The Nvidia CEO hailed a new era of computing where everyone is a programmer, as the world’s most valuable semiconductor group unveiled a new supercomputer platform to stay at the forefront of the AI revolution.
Jensen Huang warned in a speech in Taiwan that the traditional tech industry would not keep pace with advances in artificial intelligence, adding that the technology had dramatically lowered the barrier to entry to computer coding.
We have reached the tipping point of a new computing age, Huang said on Monday, arguing that artificial intelligence now allows people to create programs by simply entering commands.
Everyone is a programmer now. You just say something to the computer, she added, describing the combination of accelerated computing and generative AI as a reinvention from the ground up.
ChatGPT can generate code, reducing the human labor required to create software, a development set to revolutionize programming.
Huang’s speech at the Computex conference in Taipei came days after Nvidia revealed predictions of rapid sales growth, fueling a stock price surge that puts it on course to become the world’s top semiconductor stock trillion-dollar.
The share price of chipmakers has soared 172% year-to-date as the explosion of Open AI ChatGPT has rekindled investor enthusiasm for generative AI.
Demand for Nvidia’s data center chips has soared, including the H100, an advanced graphics processing unit (GPU) that substantially reduces the time it takes to train so-called large language models like ChatGPT.
The large amount of open source software available online has also provided a fertile training ground for code-generating AI systems. OpenAI’s Codex system, trained in part on open source software, provides software developers with suggestions on which lines of code to write next.
GitHub, a Microsoft service for developers that leverages Codex, said the platform has cut the time it takes to create new code in half, a huge leap in efficiency after a decade of largely ineffective efforts to bolster productivity.
Huang also announced a new AI supercomputer platform called the DGX GH200 to assist tech companies in building generative AI models similar to OpenAI’s ChatGPT.
Meta, Microsoft and Google Cloud are among the first customers expected to gain access to the supercomputer.
Taiwan-born Huang has unveiled a powerful new GPU for gaming and an AI platform for developers to create games with online avatars that mimic player behaviors.
This is the future of video games. The AI will contribute to the rendering and synthesis of the environment, but it will also animate the characters, he said.
Nvidia also announced a tie-up with Japan’s SoftBank to bring its super chip to tech groups’ data centers in the country, as it seeks to incorporate data center operators’ reliance on its products.
Nvidia’s success in developing products to power advances in artificial intelligence has put it in the crosshairs of US export controls designed to curb Chinese technological progress.
Washington banned shipments of the A100 chip, the predecessor to the H100, to China last October as it expanded trade restrictions on specific blacklisted companies.
The Financial Times reported that sanctioned Chinese AI companies continued to access A100 chips via third-party data centers, underscoring the challenge of curbing trade in critical components.
Huang was born in Tainan City in southern Taiwan before moving to the United States, where he co-founded Nvidia in 1993 after working as a microprocessor designer at Advanced Micro Devices.
Additional reporting by Madhumita Murgia
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