This week is NVIDIA GTC, or as Futurum Group CEO Daniel Newman called it "the Woodstock of AI". There's been a lot of discussion about the ascendant NVIDIA and how they plan on capitalizing on a hot market.

NVIDIA unveiled Blackwell, their newest architecture. The chip was named after American mathematician David Blackwell and math is most definitely the strong suit of this product line. It has 208 billion transistors to power a second-generation transformer engine for accelerating inferencing. There is also support for fifth-generation NVLink and NVLink Switch connectivity for GPU clusters with speeds of up to 1.8 terabytes per second of bidirectional throughput, which means Blackwell could process the entire bandwidth of the Internet in just 11 units. Blackwell is being integrated into The GB100 and GB200 superchip systems which focus on Tensor core performance and can be combined into new clusters of water-cooled units of up to 72 Blackwell GPUs.

Time Stamps:

0:00 - Welcome to the Rundown

1:18 - CHIPS Act Package is Worth $19.5 Billion

6:12 - Zscaler Acquires Zero-Trust AI Pioneer Avalor

9:05 - Broadcom and Astera Labs Competing in PCIe and Retimer Space

13:03 - Broadcom Announces First Co-Packaged Optics for Scalable AI Systems

17:35 - Mustafa Suleyman to Lead Copilot for Microsoft

21:50 - Selector AIOps Solution Integrates GenAI

25:22 - NVIDIA GTC News and NVIDIA Blackwell Systems

39:52 - The Weeks Ahead

42:22 - Thanks for Watching

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