Thursday, April 24, 2025

Huang and Computing



When the Assad regime fell, Israel took over the former U.N. buffer zone along Syria’s southern border.

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China: Income taxes collected from individuals were 7.5 percent below expectations last year, the Finance Ministry said in its budget. Growth is still 5%.

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WSJ on the famous Brennan interview with Rubio:

On “Face the Nation,” the network’s Margaret Brennan quizzed Secretary of State Marco Rubio about Vice President JD Vance’s speech in Munich, faulting Europe for political censorship. When Mr. Rubio rebuffed her complaint about “irritating our allies,” she invoked the reductio ad Hitlerum: She said Mr. Vance “was standing in a country where free speech was weaponized to conduct a genocide.”

Ms. Brennan would have benefited from a fact-checker. Weimar Germany had laws limiting speech, but their application against the Nazis failed to prevent Hitler’s January 1933 rise to power. His regime suspended civil liberties less than a month later via the Reichstag Fire Decree. Free expression was a distant memory by the time the Nazis begin killing on an industrial scale.

On its own, Ms. Brennan’s comment reflects ordinary inconsistency—she wants to censor speech she finds disagreeable or dangerous.

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Huang and Computing

We think of the progress of mankind, but it often seems less a surge than a pull. We are a people of the leveraged individual, when one man can disproportionately impact his fellows. The man who saved the fire of lightning, who designed the wheel and the axle, the stirrup--these were not necessarily evolutions. They were moments of individuals. As technology becomes more concentrated and pivotal, this tendency might become more subtle, but it will only grow as society seems more and more dependent upon the achievements of fewer and fewer people. And strangely, more and more people are less willing to reward these few people for their contributions.

Nvidia’s Jensen Huang has to be considered one of the five most important and innovative CEOs in the world today. So when he speaks, it’s worth listening.

Huang sought to allay investor concerns about the AI boom at an event he dubbed “the Super Bowl of AI," saying the world would need 100 times more computing power for advanced AI than it considered necessary a year ago, as reported by Steven Rosenbush and Isabelle Bousquette.

Huang said the annual conference last year was described as the "Woodstock of AI." This year, it's been described as the "Super Bowl of AI. The only difference is, everybody wins at this Super Bowl," he said.

Here’s what else he said of interest in his two-hour presentation.

On data center buildout:

"I've said before that I expect data center buildout to reach $1 trillion, and I am fairly certain we're going to reach that very soon."

On the necessity for far greater computational needs:

“This last year, this is where almost the entire world got it wrong,” he said. Nvidia shares have been volatile since the January release of a model called R1 developed by Chinese startup DeepSeek, which said it had built sophisticated AI models that required less powerful Nvidia chips.

“The amount of computation needed is easily 100 times more than we thought we needed at this time last year.”

On the importance of managing energy costs:

“Energy is our most important commodity.”

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