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Nvidia GTC takeaway: AI will follow the data
- At Nvidia's GTC keynote, CEO Jensen Huang discussed AI in the context of cloud, data centers, and robotics, emphasizing the importance of data locality.
- The rise of a new computing era driven by extreme parallel processing and accelerated computing is transforming the trillion-dollar data center business.
- Data center spending grew significantly in 2024, with AI workloads seeing a substantial increase while traditional workloads declined.
- During market transitions like the shift to AI workloads, companies must adapt quickly to align with new conditions and technologies to succeed.
- David Floyer's methodology analyzes technology adoption based on value, volume, and velocity, offering insights into market transitions.
- Upcoming analysis will focus on the AI inference at the edge of networks and the robotic opportunity, aiming to quantify the potential market.
- Quantifying the massive AI market will aid in forecasting the transition to accelerated workloads and drive better understanding of emerging technologies.
- Disclosure: Statements made regarding companies are views held by SiliconANGLE Media and should not be considered as investment advice.
- SiliconANGLE co-founder, John Furrier, emphasizes the importance of community support to provide free, relevant content in the industry.
- Community support is vital for platforms like TheCUBE to continue delivering valuable content and insights from industry experts.
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