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Revenue growth is far more interesting to tech investors than revenue over the last few years. Deep learning has a massive potential for revenue growth and tota

Revenue growth is far more interesting to tech investors than revenue over the last few years. Deep learning has a massive potential for revenue growth and total revenue will likely eclipse gaming within the next 10 years. Imagine a world where every car has semi-autonomous technology, the average security camera is doing object detection, localization, more sophisticated language translation, smart drones, etc. The potential for deep learning is undeniable and Nvidia (currently) is leading this race.

Eliezer 10y ago
Except that you mainly need the massive compute for the training, not the commodity execution of the network!
- petra 10y ago
  Any idea what kind of compute a self-driving car(with a trained network) will need ?
  - dharma1 10y ago
    Depends massively on what the software is doing, there is still no standardisation on what a self-driving car means. Nvidia is pushing PX2 but I have a feeling they are too expensive for most cars - don't know the exact price but "a few thousand dollars" was quoted for the Teslas that use them. Some specs - http://wccftech.com/nvidia-drive-px2-pascal-gtc-2016/ http://wccftech.com/nvidia-drive-px2-pascal-gtc-2016/ At the same time Qualcomm is pushing their much less performant chips for self-driving cars, but at a much lower price point (hundreds of dollars)
  - nl 10y ago
    Something pretty close to this: http://www.nvidia.com/object/drive-px.html http://www.nvidia.com/object/drive-px.html (I believe they are currently recommending the 4 GPU version shown on at the bottom of that page under "DRIVE PX 2 FOR FULLY AUTONOMOUS DRIVING") The key here isn't that this isn't a full power desktop GPU, but it will run inference on a CUDA-compatible kernel. That give NVidia a complete end-to-end modelling, training and driving platform. No one else has that.
copenja 10y ago
Surely you don't expect cameras and drones to have massive, loud, heavy, power draining, $650 dollar graphics cards in them? It seems if they are used in development the sales don't scale anywhere near directly with the number of units sold. Maybe I'm missing something?
- pcr0 10y ago
  Not now, but in the future. Nobody thought we could fit desktop-class graphics cards into slim laptops, but that's a reality today. Though drones will probably go for custom chips.
- deleted 10y ago
  [deleted]
- nl 10y ago
  http://www.nvidia.com/object/drive-px.html http://www.nvidia.com/object/drive-px.html
fuck_google 10y ago
It is easier to imagine a world where VR based MMO sex games dominate the market, aka Clusterfuck(tm). Entertainment tends to take priority over utilitarian spending because people are ultimately selfish. Adult entertainment has historically been at the forefront in adopting new tech.

Eliezer 10y ago

Except that you mainly need the massive compute for the training, not the commodity execution of the network!

petra 10y ago
Any idea what kind of compute a self-driving car(with a trained network) will need ?
- dharma1 10y ago
  Depends massively on what the software is doing, there is still no standardisation on what a self-driving car means. Nvidia is pushing PX2 but I have a feeling they are too expensive for most cars - don't know the exact price but "a few thousand dollars" was quoted for the Teslas that use them. Some specs - http://wccftech.com/nvidia-drive-px2-pascal-gtc-2016/ http://wccftech.com/nvidia-drive-px2-pascal-gtc-2016/ At the same time Qualcomm is pushing their much less performant chips for self-driving cars, but at a much lower price point (hundreds of dollars)
- nl 10y ago
  Something pretty close to this: http://www.nvidia.com/object/drive-px.html http://www.nvidia.com/object/drive-px.html (I believe they are currently recommending the 4 GPU version shown on at the bottom of that page under "DRIVE PX 2 FOR FULLY AUTONOMOUS DRIVING") The key here isn't that this isn't a full power desktop GPU, but it will run inference on a CUDA-compatible kernel. That give NVidia a complete end-to-end modelling, training and driving platform. No one else has that.

copenja 10y ago

Surely you don't expect cameras and drones to have massive, loud, heavy, power draining, $650 dollar graphics cards in them? It seems if they are used in development the sales don't scale anywhere near directly with the number of units sold. Maybe I'm missing something?

pcr0 10y ago
Not now, but in the future. Nobody thought we could fit desktop-class graphics cards into slim laptops, but that's a reality today. Though drones will probably go for custom chips.
deleted 10y ago
[deleted]
nl 10y ago
http://www.nvidia.com/object/drive-px.html http://www.nvidia.com/object/drive-px.html

fuck_google 10y ago

It is easier to imagine a world where VR based MMO sex games dominate the market, aka Clusterfuck(tm). Entertainment tends to take priority over utilitarian spending because people are ultimately selfish. Adult entertainment has historically been at the forefront in adopting new tech.