The Future According to Nvidia

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The Future According to Nvidia

I spent last week at Nvidia’s GPU Technology Conference, and I expect this will be the last year it will go by that name. The company has evolved significantly during the last decade with robotics, artificial intelligence, and even complete workstations and servers taking it well beyond its GPU roots. My bet is this will become Nvidia’s Developer Conference going forward, as the firm displaces Intel in the hearts and minds of developers and buyers.

One interesting pivot I’m anticipating is that as Nvidia watches the Qualcomm/Apple/Intel battle, something like that might be in its future with Intel, and it may need to pivot to IBM Power or AMD Epic (AMD actually partners with Nvidia better than Intel does). This is because Intel’s long-term plan is to make Nvidia redundant, and it is about 24 months out from executing it.

If Nvidia doesn’t pivot away from Intel by that time, it will be facing the possibility of the same near-death experience Qualcomm just experienced. Nvidia isn’t stupid and clearly has to see this coming.

One thing that is missing from Nvidia — largely because its change has been gradual, and it doesn’t fully get that it is no longer primarily a parts vendor but a solutions vendor — is an effective way to convey how all the things it is doing will change the world.

Corning created several videos that it used to showcase its vision, called “A Day Made of Glass.” While I don’t have the resources to create a video of what the future will look like when all of this Nvidia technology matures, I think I can describe it.

I’ll do that this week and then close with my product of the week: a new HP headset I saw at GTC, called the “Reverb,” that I think now sets the bar for virtual reality headsets.

Foundational Elements

The elements I’m going to use to build this story range from Nvidia’s new small form factor Jetson AI products for edge computing to its Data Science Workstations and Servers, its autonomous car and robotics solutions, its graphics and imaging products and enhancements, and its coming advances in networking and interconnect.

I’m not going to name the products, but I will walk you through what “A Day Imagined by Nvidia” might be.

An Imaginary ‘Day Imagined by Nvidia’

The video begins with a black screen. First, a compelling tune can be heard softly in the background. At the bottom of the screen is a digital dialog that says “Monday Morning 2025 AI-generated music, unique, based on a collection of favorite songs by [your name here]. That music builds and light increases as if you were opening your eyes. Colors around you are fluid, as what you see alters through scenes ranging from fantasy to science fiction, highlighting the breadth of what is possible and finally locking down on a contemporary setting that clearly has been digitally rendered.

A voice in the background, sounding a lot like the Avengers’ Jarvis, asks for a preference. Another voice, evidently belonging to the person whose eyes you are looking through, says “surprise me.” The room alters to look like something out of the movie Avatar , which itself was rendered for the most part. Text at the bottom of the screen says “RTX real time rendering room scale.”

The video bypasses any initial trip to the bathroom for obvious reasons, and the Jarvis voice asks what you would like for breakfast, offering a series of choices. It reminds you that you have a virtual meeting in 15 minutes and asks for your preference on appearance. By way of advice, it tells you the attendees are Japanese native speakers, conservative, and they dislike the colors green and yellow.

A virtual screen then appears that looks like three mirrors with what looks like the user’s image with three choices of formal clothing, none with green or yellow, and all conservative with Asian influence.

The user’s voice is heard selecting choice two, and that image comes alive with a mirror image of the user. Jarvis asks if you want him to enter the meeting for the user as the user or as himself if the user hasn’t finished breakfast on time, suggesting that the people he is meeting with value starting on time.

The user indicates he wants the avatar to open as him while he walks into the kitchen, which has small versions of what look to be industrial robots putting the finishing touches on breakfast. As the user approaches the table, a reflection off one of the appliances shows us the user’s face, and we see that he is wearing a set of augmented reality glasses, which is why the room has been changing its appearance on command.