be the primary factor behind current electronics supply chain issues, particularly when it comes to the ongoing memory crisis and wafer production capacity. Nvidia's AI factory revolution is well underway, and it looks to be straining current supply lines to their very limits.
When asked about various constraints upon the AI token economy, including a lack of supply of memory, power, and other factors involved with spinning up huge amounts of AI hardware at an unprecedent rate, Huang responded:
"I love constraints. And the reason for that is because in a world of constraint, you have no choice but to choose the best. You can't squander your choice. If the data centers—if the land power and shell is constrained, you're not going to randomly put something in there just to try it out.
"You're going to put something that you know for certain is going to deliver the tokens per watt, that you know for certain is going to allow you, from the moment you secure the capacity, we're going to be able to stand up an entire factory for you. We're the only company in the world that can come into your company and help you stand up an entire AI factory."
"The second thing is Nvidia is, as you mentioned, working at such a large scale", Huang continued. "One of the things that we do with our capital is to secure supply chain, so that when [Microsoft CEO] Satya [Nadella] asked me to help them stand up a few gigawatts, the answer is no problem.
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"And the reason for that is, I've got all the memories, I've got all the wafers, I got all the CoWoS. I've got all the packaging, I've got all the systems, I've got all the connectors, I got all the cables. Everything from copper to multilayer ceramic capacitors, everything is secured. That's one of the reasons why Nvidia's balance sheet be
Source: PC Gamer
