AI-generated videos to drive more demand for Nvidia chips, CEO Huang says
The Hindu
For chip designer Nvidia, the generative artificial intelligence boom is a gift that keeps on giving.
For chip designer Nvidia, the generative artificial intelligence boom is a gift that keeps on giving.
After riding a demand surge sparked by Big Tech's rush to roll out chatbots, Nvidia now expects new AI models that are capable of creating video and engaging in human-like voice interactions to spur more orders for its graphics processors.
"There's a lot of information in life that has to be grounded by video, grounded by physics. So that's the next big thing," Nvidia CEO Jensen Huang told Reuters on Wednesday.
"You've got 3D video and you've got a whole bunch of stuff you're learning from. So those systems are going to be quite large."
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The need for more computing power to train and run advanced AI systems has buoyed demand for Nvidia's Grace Hopper chips such as the H200, which was first used in OpenAI's GPT-4o - a multimodal model capable of realistic voice conversation with the ability to interact across text and image.
Nvidia's other customers, including Google DeepMind and Meta Platforms, have also released AI image or video generation platforms.
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