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NVIDIA CEO: "Every single data center in the future will be power limited...We are now a power limited industry."

225,829 views • 1 year ago •via X (Twitter)

10 Comments

Michael McLean's profile picture
Michael McLean1 year ago

@nuclearny

Range ETFs's profile picture
Range ETFs1 year ago

Nuclear power is no longer the future; it’s the present. Get exposure to cutting-edge nuclear companies poised to lead the charge in safe, efficient, and low-carbon energy production. Consider $NUKZ for your gateway to sustainable energy investments.

data center daddy's profile picture
data center daddy1 year ago

But… I want it all

Tom Andersen's profile picture
Tom Andersen1 year ago

Thanks primarily to @Greenpeace.

Jason Carman's profile picture
Jason Carman1 year ago

Hm... someone should make a film about unlocking more power

Nicholas Teague's profile picture
Nicholas Teague1 year ago

Jensen is very good at describing the current state of the industry.

Steve's profile picture
Steve1 year ago

Link to full video?

Zevoxoh Malkza's profile picture
Zevoxoh Malkza1 year ago

he already know Chips Foundry don't have bottleneck anymore

Amoronican Classico's profile picture
Amoronican Classico1 year ago

He should ask the Chinese how to do it.

Joe LaRusso 🔌 🕳🐇's profile picture
Joe LaRusso 🔌 🕳🐇1 year ago

Glad to see he's thinking of power limitations as an incentive to drive computing efficiency.

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Nvidia just spent $4 billion on a technology 99% of people have never heard of. But in 3 years, every AI data center on Earth will need it. And Nvidia just LOCKED UP the supply. Here's what happened: Nvidia invested $2 billion in Coherent and $2 billion in Lumentum. You probably never heard of these companies. They make photonics technology. Systems that transmit data using LIGHT instead of electricity. Sounds like sci-fi. But this is the most important infrastructure bet in AI right now. Here's the problem Nvidia just solved for itself: AI data centers are hitting a wall that has nothing to do with chips, energy, or money... Copper wiring is dying. Every data center on Earth moves data between GPUs using copper cables. But at the speeds AI now demands, copper physically cannot keep up. Signal degrades. Heat explodes. Power consumption skyrockets. Right now, 30% of the electricity in an AI data center is wasted just MOVING data from point A to point B. An MIT researcher said: "Copper's not going to cut it. It gets too hot. Too much power consumption and loss." Jensen Huang admitted it himself too: "We use copper as far as we can, about a meter or two. But where data centers are the size of a stadium, we need something else." That something else is photonics. Replacing copper with laser-powered fiber optics built directly into the chip. The numbers are insane: - 3.5x more power efficient - 10x better network reliability - Data moving at 102 terabits per second Wells Fargo estimates the photonics market will hit $10-12 billion by 2030. And Nvidia just bought privileged access to the two companies that make the advanced lasers every single one of these systems will need. This is the Nvidia playbook on repeat. They did this with CoreWeave. Invested $2 billion, locked up GPU capacity, created a dependent customer. They did this with memory suppliers. Secured HBM allocations years in advance while competitors scrambled. Now they're doing it with photonics. Invest early. Lock up supply. Make the entire ecosystem dependent on companies that are dependent on Nvidia. By the time competitors realize photonics is the bottleneck, Nvidia already OWNS the supply chain. Every data center, AI factory, and GPU cluster will need this technology to function at scale. Nvidia will become even more important.

Ricardo

640,799 views • 5 months ago