NVIDIA Keynote Live Blog (11pm ET/03:00 UTC)

10:58PM EDT - We're back for day two of our live blog coverage of Computex

10:59PM EDT - Following AMD's big, CPU-centric showcase, NVIDIA is on deck this evening to deliver what promises to be a varied keynote touching upon several aspects of NVIDIA's business

11:00PM EDT - The untitled keynote is slated to run for an hour and features a who's who of NVIDIA VPs, including Ian Buck (VP Accelerated Computing), Michael Kagan (CTO), and Jeff Fisher (SVP GeForce)

11:00PM EDT - So expect the keynote to cover everything from datacenters to gaming

11:01PM EDT - And here we go

11:02PM EDT - Starting with a quick promo video of the NVIDIA and the growth of their GPU business from gaming to AI and much more

11:03PM EDT - First up, Ian Buck

11:03PM EDT - Starting with AI

11:04PM EDT - This requires reimagining the datacenter itself

11:04PM EDT - AI is also enabling a new market for digital twins

11:04PM EDT - A potential $150B market

11:04PM EDT - And a further $100B market for cloud game streaming

11:05PM EDT - All of which NVIDIA's partners can tap into by using NVIDIA's hardware

11:05PM EDT - These tasks consume a lot of computing power - so energy efficiency is a big deal

11:06PM EDT - Of course, NVIDIA is also happy to argue that a lot of power can be saved by moving from using CPUs for compute tasks to GPUs

11:07PM EDT - And NVIDIA has a sizable collection of other hardware, including Grace CPUs and ex-Mellanox networking hardware

11:07PM EDT - Now recapping the H100 accelerator

11:08PM EDT - NVLink 4, Multi-Instance GPU, Confidential Computing, transformer accelerator, etc

11:08PM EDT - And NVLink switches for forming larger clusters of computers

11:10PM EDT - And a shout-out to NVIDIA's Taiwanese partners for their part in building these new servers

11:10PM EDT - Current NVIDIA roadmap

11:11PM EDT - Two year rhythm on hardware. Interleaving between x86 and Arm

11:11PM EDT - Now on to Grace

11:11PM EDT - Grace is on track to ship next year

11:11PM EDT - Grace and Grace Hopper

11:12PM EDT - For CPU and CPU+GPU workloads respectively

11:12PM EDT - The Grace Superchip (dual Graces) has 144 cores. It has 1TB of LPDDR5X memory and consumes 500 Watts

11:13PM EDT - And reiterating NVIDIA's plans to put NVLink in all of their silicon, so that it can be linked up to other NVIDIA and third party hardware with a high speed cache coherent interconnect

11:14PM EDT - NVIDIA has developed a large number of reference systems over the years, and they are now producing a new generation of them based on Grace

11:15PM EDT - New CGX, OVX, and GFX refrence designs using Grace and/or Grace Hopper

11:15PM EDT - Announcing HGX Grace and HGX Grace Hopper systems

11:15PM EDT - Both are specifically designed for OEM 2U chassis

11:16PM EDT - Can leverage their existing system architectures

11:16PM EDT - Grace systems will start shipping in the first half of 2023

11:17PM EDT - Now on to talking about Bluefield-3 NPUs

11:18PM EDT - NVIDIA is betting heavily on Bluefield and DPUs becoming essential for datacenters

11:18PM EDT - It is silicon-heavy and will be able to leverage NVIDIA's GPUs for processing

11:19PM EDT - Or as NVIDIA likes to put it, this networking gear will be the backbone of AI systems

11:19PM EDT - Now on to NVIDIA's enterprise software stack

11:20PM EDT - As a reminder, NVIDIA has more software engineers than hardware engineers. So at the enterprise level, software is even more of a differentiating factor for NV than hardware is

11:20PM EDT - The next wave of AI: robotics

11:21PM EDT - "We see a clear demand for automation"

11:22PM EDT - Recapping NVIDIA's Isaac robotics platform

11:23PM EDT - And how Isaac interfaces with omniverse for simulation and robotic training

11:24PM EDT - A big part of enabling this are NVIDIA's pre-trained models available on NGC

11:25PM EDT - Which is another example of where NVIDIA is using software to build up their ecosystem

11:26PM EDT - Isaac Sim using Omniverse

11:26PM EDT - NVIDIA wants to close the sim-to-real gap

11:26PM EDT - Announcing Isaac Sim 2022.1 release

11:27PM EDT - Now rolling a demo of Isaac Sim

11:29PM EDT - Now on to NVIDIA's hardware for robotics: Jetson

11:31PM EDT - NVIDIA's Orin SoC is reportedly performing well in MLPerf benchmarks

11:31PM EDT - The Jetson AGX Orin dev kit is available now

11:32PM EDT - Production systems with Jetson Orin are available now, and many are being announced at Computex this week

11:33PM EDT - Isaac Nova Orin. A state-of-the-art architecture for autonomous mobile robots

11:34PM EDT - One more thing: Drive Hyperion

11:35PM EDT - Hyperion version 8 will start shipping in 2024

11:35PM EDT - And Hyperion 9 is in development for cars shipping starting in 2026

11:35PM EDT - Processes twice as much sensor data as Hyperion 8

11:36PM EDT - And NVIDIA has signed up additional supplier-partners for Hyperion

11:36PM EDT - And now on to gaming with Jeff Fisher

11:37PM EDT - "Taiwan is the birthplace of the PC ecosystem"

11:37PM EDT - Recapping NVIDIA's current stack of hardware, including GeForce RTX series video cards, Max-Q laptops, and G-Sync monitors

11:38PM EDT - PC game hardware is expected to be a $67B market this year, with double digit growth over coming years

11:38PM EDT - Jeff is thanking NVIDIA's partners for their products

11:39PM EDT - "[Ampere] is the world's fastest GPU"

11:39PM EDT - Recapping Ampere family features such as RT cores, DLSS, and NVENC video encoder

11:40PM EDT - Now rolling a video on NVIDIA's driver development process

11:41PM EDT - This appears to be the same (or similar) Game Ready development video they released a couple of weeks back

11:41PM EDT - "Our mission with drivers is to be invisible"

11:42PM EDT - There are now over 250 RTX games and applications

11:42PM EDT - Hitman 3 is getting an update with ray tracing and DLSS

11:43PM EDT - Also announcing that F1 22, which is launching in July, will also have RT and DLSS

11:44PM EDT - Now on to NVIDIA Reflex

11:44PM EDT - "Low system latency helps all gamers"

11:44PM EDT - NVIDIA recently conducted a study on how system latency impacts aim accuracy

11:44PM EDT - Kovaak's system latency challenge

11:45PM EDT - Running another promo video, this time on Reflex

11:45PM EDT - Talking about reducing system latency with Reflex

11:46PM EDT - Reflex is even a plugin in Unreal Engine these days

11:46PM EDT - Currently up to 38 games and 22 monitors

11:47PM EDT - Introducing a new Reflex-capable display

11:47PM EDT - A new 500Hz 1080p 24-inch Asus monitor

11:47PM EDT - TN panel

11:47PM EDT - Includes the Reflex Analyzer

11:48PM EDT - Now on to GeForce laptops with Max-Q

11:48PM EDT - Recapping the Max-Q feature set

11:49PM EDT - New gaming laptops at Computex from MSI, Asus, Gigabyte, and others

11:49PM EDT - Now on to NVIDIA Studio

11:49PM EDT - NVIDIA's creation-focused platform

11:50PM EDT - Now over 200 Studio accelerated applications

11:51PM EDT - And how Omniverse will also help game developers and content creators

11:51PM EDT - Seen a 10x increase in Omniverse downloads

11:51PM EDT - Omniverse is being updated with new features as well, such as Omniverse Cloud and Audio2Face

11:53PM EDT - Now recapping the gaming segment of this keynote and the state of NVIDIA's gaming ecosystem

11:53PM EDT - And Jeff thanks NVIDIA's partners one last time

11:54PM EDT - And by signing off with Toy Jensen, that's a wrap. Thanks for joining us.

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