San francisco

In 2009, when Nvidia held its first developer conference, the program was of a science fair. Dozens of academics filled a San Jose, California, the hotel was decorated with white poster boards of computer research. Chipmaker’s CEO Jensen Huang wandered on the floor like a judge.

This year, Nvidia’s developer conference is very different.

More than 25,000 people are expected to gather at the event on Tuesday, known as NVidia GTC. The crowd will fill a National Hockey League region to hear a speech about the future of artificial intelligence from Sri Huang, which is named “AI Jesus”. The world’s leading developer Nvidia of AI Chips has also wrapped the company’s neon green and san Jose in black colors, closing the city roads and increased hotel prices as $ 1,800 in one night.

Who expects to participate in the leaders of the industry including Dell Technologies Chief Executive Officer Michael Dale; Jeffrey Katzhenburg, Dreamworks and Co-founder of WNDRCO, an enterprise capital firm; And Bill McDermot, Chief Executive of Serviceeno.

Ali Farhadi, Chief Executive Officer of Alan Institute for Artificial Intelligence, said, “Nvidia makes chips that are oxygen for AI, so people are on their toes to learn about their latest and greatest.” “The width of technology on performance is going to be unprecedented.”

An educational program from NVidia conference is a symbol of the company’s transformation – a week -long showcase of robots, big language models and autonomous cars – the company’s transformation. As the AI ​​has moved into the mainstream, customers have struggled for NVidia’s graphics processing units, powerful chips that help to create technology. It has inspired the chipmaker for approximately $ 3 trillion valuation, which is above $ 8 billion in 2009.

Nevertheless, the climb of Nvidia has raised questions. Generative AI, who can answer questions, can build images and write codes, is observed to improve businesses and make trillion dollars in economic value. Microsoft, Amazon, Google, Meta and others are spending hundreds of billions of dollars to make that idea a reality.

But this expense has inspired concerns in Wall Street and Silicon Valley whether AI will earn enough money to justify its shocking costs. And the trajectory of technology can be instigated by new entrances such as a small Chinese company Deepsek, who created a state -of -the -art AI system with a small fraction of Nvidia chips, which were used by other companies. (In January, when investors realized what Deepasac had done, Nvidia lost the value of $ 600 billion in a single day.)

At NVidia GTC, Mr. Huang will try to assure people that AI would distribute at its ability, said Patrick Moorehead, founder of a tech research firm Moore Insights and Strategy. It is expected from Mr. Huang how the AI ​​systems are providing services that people want to pay like AI agents, which can autonomally do tasks such as shopping for grocery goods. He is also ready to describe more future use for AI, such as the development of human-shaped robots that can move and lift.

In addition, Mr. Huang is expected to talk about the next generation of AI Chips of Nvidia, called Rubin, which can perform 30 times faster.

NVIDIA refused to comment on Shri Huang’s speech.

Rubin chip is important to be at the forefront of Nvidia’s AI. The company faces challenges as its customers, making their own AI chips, including Amazon, Google and Meta. And Nvidia’s chips also have to be replaced as AI companies try to perform better than their AI models.

“Gravy train comes to a scary stop if the cloud companies stopped spending,” said Mr. Moorehead. Shri Huang “has to strengthen the fact that he knows what is happening there.”

The ability to command the crowd of Shri Huang reminds Apple’s Steve Jobs. Next to the company’s major events, the co-founder of Apple spent the day rehearsing his speeches about a new iPod, iPhone or iPad, felt to appreciate the thunder and to comment on the stage as if they were an extracts.

62 -year -old Mr. Huang, similarly NVidia is ready in great detail for GTC. Two months before the incident, he works with the company’s product divisions, to identify what to be announced, Greg Estase, Vice President of Corporate Marketing, NVidia. Mr. Huang also works with the marketing team to develop slides and displays to show on stage, create bullet points and check the facts that they can quote.

But Mr. Huang never wrote a speech, Mr. Estase said. When he takes stage in his trademark black leather jacket, he speaks in detail. A speech prescribed for 90 minutes can last more than two hours.

“Sometimes there will be a mistake and he will say, ‘You know, we don’t,” said Mr. Estase. “He is not joking.

NVIDIA GTC was the GPU technology conference in the past, named after the graphics processing units or GPU. The event, designed to encourage developers to use company chips, included a research summit, where academics told poster boards how they used components for computing research. Shri Huang talked to the attendees what he did with chips and over the years, often heard that they were using them to develop AI.

David Cox, who presented a research at an initial conference as a Harvard Professor, stated that most of the attendees considered academics to be “this strange footnote”. But he said that Mr. Huang and other NVidia officials took him seriously.

“They were understanding that there was something here,” Mr. Cox said, who is now the vice president of the AI ​​model in IBM Research.

In 2014, Mr. Huang started dedicating most of his speeches at the conference, the way Nvidia chips could be used for machine learning and AI gaming developers, who used the GPU to present video game graphics and had long been the heart of the company’s business, angry with the shift.

“They were like, ‘What is this shiny new thing?” “We were like: ‘No. This is the sea change.”

Mr. Huang made a condition that AI Tech would run the next big boom and the GPU would be necessary. In 2016, NVidia developed a supercomputer pack with its chips and gave it to AI Lab, Openai. Six years later, Openai released the chattap chatbot, highlighting the AI ​​mania.

(New York Times sued Openai and his partner, Microsoft for copyright violations of news material related to the AI ​​system. Openai and Microsoft denied claims.)

Since then, Nvidia’s finance has increased. The company, which was established in 1993, increased its annual profit over 1,500 percent over a period of two years, from $ 4.37 billion to $ 72.88 billion in FY 2023 last year.

“Jensen has become the CEO of Celebrity he always wanted to be,” said Mr. Rao. “It is the years of night success in making because they captured AI”