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Jensen Huang – Nvidia GTC 2025 Keynote
- nh23423fefe 2y ago> "geforce is sold out all over the world" not a flex
- colonelspace 2y ago> "we've left money on the table because we can't manage our supply chain. Oh, and we've pissed off an entire market segment."
- dralley 2y agoIt's probably false to say they're leaving money on the table. They'd be leaving a lot more money on the table if they allocated chips towards consumer gaming GPUs instead of maxing out the server AI/GPU compute segment. The entire gaming market constitutes like 15%-or-less of their revenue nowadays. And Nvidia has enough mindshare that they could piss on consumers for the next 3 release cycles and still have more than half the market. I don't like it but it's reality.
- whywhywhywhy 2y agoThe top end should at least be stocked because a lot of us are using cards locally for AI that eventually runs in the cloud. So yeah they did leave $2600 from me on the table that is now becoming more likely to be spent on a bootleg 48GB 4090 than a 5090 and if I get that they won’t see money from me for many years till they beat 48GB in consumer form factor.
- m4rtink 2y ago"You PC people got us where we are now - so screw you, we don't need you anymore because the AI bubble will go forever!"
- accrual 2y agoAgree. It's a terrible time to want a new Nvidia card for gaming or AI projects. I had a 4070 Ti Super in my cart for a while at a cool $700 on Amazon - now it's out of stock and secondhand I can find it for double that now. If one doesn't require the latest DLSS or need first-class AI support, get an AMD card.
- SV_BubbleTime 2y agoAMD’s is coming up in support for things like torch and xformers. But it isn’t there yet. If you want for AI, your best bet is a used 3090 for $700-800. The ram is more important and that card is still faster than a 4070.
- codedokode 2y agoAMD has documentation for its assembly language as I remember. Or one needs more documentation to run AI?
- SV_BubbleTime 2y agoIsn’t a documentation issue. The entire ecosystem is built around CUDA currently. There was someone implementing Cuda on AMD hardware but as I understand it, AMD shut that down. There are two alternatives to CUDA for AMD right now, but I forget their names. AMD has STRIX coming, which is a single board embedded ram machine, and is being targeted at AI loads with lots of low latency ram. So we’ll see what happens there.
- colonCapitalDee 2y agoThankfully the ONNX runtime supports AMD's ROCm. The performance is nowhere close to Nvidia's TensorRT, but doing inference on an AMD GPU is doable. I haven't ran the numbers, but I wouldn't be surprised if you could get more throughput per dollar on an AMD GPU for at least some scenarios. AFAIK there aren't any great options for training though, so if you want to do anything besides running ONNX models your options are limited.
- fransje26 2y agoOr quite a flex. If you want to create artificial scarcity to keep your prices high. Reminds me of the current egg "crisis".
- ecshafer 2y agoEgg production fell because of avian flu, which the US has regulatory restrictions limiting the usage of the vaccine in agriculture compared to other developed nations. Its not an intentional crisis.
- SV_BubbleTime 2y agoEgg prices didn’t raise because of a flu. Egg prices raised because the government asked for the killing of a hundred million of chickens - for fear of spreading bird flu. It may have been the right call, we’ll never know. Small difference, but important. Here, CNN is obscuring the fact that the chickens killed were not tested or confirmed to have flu, but some around them might have so they had to go too. https://www.cnn.com/2025/01/28/business/chickens-avian-flu/index.html https://www.cnn.com/2025/01/28/business/chickens-avian-flu/i...
- Auracle 2y agoThat’s not why they cull flocks once one gets it. They cull the flocks because all of those birds will be dead in days anyways.
- fransje26 2y ago> Egg production fell because of avian flu Well... Yes but no. https://www.thebignewsletter.com/p/hatching-a-conspiracy-a-big-investigation https://www.thebignewsletter.com/p/hatching-a-conspiracy-a-b...
- ecshafer 2y agoNVidia doesn't make the chips, they just design them, so it is a flex. People are literally buying their cards faster than they can be produced. TSMC is building new fabs to make more nvidia chips faster.
- atq2119 2y agoNVidia decide how they allocate their wafer starts at TSMC. Consumer chips have lower margin than datacenter parts, so they almost certainly allocated comparatively little volume to consumer chips. On the one hand, this is a great situation to be in for Nvidia in terms of overall revenue. On the other hand, this has allowed AMD to grab market share with the RX 9000 series launch, at least in the short term. So the narrow point that Geforce is sold out is decidedly not a flex.
- YetAnotherNick 2y agoBut the datacenter GPUs are sold out too even at ~90% profit margin. I heard somewhere lead time is in years.
- whywhywhywhy 2y agoLiterally the worst thing about Nvidia is the fact they don’t take the core product end to end serious enough. The idea it’s hard to buy a standard Nvidia GPU in the consumer lineup is absurd.
- timtom123 2y agoeasy to do when you don't ship any cards :P
- PeterStuer 2y agoYep, all 10 they shipped sold instantly at 2x MSRP. Prices on 3090's (not a typo) are going up ffs, because there is nothing out there on the NVIDIA front.
- renewiltord 2y agoThis is sick. Lucky I kept mine https://news.ycombinator.com/item?id=42618996 https://news.ycombinator.com/item?id=42618996
- incognito124 2y agoMy 3090 Ti appreciated in price for about 20% in 2 years (1300->1600) nVidia GPUs have basically been an inflation hedge for the past few years lol
- davely 2y agoThis made me curious, so I just took a look on eBay. My 4070 Ti that I bought (new, oops) this past December has appreciated 20 - 25%! At least according to what people have them listed for... no idea if anyone is actually buying them at those prices. Of course even if I managed to sell it, everything else has gone up in that time, so it's not like I'd get to make money on the deal. Pretty wild, nonetheless!
- spullara 2y agooddly just bought one (5090) right after you posted this so not quite true
- KeplerBoy 2y agoFor how much? In Europe they are in stock. For 3500€. For the MSRP, I'd buy it in a heartbeat.
- spullara 2y agoIt was a full computer, $5200 for an i9-14900KF, 64 GB, 4TB NVMe machine with a 5090.
- Auracle 2y agoI’ve been trying since release with stock notifications and have barely had the chance to even try to add one to a cart.
- shmerl 2y agoI'll leave this here for lulz - "Nvidia engineer explains RTX 5000 series": https://www.youtube.com/watch?v=pCyNp8aPcsY https://www.youtube.com/watch?v=pCyNp8aPcsY
- cdfuller 2y agoGTC stands for GPU Technology Conference, for anybody else who wasn't familiar with the acronym. Surprisingly they don't have it spelled out anywhere on the homepage.
- queuebert 2y agoWhile we're at it, what does Nvidia mean?
- bcatanzaro 2y agoIt means “envy” in Latin and Spanish etc. Which is why the logo is an acid green evil eye. And why NVIDIA’s headquarters are two buildings named “ENdeavor” and “Voyager”.
- nmstoker 2y agoSome interesting points but he seems a bit less polished and confident than usual.
- canucker2016 2y agoAt 32:30, Jensen Huang mentions that he's not following a script and he's not using a teleprompter.
- john_minsk 2y agoAmazing video of Omniverse. So many announcements!
- numba888 2y ago2 hours in, don't see anything about Digits, their 'personal supercomputer'. Did I miss something?
- numba888 2y agocool robot at the end ;)
- wewewedxfgdf 2y agoNvidia has lost the hearts and minds - I'm not just not interested in or excited by anything Nvidia - there's a baseline expectation of their products being overpriced and aimed at stiffing the customer. An outcome of greed.
- numba888 2y agowhat's the better alternative, DIY AMD? No, thanks. I'm interested in the result, not the process. In terms of robotic software there is just nobody close. Any attempt to port it to different hardware will be just a big pain and limited result at best. So NVidia looks to be the way to go till China catches up.
- singularity2001 2y agofor basic AI and inference mac studios with 512 GB of ram can be a good alternative
- artemonster 2y agohonestly, seeing a company that craps so hard on a core customer group still succeed THAT much just because of some random trends is just sad. and yet people are still willing and continue to vote with their wallets (as the comment below was proving). what a mess
- andrepd 2y agoThey're really the luckiest bastards lol. First crypto, then the "AI" craze...
- bobsondugnut 2y agosuccess is the combination of luck and preparation. NVIDIA has been well prepared + anticipating deep learning to take off for a long while.
- comeonbro 2y ago
- baobabKoodaa 2y agoThe video glitches out at 2:14:30 where Jensen would be introducing DGX Spark and Station. Does anyone have a link to a working video for that segment?
- adrian_b 2y agoThe specifications are at: https://www.nvidia.com/en-us/products/workstations/dgx-spark/ https://www.nvidia.com/en-us/products/workstations/dgx-spark... DGX Spark has the same memory as AMD Strix Halo, a weaker CPU, but perhaps a stronger GPU, except that for now there is no data about the GPU, besides that it might be stronger for AI inference (only FP4 speed is given). For now it is not known whether for graphics it will be better than Strix Halo. While DGX Spark might be weaker than AMD Strix Halo for anything else except AI Inference, it will still be stronger than any mini-PC made with Intel Arrow Lake H or with AMD Strix Point.
- KeplerBoy 2y agoIt will be better than strix halo. Even the Orin AGX GPU is better than strix halo and that is Ampere.
- adrian_b 2y agoPerhaps you are confusing Strix Halo with Strix Point. The GPU of Strix Halo is many times faster than the GPU of the biggest Orin AGX. The Strix Halo has 25% more "CUDA cores" (2560 vs. 2048), which work at a clock frequency that is more than double (2.9 GHz vs. 1.3 GHz) and which can have for some operations a double throughput even at the same clock frequency. The memory throughput is also higher by 25%. The GPU of DGX Spark will have to be 4 or 5 times faster than Orin to match Strix Halo as a GPU. This is not at all certain because NVIDIA has stressed only AI/ML applications without saying anything about graphics.
- KeplerBoy 2y agoYou're right, my bad.
- nialv7 2y agoDGX Spark only has 273 GB/s memory bandwidth?! Massive disappointment, this is just on par with Framework's desktop PC.
- Gracana 2y agoThat's what everybody was predicting based on the memory technology and the pictures. I'm just glad to hear about DGX Station, though I doubt I'll be able to afford one.
- canucker2016 2y agotheVerge article says the DGX Spark will cost US$3K, about the same ballpark range as the Framework desktop with the maxed out 128GB RAM option. https://www.theverge.com/news/631957/nvidia-dgx-spark-station-grace-blackwell-ai-supercomputers-gtc https://www.theverge.com/news/631957/nvidia-dgx-spark-statio... 10Gb vs 5Gb Ethernet 1 HDMI 2.1, 4 x USB TypeC vs 1 HDMI 2.1, 2 Displayport, 2 USB TypeC
- InTheArena 2y agoThe unified memory model w/ CUDA support should be the huge differentiator for this hardware. I think a better comparison might be the Mac Studio ultra.
- nialv7 2y agoI think most people (including me) were expecting 384-bit and ~400G/s. Can't believe they went with 256.
- Gracana 2y agoBased on the chip count in the promo picture it looked like it was going to be a 256 bit interface, but it'd be unfair to say that it was known at that point. I certainly wish it was better.
- numba888 2y ago
- lousken 2y agoI feel like I am seeing same stuff every year for like half a decade Self driving cars? Simulations? Robots? What's changed?
- comeonbro 2y agoYou seem to have somehow missed one of the most significant advancements in human history suddenly exploding out of the pages of science fiction and fundamentally altering our existence forever. Minor oversight.
- mepian 2y agoAh yes, a chat bot that is consistently failing to do such advanced tasks as counting letters in words is definitely life-changing, right next to the metaverse and NFTs.
- davely 2y agoPointing out this one error is reductive and greatly simplifies the profound effect that LLMs (and research around them) are having across a wide range of industries, unlike the metaverse and NFTs.
- john_minsk 2y agoMetaverse is changing the world. Just as you could see in this presentation - Data centers are first being built as digital twins in Omniverse and later in real world. It is a profound change, but it will take time for significant number of digital twins being build. However digital twin is a CAPEX in a way. You build 3D model of your warehouse only once and then use it for years to manage operations, robots and everything else.