For the previous few months, I’ve been following the world of AI. The event within the area has been accelerating because the 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 a lot of the AI purposes getting used immediately.
However what’s most fascinating to me is the truth that Nvidia was already ready lengthy earlier than the AI alternative got here. In a latest earnings name with traders, Jensen Huang – the CEO of Nvidia – mentioned this:
It prices some huge cash to do it as a result of you need to do all of the software program and every thing, and you need to construct all of the programs 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 fascinating? Nvidia had been constructing its computing platform for a few years earlier than generative AI got here alongside! When generative AI did come, it grew to become 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 facility 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 will be too late. As an alternative, you put together your self earlier than you even know what the chance may seem 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 simple to copy:
Huang mentioned Wednesday that the corporate’s software program wouldn’t be simple to copy.
“You need 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 believe it is a nice instance of the facility of preparation. Put together your self, and sometime your probability will come.
