Nvidia CEO: GPU Innovation Can Deliver Needed AI Gains, Not $7 Trillion in New Chips
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Nvidia CEO Jensen Huang believes $7 trillion investment not needed for AI - cites 1 million-fold improvement in AI performance with GPUs over past decade
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Instead of separate AI chip supply chain, continue innovating GPU architecture
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Shortages will eventually be solved through innovations, not just more chips/fabs
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Nvidia's GPU performance for AI/HPC has increased dramatically - V100 TFLOPS 125 in 2018, H200 nearly 2,000 now
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Huang Computers will keep getting faster, reducing overall chips needed for AI over time