Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
20 Apr 2022 Acquired Nvidia Part II: The Machine Learning Company (2006-2022)
“I think you just have to bet that because they have the developer's attention because they now have the relationships to sell into the enterprise, they're just going to continue to be able to do their own innovation, but also fast follow when it makes sense to redefine GPU as something a little bit heftier and incorporate other pieces of hardware to do other workloads into it.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 20 Apr 2022
- Publisher
- Acquired
Transcript context
…Which seems plausible. Yeah. They've been very good at changing the definition of GPU over time to mean more and more robust stuff and accelerate more and more compute workloads. I think you just have to bet that because they have the developer's attention because they now have the relationships to sell into the enterprise, they're just going to continue to be able to do their own innovation, but also fast follow when it makes sense to redefine GPU as something a little bit heftier and incorporate other pieces of hardware to do other workloads into it. Yup. I think the question for me on an A+ outcome for NVIDIA from the shareholder perspective is, do you need to believe that all the real world AI use cases are going to happen? Do you need to believe, maybe not all of them, but some basket of autonomous vehicles, the Omniverse, robotics, one or multiple of those three are going to happen, they're going to be enormous markets, and then NVIDIA is going to be a key player in them?…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.