Chipmaker Nvidia flouts AI scepticism with record revenue
Meanwhile, the company has been caught in a geopolitical tug-of-war between the US and China.The outlook released by Nvidia on Wednesday did not include expectations about chip revenue in China.Last month, the Trump administration began allowing Nvidia to sell its H200 chips - Nvidia's second-most advanced type - to Chinese customers under certain conditions.But this week, a US Commerce Department official told lawmakers that none of those chips have yet been sold to Chinese customers.Nvidia is also expanding its own product line in a bid to have more involvement in the physical products in which AI is embedded.Last month at the CES technology trade show in Las Vegas, Huang unveiled a new tech platform for self-driving cars.Huang said the open-source AI model, which the company is calling "Alpamayo," will bring reasoning to autonomous vehicles.Nvidia also said it is was planning to launch a robotaxi service by next year in partnership with an unnamed partner.Nvidia chips have lead in the training of AI models, but it has faced of onslaught of competition in inference, the process whereby a trained model is applied to real-world data to generate answers through reasoning.During the fourth quarter, Nvidia acquired rival Groq in a $20bn deal that's expand its expertise in inference.
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