Says UALink and Ultra Ethernet won't be threat for years as he reveals successor to Blackwell and free NIMs
Speaking at an Nvidia event timed to coincide with Taiwan's Computex conference, Huang was asked for his reaction to the recentUALink is all about connecting GPUs – the same job Nvidia gives to its NVLink technology.
That's an interesting line of attack because Intel and AMD, and all enterprise-grade server makers, have a tricky relationship with Nvidia. On the surface it's all smiles, because nobody will risk not certifying their hardware to run Nvidia accelerators as doing so means missing out on the AI boom. Yet the entire x86 server ecosystem also wants to compete with Nvidia, making a push for open networking a way to challenge the GPU champ without threatening its core datacenter business.
He wouldn't elaborate on those improvements, but earlier at the event announced that Nvidia's SpectrumX switching range has adopted an annual release cadence."We will do something mechanically and electrically different every year," he said, describing Nvidia's release plan as"speed up, scale out."Speaking of that stack, Huang also used Nvidia's pre-Computex keynote to reveal a little about the successor to its Blackwell platform named"Rubin.
That answer was provided during a media Q&A session for which Huang arrived 30 minutes late, and immediately interrupted to ask for his lunch on grounds he had missed that meal"CEOs aren't fed very well," he said. Asked if he was concerned that China will develop AI hardware to rival Nvidia's own, Huang stated that he takes Chinese competitors"very seriously" and then called for another question ... one of which concerned Nvidia's AI PC ambitions and earned a remark that the RTX graphics card is his company's effort in the field and is present in machines from major manufacturers.
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