Nvidia’s Huang Expounds A.I. Vision: ‘We’re No Longer a Co-Processor!’ Is It Priced In?

By Tiernan Ray Nvidia CEO Jen-Hsun Huang pitches for the company’s new identity as a cloud, car and A.I. platform, April 6th, 2016. Shares of graphics chip maker Nvidia (NVDA) are down 6 cents at $35.69, following yesterday’s annual meeting with analysts. A webcast replay of presentations CEO Jen-Hsun Huang and other executives, and the Q&A, can be viewed from the company’s investor relations page. Huang made the pitch that with new frontiers of machine learning and artificial intelligence, Nvidia “are no longer a co-processor,” meaning a handmaid to the PC microprocessor. “There is no workload we run,” said Huang, such as a video game. Instead, he said, with the company’s programming technology, “CUDA,” “we run an application that a developer writes on top of it.” As a result, “We’re a computing platform.” Relatively new…


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