NVDA AI: Why Nvidia is a Must Own Stock! 🔥 Nvidia GTC 2022 🤯 Top 5 Keynotes 🚀

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젠슨 황의 2022 GTC 키노트를 요약한 영상. 엔비디아는 단순 반도체사가 아니라 하드웨어·시스템·플랫폼·애플리케이션을 아우르는 플랫폼 기업이며, 컴퓨팅 성능 증가, 트랜스포머 기반 AI, AI 데이터센터, 로봇, 디지털 트윈 등이 성장 동력이라고 설명. Maxine, Omniverse Avatar, H100(800억 트랜지스터, 4PF FP8, A100 대비 6배 성능), Grace CPU, Eos 슈퍼컴퓨터 등 신제품을 소개. 발언자는 엔비디아 비중이 포트폴리오의 5~6%이며 주가 상승을 언급하고 강세 입장을 밝힘.

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01. so first and foremost guys nvidia is no longer just a semiconductor company not at all in fact it's a platform in this latest gtc event this keynote from jensen wong the ceo it was absolutely mind-boggling i've watched it three times it's 90 minutes long i've watched it three times and i've spent hours on top of that editing i probably got a dozen hours into this and i'm bringing this video just putting it together concisely as i can in minutes i'm gonna break down the company what it looks like today nvidia as a platform then i'm gonna go into my five highlights really from the keynote so the five key takeaways from this keynote that really just left me just absolutely in awe guys i mean i i literally got done watching it the first time and i was like i need to go buy more nvidia now i'm up on nvidia like 600 percent it's five six percent of my portfolio but i'm looking at it saying man i need to buy more of the stock is it cheap no it's expensive but i'm telling you man nobody even comes close to these guys when you start digging under the hood what they're doing so let's break it down in this video you're going to want to see this one stay tuned nvidia is pioneering accelerated computing an approach that demands full stack expertise we built nvidia like a computing stack a neural network so on this keynote they announced new products across their entire stack and there's really four layers to their stack the first is hardware and that's what most people think in video is hardware semiconductors equipment for graphics processors things like that so that's the first layer the second layer is system software then they have platform software and now they have applications and they really allow their customers to use these how they please whatever's best for their business needs now from these four layers guys these four layers are driving five dynamics is what jensen won called them the first is million x computing in fact they want to grow computing again by another million x in the next 10 years so in the last 10 years they've increased computing power by a million x the second thing they talked about was transformers and how they're turbo charging ai third is data centers are becoming ai factories for these large businesses that have huge amounts of data that they can mine and use to their advantage to to help with their customers with selling products all sorts of different use cases number four exponential increase in demand for robotic systems especially when you think of warehouses think of amazon they use tons of robots within their warehouses and number five this is big guys digital twins for the next generation of ai i'm gonna break this down for you i'm gonna show you my five favorite highlights or my five favorite takeaways from this keynote presentation let's take a look at what maxine can do invader maxine reinvents real-time video communication with the magic of ai thanks to maxine we can now hear and see each other better and we feel more connected and included even when language becomes a barrier to stay engaged with my audience maxine helps me keep eye contact with everyone on the call okay hold the phone you guys seeing this i mean it might not feel like a big deal but think about this for a second i can be reading a teleprompter or a script and my eyes are glued to you as the audience this is a huge deal think of like business you think of executives presenting their teams or to customers client meetings this is really cool stuff no magnifica maxine comprehensive oh yes absolutely maximum this is an excellent example of how ai can be used for daily applications i mean this is breaking down language barriers allowing us to do business in other countries that we couldn't do business in before communicate with people we couldn't communicate with before i think this is great and it's just the tip of the iceberg we're just getting started and as these guys continue to accelerate this ai some of the technologies that will be created from this and some of the things that will be unlocked i don't even think our brains can fathom it quite yet okay so that was maxine that's nvidia's web conferencing ai now it's just one technology one takeaway that i want to bring to you today out of five the next one i want to cover is omniverse avatar and this is going to show you that video with toy jensen check this out let me welcome back toy jensen an application we built with omniverse avatar remember toy jensen is not recorded he's completely real time making eye contact making conversation and fully animated i got a few questions for you sure ask me anything what is synthetic biology synthetic biology is about designing biological systems at multiple levels from individual molecules up to whole cells and even multicellular assemblies like tissues and organs to perform specific functions can you give me some examples some current uses of synthetic biology involve creating biofuels engineering bacteria with useful properties not found in naturally occurring organisms developing by sensors capable of detecting environmental toxins producing biopharmaceuticals and manufacturing chemicals via fermentation rather than petrochemicals tj that was great can you tell us how you were made avatar is a framework built on the omniverse platform it lets you quickly build and deploy avatars like me what's also exciting is that i can be run from the cloud the data center or any other disaggregated system all thanks to tokyo tokyo is an application built with omniverse avatar and it brings customer service ai to retail stores quick service restaurants and even the web okay so that was toy jensen maybe you really liked toy jensen maybe he thought he was a little bit creepy maybe he got some terminator vibe some skynet vibes hard to say but either way it's really cool technology what i think is really important to highlight there is it's omniverse avatar so it's using the omniverse platform and what's really exciting about omniverse you think a lot of people think metaverse omniverse has tons of real world use cases for example amazon actually uses nvidia omniverse for their warehouses to make those more efficient they actually use them for the robotics to create a digital world basically a recreation a digital sample so they can use that to plan out how the robotic systems works and things like that there's a 90 minute video the keynote video that goes into this and covers tons of use cases but not just amazon you think of biotech companies using this there's some really cool stuff going on with with gene therapy that nvidia is a part of when you think of industrials you think of manufacturing they're using what they call digital twins digital twins to make those predictive models to basically make a digital sample of something that's real in order to to use that to make predictions and actually even recreating the weather trying to create a predictive model that shows us what the weather might do a week in advance so they're using this omniverse platform for a ton of different use cases and i think it's just getting started there's a lot of opportunity with this within the nvidia platform ai the creation and production of intelligence so we have created the nvidia ai accelerated program to work with developers in the ai ecosystem to engineer solutions together that customers can deploy with confidence nvidia ai democratizes ai so that every industry and company can apply ai to reinvent themselves the computing infrastructure of ml ops is fundamental and its engine is the ampere architecture a100 today we are announcing the next generation the engine of the world's ai computing infrastructure makes a giant leap this stuff right here guy i'm telling you as someone who's really into technology i can just nerd out on this stuff i mean we are going to a whole nother stratosphere when you look at the h100 chips and what these things can do you have to watch the 90 minute video because it's absolutely breathtaking but check this out introducing nvidia h100 the h100 is a massive 80 billion transistor chip using tsmc 4n process a single h-100 sustains 40 terabits per second of i o bandwidth to put it in perspective 20 h-100s can sustain the equivalent of the entire world's internet traffic let me highlight five groundbreaking inventions i mean jensen you can highlight as many inventions you want but you already got my money like i i don't i can't think of another time you know tesla and nvidia are two where you watch these presentations these ai presentations and just they blow your mind and they get excited as an investor i'm not one to like hype things up but i'll tell you what like watching this makes me very very bullish on the future of nvidia it makes me want to even have more shares of the stock this is great stuff guys and i hope you're enjoying you know my version of this 90 minute video and kind of putting my own spin on it and sharing my my thoughts with you guys so hopefully hopefully you guys appreciate this one took a lot of time to make so hopefully it's it's an entertaining one and if it is guys if you're not a subscriber subscribe now click that bell to get notifications you want to help me out and get this one in the algorithm so other people can see it drop me a like drop me a comment share it with your friends watch the video again i appreciate you guys let's keep moving on for ai processing hopper h-100s four petaflops of fp8 is an amazing six times the performance of ampere a100 fp16 our largest generational leap ever confidential computing today is only cpu based hopper introduces the first gpu confidential computing hopper confidential computing protects the confidentiality and integrity of ai models and algorithms of the owners software developers and services can now distribute and deploy their proprietary and valuable ai models on shared or remote infrastructure protecting their intellectual property and scaling their business models okay so that that's massive that's the fourth one i want to cover today it's massive for for obvious reasons and i want to show that clip because it really just explains it for you but being able to lock down your ai and using other models like that use it in other scenarios for businesses this is going to be really really big and it's something that we really haven't experienced before so it's going to unlock a lot of different doors and 768 terabytes per second of memory bandwidth 768tb per second in comparison the entire internet is a hundred terabytes per second at traditional scientific computing eos is 275 petaflops or 1.4 times faster than the fastest science computer in the us the a100 power summit at ai eos is 18.4 exaflops or four times the ai processing of the world's largest supercomputer the fugaku in japan we expect eos to be the fastest ai computer in the world eos will be the blueprint for the most advanced ai infrastructure for our oems and cloud partners let me update you on grace our first data center cpu i am pleased to report that grace is progressing fantastically and on track to ship next year we designed grace to process giant amounts of data grace will be the ideal cpu for ai factories and this is grace hopper a single superchip module with direct chip to chip connection between the cpu and gpu but i only told you half the story the full grace is truly amazing the grace cpu can also be a superchip made up to two cpu chips connected coherently over envy link chip to chip grace superchip has a 144 cpu cores and an insane one terabytes per second of memory bandwidth over two to three times the top gen five cpus that have yet to even ship all right guys so what i did in this video is i tried to take 90 minutes the keynote presentation from the ceo jensen wong i tried to cram my favorite pieces into a 15 minute video or less hopefully i did a good job if you appreciate the effort drop me a like drop me a comment share this with your friends help me get into algorithm if you really like this check out the 90 minute video go to nvidia go to their youtube page and check out the 90 minute video i guarantee you'll be blown away by the rest of the information it is jam packed from start to finish really good stuff so i'm an nvidia shareholder i'm very long very bullish hopefully appreciate this video guys have a great rest of your day take care