Nvidia's Blackwell Finally Addresses An AI Bottleneck

(9min)

Summary

  • I don’t use the term "game changer" lightly.
  • But I view Nvidia Corporation’s Blackwell as a game changer for the deployment of AI chips (my first time using this term in my SA articles).
  • With a 25-fold reduction in energy consumption, I expect Blackwell to fundamentally change the budget allocation of end users.
  • Performance improvement and other ripple effects (such as cooling demand) can further amplify the impacts.
  • Looking for a portfolio of ideas like this one? Members of Envision Early Retirement get exclusive access to our subscriber-only portfolios. Learn More »

Nvidia Quadro K1200 from a powerful workstation isolated on white

Daniel Chetroni

Energy cost is a bottleneck issue

While generative AI offers seemingly unlimited potential, the systems are costly – at least at the current stage. And a good understanding of their cost is key to widespread adoption. A crucial bottleneck involves energy consumption, which

As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If your share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas.

We have helped our members not only to beat S&P 500 but also avoid heavy drawdowns despite the extreme volatilities in BOTH the equity AND bond market.

Join for a 100% Risk-Free trial and see if our proven method can help you too.

This article was written by

18K Followers

Envision Research, aka Lucas Ma, has over 20+ years of investment experience and holds a Masters with in Quantitative Investment and a PhD in Mechanical Engineering with a focus on renewable energy, both from Stanford University. He also has 30+ years of hands-on experience in high-tech R&D and consulting, housing sector, credit sector, and actual portfolio management.

He leads the investing group Envision Early Retirement along with Sensor Unlimited where they offer proven solutions to generate both high income and high growth with isolated risks through dynamic asset allocation. Features include: two model portfolios - one for short-term survival/withdrawal and one for aggressive long-term growth, direct access via chat to discuss ideas, monthly updates on all holdings, tax discussions, and ticker critiques by request.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of INTC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

About NVDA Stock

SymbolLast Price% Chg
Market Cap
PE
Yield
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on NVDA

Related Stocks

SymbolLast Price% Chg
NVDA
--
NVDA:CA
--