NVDA: Financial Times interview of Jensen Huang

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https://www.ft.com/content/8f400d12-69fd-4ec1-b02c-b699ee1a3…

A very informative interview from June 6, 2017. A must listen for NVDA shareholders or prospective shareholders.

Takeaways:

  1. Why CPUs are reaching their limit (Moore’s Law)

  2. Why GPU performance improvements will continue.

  3. World is standardizing on GPUs for processing parallel tasks.

  4. AI in data centers are going to be huge but this will be small compared to how huge AI will be in distributed AI devices at the edge. Autonomous cars are an early example of AI at the edge. Huang says there will be a trillion IoT devices that need some AI capability.

  5. Key factors to NVDA’s strategy are discussed.

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