Mar 27 2025 16 mins 70
Is NVIDIA poised to shake up the AI industry? Sam Korus and Nicholas Grous are joined by ARK Director of Research, Next Generation Internet, Frank Downing, to discuss the key takeaways from NVIDIA's GTC conference, focusing on the shift from AI training to inference, NVIDIA's innovations in hardware and software, the growing interest in humanoid robots, and the impact of China's AI advancements on chip demand. They explore the competitive landscape, including AMD's position and the implications for companies like Waymo and Microsoft.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
- The next generation of NVIDIA chips will significantly increase compute power.
- AMD has had an advantage in memory per chip, but NVIDIA's software is superior.
- NVIDIA is focusing on humanoid robots and autonomous vehicles.
- The release of a large dataset for training humanoid robots is a significant step.
- Waymo's use of NVIDIA chips confirms their market position.
- China's advancements in AI are increasing demand for chips.
- Generative AI is gaining traction in China, leading to more chip demand.
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