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After riding a demand surge sparked by Big Tech's rush to roll
out chatbots, Nvidia now expects new AI models that are capable
of creating video and engaging in human-like voice interactions
to spur more orders for its graphics processors.
"There's a lot of information in life that has to be grounded by
video, grounded by physics. So that's the next big thing,"
Nvidia CEO Jensen Huang told Reuters on Wednesday.
"You've got 3D video and you've got a whole bunch of stuff
you're learning from. So those systems are going to be quite
large."
The need for more computing power to train and run advanced AI
systems has buoyed demand for Nvidia's Grace Hopper chips such
as the H200, which was first used in OpenAI's GPT-4o - a
multimodal model capable of realistic voice conversation with
the ability to interact across text and image.
Nvidia's other customers, including Google DeepMind and Meta
Platforms, have also released AI image or video generation
platforms.
The chipmaker on Wednesday forecast quarterly revenue far above
estimates, after clocking more than five-fold growth in sales at
its data center unit in the first quarter.
"The demand is broad based and the large language models need to
be increasingly multimodal, understanding not just video but
also text, speech, 2D and 3D images," said Derren Nathan, the
head of equity analysis at Hargreaves Lansdown.
AI models for video used in the automotive industry are also
emerging as a big driver of demand for Nvidia chips.
Tesla has expanded its cluster of processors used in AI training
to about 35,000 H100s as it chases autonomous driving, Nvidia's
finance chief Colette Kress said on a post-earnings call on
Wednesday.
Kress added that the automotive industry was expected to be the
largest enterprise vertical in Nvidia's data center business
this year.
"It (video generation) is certainly one of the strong and
already proven use cases for AI and it is extending beyond just
content production," Hargreaves Lansdown's Nathan said.
(Reporting by Arsheeya Bajwa in Bengaluru and Stephen Nellis in
San Francisco; Writing by Aditya Soni; Editing by Anil D'Silva)
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