Jensen Huang Unveils Three Generations of GPUs: Breaking Moore’s Law to Build an AI Empire and Solve ChatGPT’s Global Power Consumption Problem

NVIDIA’s Revolutionary Blackwell GPU Slashes GPT-4 Training Power by 350x and Sets the Stage for the Future of AI

Summary:

NVIDIA’s Jensen Huang unveils the Blackwell GPU, breaking Moore’s Law, and outlines a roadmap to dramatically reduce GPT-4’s power consumption.

(AIM)—Jensen Huang, NVIDIA’s charismatic leader, recently made a high-profile announcement that left the tech world buzzing: the Blackwell GPU, now in mass production, will reduce the training power consumption of the 1.8 trillion parameter GPT-4 by a staggering 1/350 over the next eight years. NVIDIA’s incredible product iteration not only breaks Moore’s Law but also sets a new course for AI development. Huang also unveiled a roadmap for the next three generations of GPUs.

The crowd was ecstatic as Huang showcased Blackwell, the largest chip ever created, encapsulating an astonishing amount of technology. According to Huang, this chip is “the most complex and highest-performing computer ever made.” In just eight years, the energy consumption for training GPT-4 will drop from 1,000 gigawatt-hours to just 3 gigawatt-hours, and inference energy consumption will plummet by 1/45,000.

Breaking Moore’s Law with Blackwell

NVIDIA’s rapid product iteration has rendered Moore’s Law obsolete. As Huang puts it, NVIDIA follows its own version of Moore’s Law. With a firm grip on both hardware and CUDA software, Huang confidently navigates through “compute inflation,” predicting that in the near future, every computation-intensive application and data center will be accelerated.

The roadmap for the next generations includes Blackwell Ultra (2025), Rubin (2026), and Rubin Ultra (2027). Huang’s “buy more, save more” mathematical formula also made a return, emphasizing cost efficiency.

A New Era of Computing

Huang began his presentation with a demonstration in the Omniverse simulation world, stating, “NVIDIA is at the intersection of computer graphics simulation and artificial intelligence, which is our ‘soul’.” This convergence of accelerated computing and AI is set to reshape the computer industry, marking the start of a new era.

Historically, computing has undergone significant transformations. In 1964, IBM’s System 360 introduced the CPU, separating hardware and software via operating systems. The PC revolution in 1995 democratized computing, and the 2007 launch of the iPhone put “computers” in our pockets. Each of these milestones was driven by pivotal technologies, and now, we are witnessing another historic shift.

Accelerated Computing: GPUs and CUDA

For the past 20 years, NVIDIA

has been pioneering accelerated computing. For instance, the advent of CUDA has significantly accelerated CPU workloads. Specialized GPUs have proven to be even more effective. Instead of waiting hours for an application to run, GPUs enable tasks to be completed in seconds or minutes.

NVIDIA introduced heterogeneous computing, allowing CPUs and GPUs to work in parallel, boosting performance 100-fold while only tripling power consumption and increasing costs by 1.5 times. This innovation has transformed billion-dollar data centers into AI factories, saving companies hundreds of millions of dollars in cloud data processing costs. Huang’s mathematical formula, “the more you buy, the more you save,” underlines this efficiency.

Redefining Software for Hardware Acceleration

NVIDIA’s unique contribution extends beyond hardware to rewriting software for hardware acceleration. From deep learning frameworks like cuDNN to physics simulations with Modulus, and communication technologies like Aerial RAN, NVIDIA has developed specialized CUDA software across various domains. This is akin to how OpenGL is vital for graphics and SQL for data processing; CUDA is indispensable for accelerated computing. The CUDA ecosystem now spans the globe, with millions of developers enhancing performance and energy efficiency.

Building the AI Factory

The 2012 breakthrough with AlexNet, trained on NVIDIA GPUs, marked NVIDIA’s entry into AI. The company has since reinvented itself to meet the demands of scaling neural networks, leading to innovations like the Tensor Core, NvLink, TensorRT, and DGX supercomputers. These innovations, initially misunderstood, now underpin the creation of large language models (LLMs) like ChatGPT, trained on thousands of NVIDIA GPUs.

The introduction of transformer architecture in 2017 necessitated larger datasets and computational power, prompting NVIDIA to build even more powerful supercomputers. ChatGPT, trained on NVIDIA’s extensive GPU infrastructure, showcased the potential of generative AI, marking the beginning of a new AI era.

The Rise of Blackwell and Future Generations

NVIDIA’s latest Blackwell GPU represents a major leap forward. Designed for inference and token generation, Blackwell drastically reduces energy consumption per token, making it viable for everyday AI applications. Huang highlighted that previous models like Pascal required 1,000 gigawatt-hours for training GPT-4, a task now achievable with just 3 gigawatt-hours using Blackwell.

Blackwell’s advancements include significant size, linking two of the largest possible chips via a 10TB/s link, connected to a Grace CPU. This setup is crucial for fast checkpointing during training and context memory storage during inference. Enhanced security features and the fifth generation NVLink further improve reliability and efficiency.

The Impact of Blackwell on AI Factories

Huang showcased the DGX supercomputer, powered by Blackwell GPUs, which achieves a 45-fold increase in FLOPS with only a 10-fold increase in power consumption. This efficiency is critical as AI applications grow more complex and resource-intensive. The new DGX Blackwell integrates 72 GPUs with NVLink technology, allowing massive data transfer rates and interconnected GPU clusters.

Transforming Data Centers and Enabling AI Advancements

NVIDIA’s NVLink technology has revolutionized GPU interconnectivity, enabling the creation of extensive GPU clusters necessary for modern AI workloads. The NVLink chip, with its 500 billion transistors and 74 ports, exemplifies this capability. This technology underpins the development of data centers with millions of GPUs, poised to accelerate global AI advancements.

Empowering Developers and Accelerating AI

NVIDIA’s NIM software enables global deployment of LLMs, providing developers with tools to quickly build and deploy AI applications. Supporting Meta’s Llama 3-8B, NIM allows for rapid token generation, enhancing computational efficiency. This ecosystem fosters the creation of digital humans, intelligent agents, and other AI-driven innovations.

The Future of AI: Digital Twins and Embodied AI

Huang’s vision extends to creating digital twins of the Earth and advancing embodied AI. The Earth-2 project aims to predict climate patterns and extreme weather with high precision, leveraging generative AI models and advanced simulations. Embodied AI, capable of understanding and interacting with the physical world, represents the next frontier, with robots and autonomous systems transforming industries.

NVIDIA’s relentless innovation in GPUs and AI technology is driving a new era of accelerated computing. From the revolutionary Blackwell GPU to the ambitious Earth-2 project, NVIDIA is setting the stage for the future of AI, breaking barriers and redefining the possibilities of computing.

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Keywords:

NVIDIA, Blackwell GPU, Jensen Huang, AI empire, Moore’s Law, GPT-4, CUDA, accelerated computing, deep learning, AI factory, digital twins, embodied AI

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