NVIDIA faces major changes, the AI ​​era shifts direction.

As AI shifts from training to inference, NVIDIA faces a major challenge as GPU chips are no longer the optimal choice, forcing the company to make a drastic shift.

NVIDIA is facing a major turning point as the AI ​​industry shifts its focus from training to reasoning.

At the GPU Technology conference, the company for the first time shifted its focus away from GPUs and instead emphasized inferential computing.

The new trend is causing a decline in demand for high-end GPUs, as businesses prioritize power-efficient chips with lower operating costs.

CEO Jensen Huang acknowledges that inference is becoming the primary revenue source for AI companies.

In this context, many competitors such as Cerebras and Groq have emerged with chip lines specifically optimized for reasoning.

Key products like Blackwell are considered to consume a lot of electricity and are not yet optimized for the new phase.

To adapt, NVIDIA has spent billions of dollars on technology partnerships and developing specialized chips for inference.

The AI ​​race has entered a new phase, putting NVIDIA's dominant position in serious question for the first time.

Source: https://khoahocdoisong.vn/nvidia-gap-bien-lon-ky-nguyen-ai-doi-chieu-post2149093316.html