I’ve been following the world of AI for the past few months. The development of the field has been accelerating since November last year. Bill Gates wrote in March that the age of AI has begun.
NVIDIA is one of the winners of the AI boom. Its chip power is most AI applications that are being used today.
But the most interesting thing to me is the fact Nvidia is ready A long time ago An AI opportunity is here. NVIDIA CEO Jensen Huang said in a recent earnings call with investors:
It costs a lot of money to do this because you have to do all the software and all the software, and you have to build all the systems, and so on. But we have been working for 15 years.
What happens is that when the generative AI appears, it triggers a killer application for a computing platform that has been ready for some time.
Isn’t that very interesting? NVIDIA has been building its computing platform for many years forward The generated AI appears! When the generation AI does come, it becomes a killer app for things prepared for years.
This reminds me of this episode by Abraham Lincoln:
I will learn and prepare myself, and one day my chance will come.
I really like this offer. Why? because It reminds me of the power of preparation. You’re ready The firstOne day, your opportunity will come. You don’t wait until the opportunity comes before you start preparing; no, that’s too late. instead, You’ll be ready before you even know what the opportunity might look like.
As far as NVIDIA is concerned, it is so prepared that it has no competitors in nature. This is written by WSJ:
The company currently has no competitor that can match the compute-intensive needs of generating AI in terms of the breadth of its chips and software.
Furthermore, its advantages are not easy to replicate:
Huang said Wednesday that the company’s software is not easy to replicate.
“You have to design all the software, all the libraries and all the algorithms, integrate them into and optimize the framework and optimize the architecture, not just one chip, but the architecture of the entire data center,” he said in a call with analysts.
I think this is a great example of the power of preparation. Prepare yourself, and one day your chance will come.
