Nvidia Unveils Blackwell Chips to Extend AI Dominance

This was a widely anticipated announcement on a kind of essential for the continued evolution of the company's Blackwell chip. You know about two and a half times more powerful than the hopper platform that it replaces. So the B 100 that's going to be the new technology to replace the H 100. But I think as well as the performance the CEO is very keen to emphasize the reduced power consumption of this new platform which obviously every every corporate is incredibly sensitive now to their environmental footprint. And so be able to do much more computational processes and tasks doing them more quickly but doing them without being so power hungry is incredibly important to us. I think that's an important element to see. I don't think anybody really heard anything they weren't expecting to hear. But you know there was lots of fanfare about how the world is getting more and more complex and computational driven and that these these chips are developing. They're going to continue to be kind of in strong demand. I think they put it enough to kind of convince people that they continue to main maintain a big edge over their their rivals in terms of delivering these things and broadening their market. Their big customers are the big data center and cloud companies. And there's a lot more that goes on inside day sensors than just the processing. There's connectivity between all these different computers and devices and they're getting into that market in a bigger way too. So they're kind of expanding their addressable market into into other ways. And it's interesting as you say that they're looking to address those energy concerns around and around a eyes and energy consumption. We'll see and see if the analysts latch on to that as well. In terms of the moat then that exists between NVIDIA and its competitors have they widened that moat with this B 100 with the black. Well or is AMD and others are they catching up. It's hard to say. My initial reaction would be maybe they've widened it a bit. But you know we'll just have to see what happens this year in terms of other announcements. But I think that the very least they're definitely maintaining it. Probably one of the other interesting things we saw yesterday was towards the end a new robotics platform which actually Disney is looking to use. They actually had two kind of quite small robots that are kind of Disney themed. Come on. They kind of remind me a bit of some of the small things you saw in the Star Wars movies. And so there's some kind of quite exciting things there. Maybe that's going to open up a whole new kind of debate about this robotics platform how it's used in the enterprise in the entertainment area. So there's a kind of a light hearted moment towards the end of his two hour keynote which maybe will kind of spark some interest from from from Bloomberg and others.