NVIDIA'S HUGE AI Chip Breakthroughs Change Everything (Supercut)

Ticker Symbol: YOU
11 Jun 202326:07

TLDRThe transcript discusses the transformative impact of AI supercomputers on the computer industry, highlighting the shift from traditional CPU scaling to accelerated computing and generative AI. It introduces the H100, a cutting-edge AI supercomputer with 35,000 components and 8 Hopper GPUs, emphasizing its efficiency and performance. The speaker underscores the transition to a new era of computing where software is co-developed by engineers and AI, leading to AI factories that will revolutionize every industry. The development of Grace Hopper, a superchip with nearly 200 billion transistors and vast memory, is also detailed, showcasing its role in creating a more powerful and efficient data center ecosystem. The narrative positions the advancements as pivotal in driving innovation across multiple domains and industries.

Takeaways

  • 🚀 We've reached a Tipping Point in Computing with the advent of accelerated Computing and generative AI, transforming industries significantly.
  • 💡 The H100 is a groundbreaking AI supercomputer with 35,000 components and 8 Hopper GPUs, marking a new era in computer engineering.
  • 🔋 The H100's 60 pounds of technology, worth $200,000, replaces entire rooms of conventional computers, offering unprecedented performance.
  • 🛠️ Accelerated Computing, which took three decades to develop, is now the core of generative AI, revolutionizing software and computation methods.
  • 🌐 The new computer industry involves software programming by engineers in collaboration with AI supercomputers, leading to AI factories in the future.
  • 🔄 The utilization of Nvidia GPUs is extremely high, with data centers and cloud services being overextended due to diverse applications.
  • 🌟 The Grace Hopper Superchip, with nearly 200 billion transistors, is a monumental leap, featuring a large coherent memory between CPU and GPU.
  • 🔗 The connection of 256 Grace Hopper Superchips via nvlink forms an exaflops-capable AI supercomputer, a giant GPU for deep learning and transformative research.
  • 🔧 Nvidia's mgx is an open modular server design for Accelerated Computing, aiming to standardize and future-proof data center infrastructure.
  • 🛡️ Nvidia AI Enterprise is an enterprise-grade software stack for AI workloads, integrated into major cloud platforms, enabling secure and efficient AI operations.
  • 🌍 The future of computing will see AI integrated into every application and industry, with the potential to be one million times faster, opening new possibilities.

Q & A

  • What is the significance of the term 'Tipping Point of accelerated Computing' mentioned in the script?

    -The 'Tipping Point of accelerated Computing' refers to the point at which the technology and its applications have reached a critical mass, making it a mainstream and dominant force in the industry. It signifies that accelerated computing has become efficient, cost-effective, and widely adopted, leading to significant advancements in various domains of science and industries.

  • What are the two fundamental transitions happening in the computer industry today according to the script?

    -The two fundamental transitions are the end of CPU scaling, which previously allowed for a tenfold increase in performance every five years, and the discovery and adoption of deep learning as a new way of doing software. These transitions are driving the current state of computing, particularly in the realm of accelerated computing and generative AI.

  • What is the role of AI supercomputers in the new computer industry?

    -AI supercomputers are pivotal in the new computer industry as they are used to program software, marking a shift from software development being solely the domain of computer engineers to a collaborative effort between engineers and AI. These supercomputers act as 'factories' for producing intelligence, indicating that every major company will have its own AI factory in the future.

  • What does the script mean by 'the computer is the data center'?

    -The phrase 'the computer is the data center' implies that the focus has shifted from individual computers to entire data centers that house numerous systems. These data centers are now considered the primary computational units, and the goal is to build the most cost-effective and high-performance data centers rather than just individual servers.

  • How does the script describe the transformation in the utilization of GPUs?

    -The script describes a significant transformation in the utilization of GPUs, from being perceived as expensive individual units to being integral parts of data centers that contribute to creating cost-effective and high-performance computing systems. The focus has shifted from building the most cost-effective server to building the most cost-effective data center.

  • What is the significance of the Grace Hopper Superchip mentioned in the script?

    -The Grace Hopper Superchip is a groundbreaking development in the script, featuring nearly 200 billion transistors and a vast amount of coherent memory between the CPU and GPU. It represents the world's first accelerated computing processor with a large memory capacity, designed to handle high resilience data center applications and is a key component in building AI supercomputers.

  • What does the script imply about the future of AI and computing?

    -The script implies that we are entering a new era of computing where AI and accelerated computing will revolutionize various industries. It suggests that AI will become an essential utility, much like electricity, and that every company will become an AI producer, using AI factories to generate and apply intelligence in their operations and products.

  • How does the script explain the concept of 'dense computers'?

    -The concept of 'dense computers' refers to the trend of creating computing systems that are compact yet powerful, focusing on performance density rather than size. The script emphasizes the preference for computers that are dense in terms of processing power and speed, rather than just large in physical size.

  • What is the role of Nvidia AI in the ecosystem described in the script?

    -Nvidia AI is presented as the only AI operating system in the world that offers end-to-end deep learning processing. It facilitates everything from data processing to training, optimization, and deployment to inference. Nvidia AI is the engine of AI today, connecting GPUs and other GPUs through technologies like mvlink and infiniband to create larger scale computers that advance AI at an incredible rate.

  • How does the script describe the impact of accelerated computing on different fields?

    -The script describes that accelerated computing, combined with generative AI, has the potential to impact every industry by applying the technology to various domains of science and data processing. It enables the deployment of software in different configurations from cloud to enterprise to supercomputing, thereby addressing a multitude of applications and extending the frontiers of what is possible.

  • What is the significance of the Nvidia mgx server design specification mentioned in the script?

    -The Nvidia mgx server design specification is an open modular server design aimed at accelerated computing. It is designed to be multi-generation, standardized, and flexible to accommodate different configurations of servers for various applications, from scientific computing to cloud graphics and enterprise AI. This design allows for the best time to market and preservation of investment, addressing the diverse requirements of different data centers.

Outlines

00:00

🚀 The Dawn of AI-Enhanced Computing

This paragraph introduces the new era of the computer industry, where software is now programmed not only by computer engineers but also in collaboration with AI supercomputers. The industry has reached a tipping point with accelerated computing and generative AI. The H100, a product of this new era, is mentioned as a revolutionary device that will impact every industry. The production process of the H100 is described, highlighting its 35,000 components and the use of robots in its assembly due to its size and complexity. The paragraph emphasizes the computational power and efficiency of the H100, which replaces an entire room of computers and represents a significant investment. It also outlines the two fundamental transitions happening in the computer industry: the end of CPU scaling and the rise of deep learning, which together drive the current state of computing.

05:01

📈 Accelerated Computing and Its Impact

The second paragraph delves into the concept of accelerated computing and its impact on various domains of science and industries. It explains that the tipping point has been reached due to the widespread application of AI and accelerated computing in fields like data processing and deep learning. The utilization of Nvidia GPUs is highlighted, with almost every cloud and data center being overextended due to the high demand for different applications. The paragraph also discusses the transformation of the computer industry, where software is now produced by engineers working with AI supercomputers, leading to AI supercomputers being considered as new types of factories. The potential of AI to advance at an incredible rate is emphasized, with the expectation of significant leaps in AI research every two years.

10:03

🌟 Introducing Grace Hopper: The Future of AI Supercomputers

This paragraph focuses on the introduction of Grace Hopper, a groundbreaking AI supercomputer that is in full production. It details the specifications of the Grace Hopper processor, which contains nearly 200 billion transistors and a large amount of coherent memory between the CPU and GPU. The paragraph explains how the Grace Hopper supercomputer is assembled, including the use of ndlink to connect multiple Grace Hopper units, resulting in an exaflops computing capability. The design and construction of the supercomputer, including its physical attributes and the technology behind it, are described in detail, emphasizing the high-performance capabilities and the potential for it to be a game-changer in the field of AI and computing.

15:04

🌐 Expanding AI Capabilities Across Data Centers

The fourth paragraph discusses the expansion of AI capabilities across various data centers worldwide. It mentions the collaboration with Google Cloud, Meta, and Microsoft in conducting exploratory research on the frontier of artificial intelligence, discussing the use of advanced computing infrastructure to accelerate the pace of innovation and research in AI.

Mindmap

Keywords

💡Accelerated Computing

Accelerated Computing refers to the use of specialized hardware, such as GPUs, to significantly speed up computational processes. In the context of the video, it is a key trend transforming the computer industry, enabling处理 of large datasets and complex AI algorithms much faster than traditional CPU-based systems. The video highlights how this technology has been developed over three decades and is now reaching a tipping point, where it can be applied across various industries and domains.

💡Generative AI

Generative AI is a branch of artificial intelligence focused on creating new content or data based on patterns learned from existing data. In the video, it is presented as a revolutionary force that is being fully realized with the production of the h100, an AI supercomputer. This technology is expected to touch every industry by automating software programming and creating AI factories that produce intelligence for companies.

💡Tipping Point

The Tipping Point refers to a critical juncture in the development or adoption of a new idea or technology when it begins to spread rapidly or gain widespread acceptance. In the video, the speaker is excited about reaching the Tipping Point of accelerated computing and generative AI, indicating that these technologies have reached a stage where they will significantly impact various industries and become more prevalent.

💡h100

The h100 is an AI supercomputer mentioned in the video, which is significant due to its role in the production and advancement of generative AI. It represents a new type of computer that is designed to work in conjunction with AI systems, marking a shift from traditional computer engineering to a collaborative model involving AI supercomputers.

💡Grace Hopper

Grace Hopper is referred to as a superchip in the video, which is a key component of the new computer industry. It is an advanced processor with nearly 200 billion transistors and a large memory capacity. The chip is designed to be part of AI supercomputers and is integral to the creation of AI factories, signifying a new level of computing capability.

💡AI Supercomputers

AI Supercomputers are high-performance computing systems specifically designed to handle the complex tasks associated with artificial intelligence, such as deep learning and large-scale data processing. In the video, AI supercomputers are depicted as the new type of factories that will produce intelligence for companies, marking a significant shift in the way computing resources are utilized and the nature of industrial production.

💡Data Center

A data center is a facility used to house, power, and connect computer systems and associated components, such as telecommunications and storage. In the context of the video, the data center is redefined as the central computing entity, replacing the traditional concept of a computer as a standalone unit. The focus is on building the most cost-effective and high-performance data centers, rather than individual servers.

💡Transformer Engine

The Transformer Engine is a type of AI processing engine that is integrated into the world's first computer, as mentioned in the video. It is designed to handle the new computing workloads associated with accelerated computing and generative AI, providing a significant performance boost for AI-related tasks.

💡CPU Scaling

CPU Scaling refers to the ability to increase the performance of a CPU by adding more cores or increasing the clock speed. However, the video indicates that the era of CPU scaling has ended, meaning that the historical trend of achieving a tenfold increase in performance every five years at the same cost is no longer possible.

💡Deep Learning

Deep Learning is a subset of machine learning that uses artificial neural networks to learn and make decisions or predictions based on large amounts of data. In the video, deep learning is presented as a fundamental transition in the computer industry, enabling the creation of large language models and driving the development of accelerated computing and generative AI.

💡Nvidia AI

Nvidia AI refers to the AI-specific technologies and software stacks developed by Nvidia, which are designed to optimize and manage AI workloads. In the video, Nvidia AI is described as the only AI operating system in the world, providing end-to-end deep learning processing from data processing to training, optimization, and deployment.

💡MVLink

MVLink is a high-speed interconnect technology developed by Nvidia that allows for the connection of multiple GPUs or other computing modules to function as a single, cohesive unit. This technology is crucial for building large-scale AI supercomputers and data centers, as it enables the creation of systems with massive parallel processing capabilities.

Highlights

The new era of computer industry is marked by the collaboration of computer engineers and AI supercomputers, leading to a Tipping Point of accelerated computing and generative AI.

The h100 is a groundbreaking product that signifies the full-scale production of generative AI, set to impact every industry significantly.

The h100 system board contains 35,000 components and eight Hopper GPUs, showcasing the complexity and power of modern computing systems.

The h100 computer, weighing 65 pounds and worth two hundred thousand dollars, replaces an entire room of other computers, exemplifying the advancements in computing density and efficiency.

The computer industry is experiencing two fundamental transitions: the end of CPU scaling and the rise of deep learning as a new way of doing software.

Accelerated computing has been developed over three decades, leading to the core of generative AI and large language models.

The efficiency of GPU servers is highlighted by the fact that a $10 million investment in a single server can be transformed into 48 GPU servers with 44 times the performance and lower energy consumption.

The goal in the new era of computing is to build the most cost-effective data center rather than just the most cost-effective server, emphasizing a shift in focus towards the bigger picture.

The utilization of Nvidia GPUs is incredibly high, with almost every cloud and data center being overextended due to the demand for various applications.

The Tipping Point of accelerated computing and generative AI has been reached due to advancements in multiple domains of science and industries.

The new computer industry is characterized by AI supercomputers acting as factories, producing intelligence for companies and revolutionizing the way we build and implement software.

The Grace Hopper processor, with nearly 200 billion transistors, is the world's first accelerated computing processor with a massive 600GB of coherent memory between the CPU and GPU.

The Grace Hopper AI supercomputer, consisting of 256 Grace Hopper superchips, is equivalent to one exaflops of computing power and 144 terabytes of memory.

Google Cloud, Meta, and Microsoft will be the first companies to access and conduct exploratory research with the new Grace Hopper AI supercomputer.

The Nvidia mgx is an open modular server design specification aimed at accelerating computing, offering a flexible and multi-generation approach to server design.

Nvidia AI Enterprise is a new software stack that will maintain and manage all of Nvidia's libraries, providing an enterprise-grade and secure software solution for AI workloads.

The introduction of adaptive routing and congestion control in ethernet aims to optimize the performance of high-speed communications in supercomputing data centers.

The benefits of accelerated computing are demonstrated by a 24x increase in throughput for image processing applications when using a GPU versus a CPU.

Nvidia AI Enterprise is integrated into major cloud platforms like AWS, Google Cloud, and Microsoft Azure, expanding the reach of generative AI to enterprises worldwide.