NVIDIA’s CEO Talks about the Evolution of Moore’s Law and Challenges in Chip Supply
On February 24th, NVIDIA CEO stated in a recent interview that Moore’s Law has evolved into a systemic issue covering a wide range of fields, not just limited to the chip industry. The focus now lies more on the interconnectivity and collaborative capabilities among multiple chips. About 10 to 15 years ago, we embarked on the journey of computer disintegration, enabling seamless connections between multiple chips to work together.
Reports surfaced last year indicating that some customers had to wait several months to get their hands on NVIDIA’s AI GPUs. Huang Renxun mentioned, “I believe that our supply will continue to be constrained this year. Demand may not be met this year and even next year.”
During the interview, Huang Renxun also mentioned that Blackwell, the next-generation GPU, has been introduced, breaking performance records. This will be incredible, and with the continuous surge in AI demand, acquiring their new GPUs in the future will definitely not be an easy task.
These generative tasks will undoubtedly be carried out by efficient GPUs spread globally. Therefore, I believe that NVIDIA is at the beginning of a search for enhanced generative computing revolution. Generative AI will become an indispensable part of almost everything.
The U.S. chip control measures also led Huang Renxun to point out that China has many highly competitive offerings, and these measures may encourage the growth of even more excellent companies.
When asked about the widespread attention garnered by Huawei’s Mate 60 smartphone last year due to its in-house developed 7nm chip, Huang Renxun emphasized that Huawei is a very good company. Despite facing constraints of existing semiconductor processing technologies, they can still build very powerful systems by aggregating many chips together.
Huang Renxun also mentioned that the U.S. controls being implemented will undoubtedly restrict China’s ability to access cutting-edge technology. This implies that in the technology race, countries in the West that are not bound by export controls may gain more advantages, accelerating their progress in the tech field.
For China, this undoubtedly increases the cost and difficulty of acquiring technology. From a technological standpoint, China might be able to compensate for this limitation by aggregating more chip manufacturing systems, but such a solution will undoubtedly increase unit costs and raise production complexity.
