In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research share their puts and takes from NVIDIA's GTC 2024 event which took place this week in person for the first time in five years. Leonard and Karl were there live partaking in the energy in the NVIDIA ecosystem fueled by generative AI hype and excitement.

The duo talk and debate about:

• Key impressions of the first in person GTC event in 5 years! (2:49)
• Blackwell and the Mixture of Experts (3:46)
• NVLink or Ethernet? That is the question (7:39)
• Cost, the barrier to innovation, but not vision (12:28)
• Serendipity - Private course in AI with Bill Dally (14:20)
• NVIDIA, the AI systems company - the implications (15:00)
• NVIDIA Inference Microservices (17:14)
• The 2nd Gen Transformer Engine (25:21)
• Great! Selling tons of GPUs. Where is the end market value? (27:33)
• The tangible value of the Gen AI hype and investment (31:43)
• Final thoughts on NVIDIA GTC 2024 (35:02)

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Check out Cambrian-AI Research at www.cambrian-ai.com and get in touch with Karl Freund on LinkedIn. You can also read his research on Forbes where he has a column.

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