Jensen Huang outlined his imaginative and prescient of Europe’s future at Nvidia’s international convention in Berlin on Wednesday. It consists of robotics, AI brokers, and modular data centers, with Nvidia unsurprisingly powering all of it.
“To be a part of this AI economic system, you don’t wish to simply be consuming the AI. You wish to be producing the AI,” he instructed the 4,000-strong crowd at Nvidia’s GTC. “We are able to do all of that right here in Europe.”
The final GTC, held in San Jose, California, in March, was all about AI inference and extra environment friendly compute. Seven months later, the main target has switched to energy, brokers, and bodily AI. There have been even some cute little Microduck robots—made by current Nvidia acquisition Hugging Face—doing Huang’s bidding on the finish of his 90-minute pitch.
Huang’s first massive announcement was a modular “AI manufacturing unit” referred to as the DSX Pod. It’s a “plug-and-play” choice for constructing AI information facilities, with every thing arriving already assembled in a big metallic container and filled with Nvidia’s newest Vera Rubin compute racks. It may be introduced on-line in 14 days, as a substitute of taking months or years to assemble. That will are available in particularly useful in Europe, the place infrastructure projects are notoriously sluggish. Huang mentioned the DSX Pod would additionally slash the period of time compute sits idle in a knowledge middle as it would come on-line faster. “It is a full transformation,” he mentioned.
The speech, delivered at Berlin’s Tempodrom, a venue impressed by a circus tent with the lighting of a gamer’s den, veered between promoting laptops and sweeping predictions, with Nvidia offered as the basic expertise supplier to each business. At one level, two Greenpeace protesters stood up and unfurled a banner studying “Clear up your soiled enterprise.” Huang instructed his safety crew to “Go simple” as they have been marched out.
Humanoid robotics would be the “subsequent nice business,” Huang mentioned, arguing that Europe was well-placed to guide on it attributable to its manufacturing heritage. However bodily AI goes approach past robotics, Huang identified, explaining that even telecom operators are including Nvidia GPUs to their cell towers. He additionally introduced partnerships with European carmakers VW and Mercedes on AVs.
Nvidia is making an analogous transfer in humanoid robotics, with Huang asserting the launch of a full-stack robotics platform to standardize configuration. It additionally plans to launch a preconfigured reference robotic, Agile One, out there within the first quarter of subsequent 12 months, to assist builders begin constructing bodily AI techniques. “That is your nice alternative,” he mentioned.
On mannequin utilization, Huang predicted: “Each firm sooner or later will use each closed fashions in addition to open fashions that you just customise.” He showcased Nvidia’s personal open-source fashions as hitting frontier efficiency as soon as personalized on a corporation’s proprietary information.
He additionally predicted that brokers would imply there can be extra customers of software program instruments than ever earlier than, and mentioned brokers’ reasoning, iteration, and power use are pushing token consumption and demand for computing—and Nvidia GPUs—larger.
In case the 90-minute speech was too technical, it ended with an AI-generated Eurovision music summing up what Huang had simply introduced. The speech was simpler to observe, to be honest.
