back to article Nvidia CEO to nervous buyers and investors: Chill out, Blackwell production is heating up

Nvidia CEO Jensen Huang has attempted to quell concerns over the reported late arrival of the Blackwell GPU architecture, and the lack of ROI from AI investments. "Demand is so great that delivery of our components and our technology and our infrastructure and software is really emotional for people because it directly affects …

  1. Anonymous Coward
    Anonymous Coward

    They seem to have quite a few assembly problems

    I found Anastasi's comments on this (as usual) quite illuminating.

    I may not have her chip engineering background, but I do know materials and it does indeed seem to add up to a bit of a challenge.

    1. UnknownUnknown

      Re: They seem to have quite a few assembly problems

      They will keep talking bubble up as their c-suite bonuses and share-options depend on it.

  2. Filippo Silver badge

    I don't think their problem is Blackwell production. That's engineering, and they're good at it; it might take longer than hummingbird-brained investors would like, but they'll fix it.

    Their real problem is, what will happen to demand once the AI bubble bursts?

    1. Pascal Monett Silver badge

      Demand will crater and NVidia will have to find something else to bolster sales. And ?

      1. UnknownUnknown

        Some new Snakeoil for the speculators to create a new bubble around.

        Surely AI can propose a solution to the intractable problem of a highway across the Darien Gap ?

    2. Anonymous Coward
      Anonymous Coward

      Actually, production is the problem - it's a Lego box of bits, each with their own expansion coefficient. That's OK when you test it, but pesky buyers want to actually use it, and using it makes it heat up. Old-fashioned thermostats may have been designed to bend, but most modern chips are not and neither is Blackwell. Well, OK, technically that means production isn't the issue but actually using it, but you get my point.

      It's actually an achievement that they managed to make this work at all, starting to sell this before they had a stable high yield was possibly a tad premature..

  3. Anonymous Coward
    Anonymous Coward

    what will happen to demand once the AI bubble bursts?

    Might I, in middle-management-poorly-educated-really, rephrase that as ...

    The demand will not burst. The bubble wont either. Five years ago, yes. Now? If your VP isn't using their own LLM then walk.

    AI will rebrand. New SI features will creep in. Your local LLM will use SI to interact with other SIs but the core will remain AI for a few years as it is easier.

    "¬hat will happen to demand once the AI bubble bursts?"

    Sell NVidia. they will survive on the Apple-model of just being so loaded and ruling with disdain. They have done so well on this bubble and their stuff WAS the best. Now it is just more of the same for bigger prices.

    We don't want these GPU drinking leccy like a fish drinks water. Should he even be driving? It is a bastard method of non-organic intelligence.

    We want temporal archicturecutres. Not the smae old same old.

    When building your models, thin of GPU as an overflow pipe on the sink. Focus on the NPU really cause of the savings. Avioid models with W/Bs ober 100g for home use. Not worth it and using lots of power.

    Most will be comfortable with the 8gb W/Bs.

    When/If TheBubbleBursts then {

    > Pickup CheapBits&Bobs (for, Home, LLM) && If YouCareAboutNVidia then {

    >> Don't;

    > END_IFS&BUTS. }

    } // End. Will LLMs ever be able to edit to our level, I ask!

    1. Anonymous Coward
      Anonymous Coward

      Will LLMs ever be able to edit to our level, I ask!

      no.

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