NVDA: Unlocking secrets of the universe

https://blogs.nvidia.com/blog/2018/02/06/ai-gravitational-wa…

This is from the NVDA blog.

The NCSA scientists are pioneering the use of GPU-accelerated deep learning to detect and interpret gravitational waves, ripples in the fabric of space and time caused by exploding stars, colliding black holes, and even the birth of the universe itself.

Their work, which uses simulations run on traditional supercomputers to train AI, has the potential to speed scientific discovery by slashing the time and computational resources needed to analyze gravitational waves and the astronomical events that cause them. As a result, researchers can spot waves that previously went undetected and to probe them more deeply, putting us closer to understanding how the universe works…

…Albert Einstein predicted the existence of gravitational waves more than a century ago. But it wasn’t until 2015 that researchers using the Laser Interferometer Gravitational-Wave Observatory (LIGO) first detected them. That discovery earned three of LIGO’s creators the 2017 Nobel Prize in Physics. (See “Physicists Win Nobel Prize for GPU-Powered Gravity Wave Detection.”)…

…Huerta and George used simulations of black hole collisions run on the GPU-powered Blue Waters supercomputer, real LIGO data and an NVIDIA DGX-1 AI supercomputer to train a neural network to replace the hand-coded filters. When they put their method into practice — using NVIDIA TensorRT for fast inferencing — it was quicker than real time, analyzing a second of data in less than a millisecond.

…NCSA’s new technology could help usher in a new era in astronomy that combines LIGO with other instruments to fathom the universe’s mysteries. It’s just one example of how AI is accelerating scientific discovery in fields like neutrino physics, biology, meteorology

We (humans) are still asking the questions and using AI as a tool to enable us to find the answers that could not be found before. One day AI will reach a point where it will come up with the relevant questions on its own. When AI reaches that point, progress and discovery will happen incredibly fast, so fast that it’s hard to imagine.

Chris

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FYI, NVDA is reporting after market close on Feb 08, 2018.

Due to the crypto bump, there was a large increase in demand at retail for Nvidia gaming cards. Even today, most online retailers are selling at 2x MSRP. I am expecting Gaming revenues to top last quarter’s record of $1,561M.

Auto revenues have been mostly flat, $140M - $142M - $144M, the last three quarters. There has been many announcements lately. We’ll have to see how much revenue came with these announcements. IMO, this will be the most important number going forward.

Datacenter has a huge number last quarter ($501M, up 108% YoY and 20% QoQ). IDK if this trend will continue.

Estimates are for $1.16 earnings and $2.68B revenue. I expect NVDA to significantly beat these numbers. I do have concerns that much of the beat is already priced in.

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Analysts, like they have last quarter, will not like all the cryptocurrency, despite the fact that cryptocurrency would be replaced by gaming demand if the cryptominers did not have a higher value use for the cards than gamers.

Auto will probably be stagnant. I forget the date, but I don’t think the latest auto chip is shipping yet, sometime in 2018 it will ship, probably next q.

All these auto chips are being used for prototypes ad tests presently. What we might see is a pick up in auto demand end of 2018, early 2019 when we finally start to see the early deployments of cabs and the like in more controlled area scenarios. Things should start rolling out from there .

Musk has failed to do his CA to NYC autonomous trip that he promised he would do. This indicates that the tech was not capable of doing so, or he clearly would have done so. The estimates most partners are giving is 2021 as the start of the inflection date for autonomous cars.

So until then data canter will be quite important. And since this will be the second quarter of shipping their latest and greatest chip, if memory serves, data center numbers should be quite good. The analysts want to see sequential growth, not just year over year growth, so it is a high hurdle. Then again, these things impact short term trading, but th Long term story still controls the eventual valuation of Nvidia as long as their results are not too bad.

Tinker

2 Likes

Ok, it is only 120 miles, but it was done on an open roadway.

Remember, the world is full of bright people who live in “Not America”

Cheers
Qazulight (I wonder if they used Nvidia chips)

Musk has failed to do his CA to NYC autonomous trip that he promised he would do. This indicates that the tech was not capable of doing so, or he clearly would have done so. The estimates most partners are giving is 2021 as the start of the inflection date for autonomous cars.

https://www.autoblog.com/2018/02/05/hyundai-autonomous-fuel-…

Hyundai has announced three test vehicles based on its upcoming NEXO fuel cell vehicles, fitted with Level 4 autonomous technology, have completed a trial journey of 118 miles from Seoul to Pyeongchang across the Korean peninsula completely autonomously. It’s a world first for fuel cell powered vehicles to reach Level 4 autonomous driving, which translates as “mind off” driving with no driver input needed.

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there was a large increase in demand at retail for Nvidia gaming cards. Even today, most online retailers are selling at 2x MSRP.
I am wondering whether Nvidia increased their price on these chips. If not, all that excess profit goes to somebody else.
My totally WAG is that they did not raise their sale price. Or at least not much.It creates bad will and sometimes bad publicity to appear to be taking advantage of consumers. Not good if you want to be in business a long time. Since supply did not meet demand at list price that may mean they underestimated market size and/or market willingness to pay higher prices.

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Same article as qazulight quoted:

https://www.autoblog.com/2018/02/05/hyundai-autonomous-fuel-…

At CES, Hyundai announced its partnership with Aurora Innovation, which is a Silicon Valley startup set up by former Alphabet Inc and Tesla engineers; the autonomous NEXOs are likely to feature Aurora’s input.

Aurora Innovation:

http://fortune.com/2018/01/25/aurora-innovation-self-driving…

Aurora’s pedigree and technology have attracted prominent partners. In January, the company announced collaborations with Volkswagen Group (VLKAY, -0.47%) and Hyundai—two of the world’s largest automakers—to accelerate the development of fully autonomous vehicles for the masses. Volkswagen, for example, wants to launch commercial fleets of self-driving electric vehicles in two to five cities beginning in 2021. The automaker and Aurora have been working together for months to integrate the startup’s self-driving systems in custom-designed electric shuttles for VW’s new Moia brand. Volks­wagen plans to launch two types of test fleets using Aurora tech in 2018: one for ride-pooling using Moia shuttles, the other for door-to-door ride-hailing service in the U.S. and Germany. The tests are VW’s latest steps in an aggressive autonomy strategy established in 2016 and bolstered with the sleek Sedric self-driving concept car the following year.

http://fortune.com/2018/01/08/nvidia-self-driving-car-partne…

Nvidia (NVDA, +1.38%) just gave us another clue about Aurora Innovation, a one-year-old self-driving vehicle startup founded by autonomous vehicle veterans from Google, Tesla, and Uber.

Nvidia CEO Jensen Huang revealed Sunday during his keynote at CES 2018, the annual tech trade show in Las Vegas, that Aurora is going to be using Nvidia’s new Xavier processor as one of the building blocks of its self-driving vehicle system. The Xavier processor, is essentially the processing foundation that Aurora will use to build on.

“Nvidia Drive Xavier is a key element of Aurora’s computer, delivering the performance needed to power our self-driving system, said Aurora CEO Chris Urms.

Colin

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Thanks Colin.

That is good to know.

Qazulight

“I am wondering whether Nvidia increased their price on these chips.”

The cause of the card shortage is a VRAM (video RAM) shortage. There were postings about it on this board recently. That cross-links to Micron and its growth, since Micron and Samsung are the two major VRAM makers, followed by lower-quality Hynix.