検索結果
-
(続き) "Millions of GPU Data Centers are Coming.” On June 2nd, Jensen Huang made a very important statement about the future of AI that answers quite succinctly why Nvidia is on the verge of becoming the World’s Most Valuable Company: Forbes Daily: Join over 1 million Forbes Daily subscribers and get our best stories, exclusive reporting and essential analysis of the day’s news in your inbox every weekday. And so the amount of generation we're going to do in the future is going to be extraordinary.” - Jensen Huang, CEO of Nvidia, Computex keynote Today, there are tens-of-thousands of GPUs in data centers. By end of 2025, there will be hundreds-of-thousands of GPUs in data centers. Due to the market’s forward-looking nature, 2025 is getting close to being fully priced in. Here is a slide of what this looks like from the perspective of scaling the ethernet networking to support a million-plus GPU cluster. Today, there are tens-of-thousands of GPUs in data centers. By end of 2025, there will be ... [+]NVIDIA, COMPUTEX KEYNOTE PRESENTATION Here’s what we know about Big Tech’s purchases, thus far. Microsoft is reportedly looking to triple its GPU supply to 1.8 million GPUs this year to meet elevated demand for Azure, while Meta has disclosed its GPU orders with an announcement for 150,000 H100s last year and 350,000 H100s or H100-equivalents this year. Musk announced that X’s 100,000 H100 cluster would be online in a few months and hinted at a possible 300,000 B200 GPU purchase. (続く)
-
(続き) Yesterday, Nvidia officially surpassed Apple in market cap, which means I delivered on my prediction 2 years early. This lends itself to the question, what do I foresee next for Nvidia, and how am I approaching this heavy hitter in AI. My firm champions full transparency by issuing trade alerts for every buy and sell we make; thus, I’ve included at the end a transparent discussion on how my firm is managing our position today. But first, I unpack why I believe Nvidia can achieve an astonishing $10 trillion market cap by 2030. As you’ll see from the key points to my thesis, there is a bull case where a $10T market cap estimate in a little over six years’ time is not high enough. “The days of millions of GPU data centers are coming. And the reason for that is very simple. Of course, we want to train much larger models. But very importantly, in the future, almost every interaction you have with the Internet or with a computer will likely have a generative AI running in the cloud somewhere. And that generative AI is working with you, interacting with you, generating videos or images or text or maybe a digital human. And so you're interacting with your computer almost all the time, and there's always a generative AI connected to that. Some of it is on-prem, some of it is on your device and a lot of it could be in the cloud [...] (続く)
-
「写真を撮りましょうか?」の英語表現 観光地などでよく耳にする「写真撮りましょうか?」というフレーズ。英語の場合、どのように言うのか分かりますか? ネイティブもよく使うフレーズを紹介していきます。 【1】Do you want me to take a photo? 「写真撮りましょうか?」 【解説】「Do you want me to〜?」は「〜しましょうか?」という意味で使える定番フレーズです。「to」の後には動詞・be動詞の原型がきます。「写真を撮る」と言いたいときの動詞は「take」を使います。 【2】I’ll take a photo for you. 「写真を撮りますよ」 【解説】カメラを持っている相手に対して「撮りますよ」と声をかけるときに使えます。「I’ll take one for you.(一枚撮りますよ)」と言うこともできます。どちらも覚えておくと便利なフレーズです。 【3】Let me take your photo. 「写真を撮りますよ」 【解説】「Let me〜」は「〜させてください」のほかに、「〜しますよ」という意味でもよく使われます。このとき使う動詞は原型となります。写真を撮る際は、「Smile!(笑って!)」などと一言かけて撮ると良いでしょう。
-
President Donald J. Trump Great Patriot Charlie Kirk, Head of Turning Point USA, has a wonderful new Book coming out next week, “RIGHT WING REVOLUTION.” It is a MUST READ for those who want to take our Country back from the Radical Left Lunatics who are destroying it. This will be very helpful reading for those looking to Save our Nation. Get your copy today! 偉大な愛国者、ターニングポイントUSA代表のチャーリー・カークは、来週素晴らしい新著「右翼革命」を出版します。これは、国を破壊している過激な左翼狂人から国を取り戻したい人にとって必読の書です。この本を読めば、この国を救おうと考えている人たちにとって、とても参考になるはずです。今すぐ手に入れよう! https://www.barnesandnoble.com/w/right-wing-revolution-charlie-kirk/1144945371
-
President Donald J. Trump As your next Senator, Sam will fight tirelessly to secure our Border, end Migrant Crime, stop Inflation, grow our Economy, STRONGLY SUPPORT OUR GREAT MILITARY/VETS, protect our always under siege Second Amendment, and restore PEACE THROUGH STRENGTH. 次期上院議員として、サムは国境の安全確保、移民犯罪の撲滅、インフレ阻止、経済成長、優秀な軍人・退役軍人の強力な支援、常に攻撃を受けている憲法修正第2条の保護、そして強さによる平和の回復のために、たゆまぬ努力をします。 2/3
-
-
That's non of your business ! Fuck you!
-
子どもたちに遺伝子組み換えコロナワクチン推奨するとか悪魔の所業👿 Wide Awake Media @wideawake_media "It's safe. It's effective. This vaccine is tailored for kids." Remember when Barack Obama and Anthony Fauci visited schools attempting to persuade parents to get their children injected with the unsafe and ineffective mRNA injections? "Come on down and find a spot to get vaccinated... Make sure to do it for your kids, your entire family, as well as for the community at large." 「安全です。効果的です。このワクチンは子ども向けに作られています。」 バラク・オバマとアンソニー・ファウチが学校を訪問し、安全でなく効果のないmRNA注射を子供たちに打たせるよう親たちを説得しようとしていたことを覚えているだろうか? 「ぜひ来て、ワクチン接種を受けられる場所を見つけてください。お子さんのため、ご家族全員のため、そして地域社会全体のためにも、必ず接種してください。」 0:11 / 0:54 午後5:15 · 2024年6月12日 動画 https://x.com/wideawake_media/status/1800803993897021951
-
子どもたちに遺伝子組み換えコロナワクチン推奨するとか悪魔の所業👿 Wide Awake Media @wideawake_media "It's safe. It's effective. This vaccine is tailored for kids." Remember when Barack Obama and Anthony Fauci visited schools attempting to persuade parents to get their children injected with the unsafe and ineffective mRNA injections? "Come on down and find a spot to get vaccinated... Make sure to do it for your kids, your entire family, as well as for the community at large." 「安全です。効果的です。このワクチンは子ども向けに作られています。」 バラク・オバマとアンソニー・ファウチが学校を訪問し、安全でなく効果のないmRNA注射を子供たちに打たせるよう親たちを説得しようとしていたことを覚えているだろうか? 「ぜひ来て、ワクチン接種を受けられる場所を見つけてください。お子さんのため、ご家族全員のため、そして地域社会全体のためにも、必ず接種してください。」 0:11 / 0:54 午後5:15 · 2024年6月12日 動画 https://x.com/wideawake_media/status/1800803993897021951
昨日のXで話題のツイートで取り…
2024/06/15 05:57
昨日のXで話題のツイートで取り上げられていたForbesの記事です。 データセンター向けの需要は今後も伸びるとの内容です。 ================== Here’s Why Nvidia Stock Will Reach $10 Trillion Market Cap By 2030 Updated Jun 7, 2024, 04:40pm EDT(要約) Nvidia has a market cap of $3 trillion today. We believe Nvidia will reach a $10 trillion market cap by 2030 or sooner through a rapid product road map, it’s impenetrable moat from the CUDA software platform, and due to being an AI systems company that provides components well beyond GPUs, including networking and software platforms. (中略) “The days of millions of GPU data centers are coming. And the reason for that is very simple. Of course, we want to train much larger models. But very importantly, in the future, almost every interaction you have with the Internet or with a computer will likely have a generative AI running in the cloud somewhere. And that generative AI is working with you, interacting with you, generating videos or images or text or maybe a digital human. And so you're interacting with your computer almost all the time, and there's always a generative AI connected to that. Some of it is on-prem, some of it is on your device and a lot of it could be in the cloud [...] (中略) If this estimate materializes, Nvidia’s data center segment will be at $320 billion in 2027, up from data center run rate of $90 billion today, with consensus at roughly $145 billion data center segment by end of calendar year 2025 (consensus is total revenue of $157.51, deducting for other segments). ================== 『革ジャンおじさんと愉快な仲間達』に全文掲載