NVIDIA’s Plan is Simple. (Computex 2024 Keynote Recap)

[@paulshardware]

I always assumed he got that scar in a knife fight with Lisa Su, now we know the truth

[@tringuyen7519]

😂😂😂😂😂

[@Gamepunt_be]

Plot twist: she really did give him that scar during a knife fight. But he's too ashamed to tell the truth, so he asked ChatGPT to come up with an alternate Taipei themed story.

[@SeaJay_Oceans]

Good to Know Nvidia will give Skynet some competition for world domination... ;-)

[@zivzulander]

probably a Joker-like backstory and he just hallucinates a different answer each new retelling

[@71janas]

I thought it was a cut from her massive diamant ring🤪

[@dkman123]

It wasn't some random guy at the market cleaning a knife. It was a time traveler trying to stop skynet from being made.

[@bgtubber]

That was basically an investor meeting.

[@HanSolo__]

They could make it behind closed doors. But they couldn't leave us without the cringe.

[@The_10th_Man]

Overvalued to hell and back, will drop 80% once everyone realizes AI is a meme. Video cards are as overpriced as the stock.

[@Freestyle80]

@@The_10th_Manyeah and everyone will buy AMD right because you redditors think they are gods

[@SomberSkelly]

​@Freestyle80 no redditors dont think amd are gods... They just think Nvidia is the god damned devil. Which they are.

[@013nil]

​@@The_10th_Man should ahve just invested in nvidia stocks a year ago atleast. It was obvious.

[@klaustrussel]

The creepiest thing was "The whole internet is going to be generative AI", with that and the new "AI computers" it just sounds like a dystopic scenario (even more than the one we live in right now)

[@Bob_Smith19]

And we are all being forced along by a few sociopaths at the top of large corporations. They care nothing about anyone but themselves. They certainly aren’t asking if what they’re doing is good for society.

[@klaustrussel]

​@@Bob_Smith19 Exactly! They are deciding for everyone while not caring about anything else except for profit

[@DurzoBlunts]

You thought it was not a slope and we were not all falling? Thought this would stop? 😅

[@xfreedombuckO5x]

As long as they package it in a Ready Player One type experience, I'd be ok with it.🤣

[@jpteknoman]

Even the darkest story about a dystopian future can't match how bad reality is going to be

[@rrsd700]

EVGA was smart to get out of the graphic cards business.

[@Martial-Mat]

100%. nvidia are unbearable. But I was very sad to see them go.

[@KRGraphicsCG]

​@@Martial-Matme too 😢

[@someguy9175]

they got out of business all together, not just graphics cards lol. What they are now is essentially just a ghost crew pushing out enough profit so that they can fulfill the warranties on the products already sold.

[@GSP-76]

They should partner with AMD

[@elitearbor]

Honestly? Yeah.

[@reamoinmcdonachadh9519]

Nvidia's Keynote was basically Money, talking TO MONEY!! In order to make MORE MONEY!!

[@panzersheriff727]

Exactly! Why would they sell graphics cards at 50% gross margin when Microsoft, Google, Tesla etc. Are willing to pay 80% for AI cards?? It is essentially the same production line and capacity.

[@DivyanshBalchandani]

I read this like Mr. Krabs

[@TheHighborn]

Gamers are just no longer useful to Nvidia. End of story

[@andrewfroedge8227]

@@TheHighborn This

[@mlai2546]

​@TheHighborn how much faster do you need your game to be? 4090 is fast enough for the next 5-10 years. Unless games moves to 6k.

[@quesog32]

Thanks for saving us from wasting our time watching it ourselves, Paul.

[@Resist_JWO_1984]

Watching? I wouldn't watch that if you paid me.

[@Freestyle80]

@@Resist_JWO_1984you’d suck AMD execs off though

[@BurakBagdatli]

8:45 I love how the precision is halving with each step and it's presented as if it's not important.

[@WXSTANG]

I am friends with a former software engineer at Nvidia. He couldn't speak more highly of Jensen as a leader and a person being involved everywhere in the company.

[@mattkroening7964]

NVIDIA should develop an AI tool to prevent jet lag

[@blackjew6827]

Don't give them ideas.

[@michaeltorrisi7289]

I'm sure that in 10 years, the "AI" they're talking about now will have some actual functionality. But jesus christ, it's obnoxious that every tech company is pushing what is currently useless software.

[@blackjew6827]

@@michaeltorrisi7289 AI is a meme tech used for grifting

[@zivzulander]

I thought AMD was the one with Anti-Lag 😛

[@WXSTANG]

That isn't even Blackwell... He was showing off an H100 setup. Lol

[@XionEternum]

This keynote feels like the XBox One reveal hyper-focusing on TV and streaming instead of games.

[@soiltek2015]

But for Nvidia, this WILL work. Unfortunately, gamers will not be the beneficiaries of their success.

[@tylerclayton6081]

At this point less than 10% of Nvidia’s revenue and profits come from gaming GPU’s. Why would they focus on something that is such a small part of their business now Nvidia would never have become the 3rd most valuable company in the world if they listened to people like you. Go learn a thing or two about corporations and business. Every corporations main goal is to indefinitely increase their profits, revenue and market cap. Your goodwill isn’t going to help Nvidia propel itself to new heights. And your goodwill wouldn’t save them from bankruptcy if it ever came down to that. Corporations don’t serve their consumers, they serve their shareholders. That’s how they survive and grow

[@KK-yj5fq]

This comment is basically upvoted by everyone who knows nothing about Nvidia, over 90% of their revenue is from AI, gaming is a fringe benefit for them, talking about gaming would actually fit the analogy you brought up.

[@xBINARYGODx]

it feels nothing like the actual One showcase, just the meme'd version of it that has, at this point, become divorced from history.

[@arenzricodexd4409]

So what new gaming gpu being revealed by nvidia? This keynote is not even gaming focus.

[@paulbrooks4395]

A rather chilling demonstration. The meta was plain to see: replace people and replace them so well that the public doesn't know what they are interacting with. Nvidia is clearly aching to capitalize on the AI frenzy, and businesses are too. The people with the deepest pockets are the target, who will do anything they can to either stay in business against the bigger and better AI players or instantly become the new market leaders by delivering the next big thing in tech.

[@tringuyen7519]

ChapGPT 4o can do a lot of productivity help for users. But its main purpose is to be a realistic girlfriend to millions of young men who can’t get a date!😂

[@TheHighborn]

Nvidia isn't aching to capitalize on the AI frenzy. They created the AI frenzy. Well at least this frenzy. AI is cyclical

[@HanSolo__]

The real AI goes to the army...

[@antondovydaitis2261]

​@@tringuyen7519No, the real application is "moderation" of social media content. More generally, to reduce staff.

[@italiangentleman1501]

@@tringuyen7519 finally someone targeting me with my lonely ass

[@devonmoreau]

Jensen: We made $25 billion in revenue last quarter with 78% margins, and we want more of that.

[@chadbizeau5997]

To be fair, shareholders also want that.

[@HanSolo__]

There are only happy people working in Nvidia company. The thing is they are not hiring...

[@DurzoBlunts]

As a shareholder I am happy and want them to want more 😊

[@admistyt]

as a shareholder, yes we do want that. i want money please

[@013nil]

@@HanSolo__ but you can still buy their stock.

[@ShinobuFX]

Man thank you for being strait to the point not wasting anybody's time

[@thegforce522]

That "worst graph" is bad on so many layers, not only does it compare to moores law which measures a different thing like you mentioned, it also uses different flop measuring with FP16, FP8, and FP4, which cannot be compared 1:1 like that.

[@qamulek]

I had the same criticism against his keynote from the Nvidia GTC. A bit hard to believe that with his background he would claim to have broken Moore's law in two different keynotes. It's like he surrounded himself with yes men...

[@rogerstorz2091]

This is the same guy who in 2019 said that Moore’s Law is dead 🤣

[@johnclark926]

Nvidia has consistently been the king in terms of horrible graphs and charts. The chart “explaining” the compatibility of the DLSS 3.5 features was vomit inducing, and I remember Gamers Nexus showing off an Nvidia graph that’s even more unhinged than this one, but I cannot for the life of me remember what it was called or what it was for.

[@TheOnlyAndreySotnikov]

@@rogerstorz2091 I remember him saying this in 2011. It's unbelievable how people are buying his lies.

[@jjbankert]

With regards to NIM, I think the box was referring to the Docker metaphor of containers. It's basically a way of shipping software with all the dependencies in a single unit. Think similar to a virtual machine, but borrowing the host kernel so you don't need to emulate hardware, which makes it very light weight.

[@peterwstacey]

Yeah, thanks for explaining this - I came here to say the same, but your description is spot-on. They are really useful for software developers to ensure a uniform toolchain for the entire team, and also (more likely in this case) all big data analysts to have the same set of analysis tools every time they run an AI test

[@JarrodsTech]

Got the big milk rather than the small, smart! The scar lore unlock made the 2 hours worthwhile.

[@ericwinberg5302]

Paul and Joe now on the case!

[@deanhantzis9630]

Paul, love your attention to detail. The odd comic sans font used, the flaw in the Moore's Law comparison, etc. These nuances provide entertainment for, at the very least, a portion of your viewers, myself included. Ty.

[@krimsonhawk2355]

"Let us continue this journey into the AI revolution, and build a successful and thriving industry together." Now where have I seen this movie before....

[@benjaminlynch9958]

The last time Intel gave a presentation?

[@thomasczylok2269]

thx a lot Paul !! - I indeed was waiting for your valuable summary

[@CoalitionGaming]

Super jealous of everyone that managed to make it out there to Computex. Loving the news and hope you all have a great time out there! One day I'll be able to make it out to one!

[@Gavrev]

So nVidia are basically aiming for that Tyrell Corporation level of wealth and influence..

[@realkekec4028]

The more you buy.....the more jackets i can buy. Jensen,2024 :)

[@AccC-c6d]

Most stupid quote

[@manuelbardina]

This is going to be really niche, but id love to find out if there's any news of 4k blu ray / players at computex this year. Theres still dozens of us that value ownership / video quality.

[@clavo3352]

Dude at this point the GPU talk you were anticipating is inferable from the capability of the hardware that was discussed. You did a pretty great job!

[@JeffJohnson]

Thanks for the recap and what does Malt milk taste like? Sounds good

[@paulshardware]

Like milk + the inside of a whopper/malt ball, or carnation malted milk if you've had that

[@yutube5167]

do I sell before June 7th then reinvest after the split??

[@jaymacpherson8167]

Thank you Paul for watching the presentation and giving us a summary. I handled about 30 seconds of Jensen.

[@yutube5167]

selam, elido I sell before June 7th then reinvest after the split??

[@SullenSecret]

Sooo... AMD's Radeon has to be the cool kid, now. O.o

[@DanteLovesPizza]

And that's why AMD will remain poor in comparison. AMD is playing catch up when Nvidia are milking the crap out of AI while they're leading. By the time AMD catch up, if ever, Nvidia will have enough money to literally donate GPUs to everyone just so AMD can't make a sale. Case in point, that's what Microsoft did. Windows is, by technicality, "free" when they gave everyone free upgrades from Windows 7 and 8, just so they can hold onto the market share. Nvidia won't do this, but you get the point. They'll be rich enough to hire enough people to pee around the AMD headquarters to drown it.

[@ZRay507]

​@@DanteLovesPizza are you talking about gaming or bussines area?

[@DanteLovesPizza]

​@@ZRay507 In general, in both, as a whole. AMD isn't even close to beating Nvidia in gaming and in business applications.

[@ReivecS]

The "in a box" is the same as saying something is "An appliance" basically just meaning it is something you can just turn on and start using right away.

[@aNapTownLegend]

I'm shocked there was no mention of the 50 Series. I know there's rumors that they're trying to Target a late release date for this year but I just don't see it.

[@KevKlopper]

It's not like all the resources for GPU go into AI at the moment anyways. I don't see why they would serve consumers when the real money is in AI. As sad as it might be.

[@theodentherenewed4785]

I think they would've made an annoucement if they intended a big launch this year. If there's a release, they are going to ship GPUs in small numbers then, so it won't matter for the general public.

[@QuocTrucking]

Nearly 80% of nVidias revenue are from corporate and AI sales. Your average gamer wants to spend the least and get the most for their money. I don’t blame nVidia for chasing where the profits are

[@BlueDrew10]

@@theodentherenewed4785 When has Nvidia announced a new gen of GPUs this early? As far as I can remember, it's been a month or two out from the actual launch.

[@Jzwiz]

Will there be any vlog of being there or just tech news?

[@garbuckle3000]

We appreciate you subjecting yourself to this, so we don't have to. You deserve a nice cold beer :D

[@lorribot64]

Thank you for taking one for the team.

[@VadikRamm]

Given how efficient in streamlining NVidia GPUs are, no wonder they are switching to year to year refresh. They've used their own solutions to improve the architecture designs of the future hardware. Also, looking at the list of stakeholders (11:05) I don't see OpenAI in there.

[@rynosraceroom66]

Damn , idk if I want to see Jensen’s future . Dude cld totally be a super villain ! 🤘🏻🏁

[@andrewscott7728]

Next year they will have a virtual person for this event who will be photorealistic and behave like a real person and help as another speaker. This tech is improving so fast.

[@tonytiger6874]

sickest sideburns 2024

[@Ultrajamz]

If you hear anything from Synology please let us know!

[@mcwolfbeast]

06:51 So basically putting an animated avatar and voice to those "support" "bots" that never give you the answer you need but which you are forced to go through if you want to eventually talk to a real person. Things are going to get a lot worse before they'll get better, looks like.

[@ThomasJDavis]

The enshitification of tech support lol

[@ShadowMKII]

*IF they get better

[@RiceNoodlestw]

glad you made it safely. hopefully see you on the show floor. could always cope over no news with some green hotpot.

[@W9HJBill]

The "simple plan" is ... nVidia didn't even talk about consumer cards/50-series cards. Got it, saved me 2 hours of watching.

[@Pipit123ify]

It still makes sense to see Compute improvement via scaling at rate of Moore's Law vs improvement with design.

[@Traumatree]

What I want to hear from NVidia or other big AI shops is this: If you are a "normal human" not involved in AI in any sort, if you buy and use - let's say the new RTX 6090 or any AI capable GPU - a GPU that can join the "collective" GPU to help compute AI stuff faster (à la SETI At Home), then you will get tax credits for helping your nation/world predict the weather, help your nation/world research vaccines, help calculates better energy utilization, help calculates bio stuff, etc. That would be more more useful and will make people more incline to support AI, then having those ginormous supercomputer that only Fortune 100 companies can afford and use. Having people involved like that would also mean "the people" would have a right to say into WHAT will be calculated and for WHAT purpose. Edit: Also, NVidia's AI agenda is bigger than NVidia itself now and governments around the world should start to manage together what NVidia is aiming at. No sole company should be able to 'drive' AI like that. It is dangerous to let that AI steering wheel into private owned hands only.

[@HlspwnsWorld]

Thanks for the summary Paul, although I did watch the keynote myself and with keen interest. I was micro sleeping 😴 and missed some key points. Far two much fluff, pretty sure if they ran that through AI it could have been condensed to at least 30 minutes. I will now condense this comment, pay more for the 5090, get less (rumours it’s smaller) but save more because of its productivity.

[@metalhead2550]

Also, you can't create a TOPs equivalency graph using varying datatypes

[@ivovass195]

Thank you for the highlights of the keynote, "I did this so you dont have to" is always welcome

[@chadwolf3840]

that's a bummer about the consumer video cards.

[@Ninjatomte]

So when they've replaced all of our jobs with ai, who's supposed to make money so they can buy anything they are selling? or is the future business to business only?

[@larry19kbxlarry9kbx8]

You missed the point. It’s not animation. It’s totally come from gen AI. It’s computational.

[@glmchn]

Regarding the "werid font", I wonder if some of thoses pres' slides could have been generated 🤔

[@SternLX]

Working on Physical AI, Robots building robots... wait a minute, I've seen that movie already. It didn't end well.

[@how2pick4name]

Thanks for this, Sunday morning beer man.

[@peternicol3439]

Next year you can have a NIM watch the Keynote and give you a Summary.

[@mikeoleksa]

First, thank you Paul and Joe for the condensed version of the Nvidia presentation. Second, I finally figured out what Jensen Huang's deal is. With the newly accelerated push on AI tech, the guy is actually a Cylon. This is just the initial phase when humanity still has some control over it. Anyone that has watched Battlestar Gallactica knows how badly this can all turn out. Keep in mind that even the reboot series and movies, including the Caprica series, are all over 10 years old now too. 🤣

[@stacksmasher]

So what would the cost be for the deployment shown with 32,000 GPU's?

[@RyanOwensWorldofTyros]

I never saw the big rumors about 5000 series being revealed here. I feel like that is more Q4 stuff.

[@Jay_the_Caffeinator]

Awesomesauce video Paul and Joe!! Thank you, Paul, for wasting 2 hours of your life that you won't get back listening to Jensen talk about the business space. It was interesting to see how little the consumer GPU market is to NVIDIA. LOL Not really surprised. I look forward to your upcoming videos on COMPUTEX / Tepei.

[@rbroccoli_]

Will they ever do global pollution simulations? 🤔

[@ag687]

They are simulating the earths weather/climate with a digital twin of earth. Almost certain some of that is already there with greenhouse gasses/pollution being a factor in earths climate.

[@cronos4267]

Tbh nvidia is just showing us the future of mass unemployment and redundancy of the human race.

[@kenshirogenjuro873]

The more you buy, the more you save…be able to fire all your staff and put them out of jobs ASAP

[@Myster1970]

10:37 "He said we have robots, but what we're gonna have is robots that are interacting with other robots so that they can build more robots. What could go wrong there?" If there was a Skynet Doomsday Clock, I'd say we're at about 11pm.

[@annnnonnymous]

Thanks for saving me the time of sitting through that presentation.

[@UberBeavis]

Thanks for leaping in front of that bullet for us, Paul.

[@BurakBagdatli]

12:57 Honestly, it's OK to not call these things GPUs. If they're not processing graphics, they are just AI workload accelerators.

[@Elixir9]

what is needed is more competition in the the gpu industry

[@Dwayneff]

You don't see it do you? Nvidia is getting away from consumer desktop gpus, or it's on the bottom of their priority list now.... :( I'm gonna miss those days where Nvidia couldn't wait to show us new GPUs, like RTX 2080, GTX 1080....gone are those days and it hurts.

[@RakeshMalikWhiteCrane]

I've been suspecting since the DGX-GH200 launch that nVidia was shifting its focus from consumer GPUs to massive, hyperscale cloud compute and streaming technology. That comports well with nVidia's heavy emphasis on Ai enhanced video streaming technology, AI upres, OpenUSD, and Omniverse.

[@JamieStuff]

AI: Absolute Income. This keynote was proof that Nvidia doesn't give a crap about gamers.

[@daedalus6433]

This is news to you?

[@DanteLovesPizza]

You didn't get that message with their 40 series specs and pricing? Lol.

[@nielderfp]

Try the papaya mik - every convenience store has it - it's delicious. (木瓜牛奶 - mùguāniúnǎi). The Gold Medal Taiwan beer is good but I don't like the Classic much.

[@bshonka1]

Let the food vacation, BEGIN!

[@TheMrRustyGaming]

@paulshardware what is the next event consumers should be looking forward to for new information regarding the 50 series graphics cards?

[@carlcollingwood2063]

I'm not big on AI. I realise that it is becoming more prevalent in todays world, and that you can't fight it. However, I hope those that are making these AI's, remember ASIMOV's 3 laws. 1, A robot may not harm human beings, nor through inaction allow a human being to come to harm. 2, A robot must obey human beings, except where such actions would conflict with the First Law. 3, A Robot must protect it's self, except when such actions conflict with the First and Second Law. I'm sure one day we may have a 'Commander DATA' in our homes, doing our ironing and cleaning, but that is years off. Oh yeah, NVIDIA? I prefer AMD.

[@oneaustin5028]

The crowd needs to start booing at these things.

[@arenzricodexd4409]

The only going to do that will be desperate gamer that think they were entittled to get their hardware cheaper.

[@1slotmech]

So... there was no point in anyone in our little shrinking corner of the tech space to bother flying out to Taipei (except for the food and tech deals on the street.) Got it.

[@danielseda2080]

Thank you for your hard work

[@radiantmind]

Gaming GPUs represent 9% of their business now. It's kind of expected that it is on the backburner. Any CEO would pivot to what's monetizing the most. They are in uncharted growth mode right now and they have the gold that every business wants.

[@timothycook]

Isn't it Steve Jobs that's known for the "One More Thing" quote? I'm pretty sure he was the one who made that famous for keynotes. Post Jobs, R.I.P., Apple still drops that phrase from time to time in their Keynotes for surprise models. All you have to do is Google "One More Thing" and not even mention Jobs...

[@tmoshamo]

After blackwell ultra, rueben, rueben ultra...then comes skynet😎 and the guy that cut his face when he was 5 was actually a soldier sent back in time to destroy skynet before it becomes self aware

[@joshmonus]

😂

[@xfreedombuckO5x]

after Rueben is BLT, then Monte Christo, then Brisket Grilled Cheese.

[@QuentinStephens]

I'm sure you're going to be showing us lots of cools stuff very soon, but isn't this just the opportunity for IBM to jump in and launch Battlemage?

[@Casper042]

Hey Paul, unless you are Microsoft or Meta, Blackwell is not out even in the DC. Closer to end of 24/early 25 last I checked. You will see GraceHopper, the ARM+H100/H200 solution as the next mainstream DC product. Interesting note on Rubin. I feel like they missed the mark on keeping things alphabetical.

[@curious9063]

Paul, excellent video as always, but can’t help to wonder if Nvidia’s still wants to provide GPU to individual customer…. I think they realized they don’t have to build graphic cards and still can be very (more?) profitable with just the AI stuff. Hope I’m wrong, but it sure looks that way. Thanks again for the coverage of Computex!

[@senhorkorracha]

Creating AI-based CS agents is the MOST boomer thing I've ever heard. Instead of treating CS agents with respect, give customers a machine they can yell at and not feel bad. Give. Me. A. Break.

[@aaronh305]

Noting if interest here. Not Pauls fault. Love the channel.

[@EffKayDownSouth]

A NIM for Teams meetings would be interesting.

[@112Famine]

Paul, thank you for watching this, I'd be pissed if I made time to sit down & watch this only to hear nothing involving their next GPUs.

[@chunglin_tang]

Welcome to Taipei!

[@AspLode]

My disappointment about no graphics card announcement is tempered by my disappointment about no PC release for GTA6, this shit is just two consecutive scrotal-punches

[@player8967]

When Nvdia says " look how much money you will save" it means, how much unemployment will increase

[@daviddupoise6443]

Trying to catch up with his cousin, Lisa Su at AMD with the Frontier Supercomputer at Oak Ridge National Laboratory with their Epyc CPUs and MI250X GPUs

[@PureGamingsation]

Wonder when they will just use ai to do the keynotes for them to talk about ai

[@ZacharyBelli]

Or when AI can do a CEO’s job. Uh oh…..

[@fil23ralliart]

Some of the videos had 'AI Jensen' in the top left corner. His face, mouth moving weirdly while the voice was not his. So yeah, already happening....

[@thedesucomplex4365]

we love the Torment Nexus from the classic book Dont Build The Torment Nexus

[@GoldFus1on]

that scar origin was def the key highlight of the show

[@t0mn8r35]

Thank you for summarising it for us.

[@Lenticular67]

So I guess AI will make Jensen a new leather jacket

[@POLARTTYRTM]

Billions of them.

[@xfreedombuckO5x]

I was wishing his jacket was 2 inches longer the whole keynote.

[@POLARTTYRTM]

@@xfreedombuckO5x dream of every girl.

[@TheSlickmicks]

The Jensen lore has finally been revealed. I was hoping the scar was from wrestling a tiger. But hey, you take what you can get.

[@ATestamentToTech]

I played the AI drinking game with a group of like minded friends and we couldn't even make it to the end of the keynote! My head this morning felt like I had been hit with a bat

[@sultanofsick]

Didn't jensen specifically declare Moore's Law dead? When was that, it wasn't literally last year's CES was it?

[@Jackjack1978.]

"...Yeah, simple....World domination..." Funny thing is that I could actually hear Jensen saying that in an actual interview...lol

[@BigAndTattooed]

We knew they would never mention grapics cards. They only announce them closer to launch and they only announce them at there own events