For the previous few months, I’ve been following the world of AI. The event within the area has been accelerating for the reason that launch of ChatGPT in November final yr. Invoice Gates wrote again in March that the age of AI has begun.
One of many winners of this AI increase is Nvidia. Its chips energy many of the AI purposes getting used right now.
However what’s most attention-grabbing to me is the truth that Nvidia was already ready lengthy earlier than the AI alternative got here. In a latest earnings name with buyers, Jensen Huang – the CEO of Nvidia – said this:
It prices some huge cash to do it as a result of it’s a must to do all of the software program and every thing, and it’s a must to construct all of the techniques and so forth and so forth. However we’ve been at it for 15 years.
And what occurred is when generative AI got here alongside, it triggered a killer app for this computing platform that’s been in preparation for a while.
Isn’t that attention-grabbing? Nvidia had been constructing its computing platform for a few years earlier than generative AI got here alongside! When generative AI did come, it turned the killer app for one thing that had been ready for years.
It jogs my memory of this quote by Abraham Lincoln:
I’ll research and put together myself, and sometime my probability will come.
I actually like this quote. Why? As a result of it jogs my memory of the ability of preparation. You put together first, and sometime your alternative will come. You don’t wait till the chance comes earlier than you begin making ready; no, that might be too late. As a substitute, you put together your self earlier than you even know what the chance would possibly appear like.
Within the case of Nvidia, it’s so ready that it primarily has no rivals. Here’s what WSJ wrote:
The corporate at present has no competitor that may match it in its breadth of chips and software program for the computing-intensive calls for of generative AI.
Moreover, its benefit is not easy to duplicate:
Huang mentioned Wednesday that the corporate’s software program wouldn’t be simple to duplicate.
“It’s important to engineer the entire software program and the entire libraries and the entire algorithms, combine them into and optimize the frameworks, and optimize it for the structure, not only one chip however the structure of a complete information heart,” he mentioned on a name with analysts.
I feel it is a nice instance of the ability of preparation. Put together your self, and sometime your probability will come.
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