Nvidia CEO says ‘reasoning’ AI will rely on cheaper computers
Jensen Huang, CEO of Nvidia, said the future of artificial intelligence (AI) will be services that can “reason”, but at such a stage the cost of computing must first be reduced.
Next-generation tools will be able to respond to questions by going through hundreds or thousands of steps and thinking about their own conclusions, he said during a podcast hosted by Rene Haas, CEO of Arm Holdings Plc. That will give this future software the ability to reason and differentiate itself from current systems like OpenAI’s ChatGPT, which Huang says he uses every day.
Nvidia will pave the way for this progress by improving chip performance two to three times every year, while maintaining the same cost and energy consumption, Huang said. This will change the way AI systems handle inference: the ability to spot patterns and draw conclusions.
“We are able to achieve incredible intelligence cost savings,” he said. “We all realize the value of this. If we can massively reduce costs, we can do things at the point of inference, like reasoning.”
The Santa Clara, California-based company has more than 90 percent of the market for so-called accelerator chips – processors that speed up AI work. It has also expanded into selling computers, software, AI models, networking and other services – part of an effort to get more companies to embrace artificial intelligence.
Nvidia is facing attempts to loosen its grip on the market. Data center operators such as Amazon.com Inc.’s AWS and Microsoft. develop internal alternatives. And Advanced Micro Devices, already an Nvidia rival in gaming chips, has emerged as an AI contender. AMD plans to share the latest news about its AI products at an event on Thursday.
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