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Here are the key takeaways from Investing.com’s Nvidia AI Summit

Nvidia’s (NASDAQ: AI) Summit in October 2024 provided valuable insight into the company’s advances in artificial intelligence, with key updates to the Blackwell system, AI model performance improvements, and real-world applications.

Here are the main highlights from Evercore ISI’s analysis of the event:

Blackwell update: The firm said in a note Thursday that Nvidia shared that there are eight partners at present works on Blackwell systems, with volume production expected to increase in Q4 2024.

Evercore added that details on the GB200 NVL72 system components were also discussed, showing advances in AI hardware.

Network for inference: As AI moves from training to inference, the network plays a bigger role due to latency requirements. Nvidia highlighted how network infrastructure is critical to delivering faster and more efficient AI results.

The CUDA-X Libraries: The company’s CUDA-X libraries continue to improve system performanceaccording to Evercore, delivering up to 150x acceleration in RAG workflow processing, underscoring the increasing efficiency of AI-based processes.

NIMs for AI models: “NIMs (NVIDIA Inference Microservices) improve AI model performance by 2-5x. Customers can use NeMo to enhance and fine tune NIMs while benefiting from NVDA’s work to optimize NIMs for variety of hardware configurations,” Evercore wrote.

They added that Nvidia’s confidential computer it is noted by the offer stronger Cyber ​​security features for large language models (LLM) compared to open-source alternatives.

Agent AI: Evercore stated that Nvidia has already introduced “Agentic AI”. being used in digital avatars and offering potential for future proactive, uncompensated analyses.

Real-world AI applications: Nvidia according to reports highlighted significant real-world applications including Lockheed Martin (NYSE: ). the use of AI to process radar data during a military strike, reducing false positives in hours instead of months.

Other examples are said to have included AI-powered autonomous drone inspections and Siemens using AI digital twins for complex product simulations.

Energy demand: With AI contributing to a 15% increase in energy demand, Nvidia noted that US data centers are driving a quarter of that growth, driving investments in clean energy.Evercore said.

“In particular, gigawatt data centers would require building their own power plants,” Evercore said.

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