Technology AI, Science and New Things
If cheap but effective Chinese AI chips were supposed to put the wind up Nvidia, no one told Jensen Huang.
The Nvidia CEO took to the stage at his company’s developers’ conference yesterday to say the AI sector needed to expand its computing power 100-fold to keep up with demand for training and using “agentic” AI models that can, say, order plane tickets for you.
They’ll even be able to make restaurant reservations, the WSJ notes.
If there’s something banal about what we’re told AI can do, that’s presumably because of journalists’ failure to grasp its true scope.
As for the prodigious surge in chip demand that Huang foresees, he would say that, wouldn’t he.
His business depends on humans buying ever more compute power to do ever less themselves.
It also depends on staying on cordial terms with Donald Trump, which must be why Huang pledged on Wednesday to spend hundreds of billions sourcing chip materials and finished products from inside the US rather than relying on plants in Taiwan.
He’s told the FT that if a disaster threatens production there “it will be uncomfortable but it will be OK”.
That won’t calm those who fear a Chinese invasion.
