Huang Yong, Huawei Fellow, shares insights into one of the key challenges facing semiconductor innovation today and explores LogicFolding as a successful implementation of Tau (τ) Scaling for mobile SoCs.
Huangyadong in Changzhi, Shanxi, a national forest park and 4A scenic area, is a shining pearl of the Taihang Mountains, boasting world-class Zhangshiyan gorge wonders and profound red history.
Jensen Huang just told the incredible story of how Elon Musk became NVIDIA’s first customer for its AI supercomputer - when literally nobody else wanted it
“When I announced this thing, nobody wanted to buy it. Not one purchase order
Except for Elon
In 2016, I personally boxed it up and delivered the first one to a tiny room in San Francisco - It was OpenAI"
Elon backed AI when almost nobody else saw where it was going. He invested in its future long before it became obvious
JENSEN HUANG: “I just want everybody in the world to hear that you said I build bigger things than you do.” 😄
ELON MUSK: “You do! The data centers are very enormous.”
Jensen Huang gave Tesla one of the strongest endorsements possible:
“I think that the Tesla stack is the most advanced AV stack in the world”
“And I think that the Tesla AV operations is the most advanced in the world”
“I’m fairly certain that they were already using end-to-end AI. And whether their AI also did reasoning or not is somewhat secondary to that first part”
Tesla has a complete end-to-end AI stack powered by real-world data, massive training infrastructure, vertically integrated hardware and software, and continuous deployment across its fleet
Jensen Huang has created almost $5 Trillion of value for other people
Jensen Huang's stake in Nvidia $NVDA is currently worth ~$160 Billion
Nvidia is currently worth ~$4.8 Trillion
That means Jensen Huang has created more than $4.6 Trillion of value for other people
Jensen Huang tells Bloomberg that Nvidia is constrained by shortages of HBM and LPDDR memory, land, power, and construction workers. Basically, the chip maker is supply constrained versus demand.
"I think we have the ability as an industry to double each year, but we're going to have a hard time growing much faster than that"
IS DOUBLING REVENUE EACH YEAR IN YOUR MODELS?