MC.61: Hyper Moore's Law

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Hey everyone,

Just watched the latest interview with Jensen Huang, NVIDIA's CEO, and he dropped two big pieces of information:

1. Data centers as a product, delivered to clients within 30 days.

2. "Hyper Moore's Law" for AI compute growth.

Let's unpack these.

NVIDIA aims to set up entire data centers for clients in just a month. If he pulls this off at scale, the amount of compute we can gain in the coming 2-5 years is unimaginable.

But you need the power and the US electric system is not expanding fast enough.

As for "Hyper Moore's Law," Huang predicts AI compute growth to outpace Moore's Law by a big margin.

We're talking about a 2-3x yearly performance, compared to the usual doubling every two years over the next decade!

On a lighter topic, he shared his personal use of AI using ChatGPT and Perplexity.

He always starts with AI to learn about a topic; he also double-checks facts with AI, even in areas where he considers himself an expert.

Basically, he sees AI as a tutor.

This aligns with his view on how we will interact with AI employees - specialized AI agents who can collaborate to solve complex tasks across different domains.

For him, it will be similar to working with human colleagues: give them context, a mission, have back-and-forth chats, and enable collaboration with other humans and AI agents.

So no robots at desks, but I’m curious about what it means from an organizational and responsibility viewpoint: if you haven’t been able to meet a deadline, is it because you gave the wrong context and instructions or because the AI hasn’t been able to do the job?

In any case, we’re up for an interesting decade if the trajectory predicted by Jensen is right:

How we work, learn and interact with tech will see profound changes.

Cheers,

Sam

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