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NVIDIA Keynote Live Blog (11 p.m. ET / 03:00 UTC)

10:58 p.m. EDT – We’re back for day two of our live blog coverage on Computex

10:59 p.m. EDT – After AMD’s big processor-centric showcase, NVIDIA is on deck tonight to deliver what promises to be a varied keynote touching on several aspects of NVIDIA’s business

11:00 p.m. EDT – The untitled keynote is scheduled to last an hour and features a who’s who of NVIDIA VPs, including Ian Buck (VP Accelerated Computing), Michael Kagan (CTO), and Jeff Fisher (SVP GeForce)

11:00 p.m. EDT – So expect the keynote to cover everything from data centers to gaming

11:01 p.m. EDT – Here we go again

11:02 p.m. EDT – Starting with a quick promo video of NVIDIA and the growth of their GPU business, from gaming to AI and more

11:03 p.m. EDT – First, Ian Buck

11:03 p.m. EDT – From AI

11:04 p.m. EDT – It requires re-imagining the data center itself

11:04 p.m. EDT – AI also opens up a new market for digital twins

11:04 p.m. EDT – A potential market of 150 billion dollars

11:04 p.m. EDT – And an additional $100 billion market for cloud game streaming

11:05 p.m. EDT – Everything NVIDIA partners can leverage using NVIDIA hardware

11:05 p.m. EDT – These tasks consume a lot of computing power – so energy efficiency is a big issue

11:06 p.m. EDT – Of course, NVIDIA is also happy to claim that a lot of power can be saved by switching from using CPUs for compute tasks to GPUs

11:07 p.m. EDT – And NVIDIA has a sizable collection of other hardware, including Grace processors and ex-Mellanox networking hardware

11:07 p.m. EDT – Now let’s recap the H100 Accelerator

11:08 p.m. EDT – NVLink 4, Multi-Instance GPU, Confidential Computing, Transformer Accelerator, etc.

11:08 p.m. EDT – And NVLink switches to form larger groups of computers

11:10 p.m. EDT – And thank you to the Taiwanese partners of NVIDIA for their contribution to the construction of these new servers

11:10 p.m. EDT – Current NVIDIA roadmap

11:11 p.m. EDT – Two-year rhythm on the material. Interleaving between x86 and Arm

11:11 p.m. EDT – Now let’s go to Grace

11:11 p.m. EDT – Grace is on track to ship next year

11:11 p.m. EDT – Grace and Grace Hopper

11:12 p.m. EDT – For CPU and CPU+GPU workloads respectively

11:12 p.m. EDT – The Grace Superchip (dual Graces) has 144 cores. It has 1 TB of LPDDR5X memory and consumes 500 Watts

11:13 p.m. EDT – And reiterating NVIDIA’s plans to put NVLink in all of their silicon, so that it can be linked to other NVIDIA and third-party hardware with a consistent high-speed cache interconnect

11:14 p.m. EDT – NVIDIA has developed a lot of reference systems over the years, and they are now producing a new generation based on Grace

11:15 p.m. EDT – New CGX, OVX and GFX reference designs using Grace and/or Grace Hopper

11:15 p.m. EDT – Announcing the HGX Grace and HGX Grace Hopper systems

11:15 p.m. EDT – Both are specifically designed for 2U OEM chassis

11:46 p.m. EDT – Can leverage their existing system architectures

11:46 p.m. EDT – Grace systems will begin shipping in the first half of 2023

11:17 p.m. EDT – Now let’s move on to the Bluefield-3 NPUs

11:18 p.m. EDT – NVIDIA relies heavily on Bluefield and DPUs are becoming essential for data centers

11:18 p.m. EDT – It is silicon heavy and will be able to take advantage of NVIDIA’s GPUs for processing

11:19 p.m. EDT – Or as NVIDIA likes to put it, this networking gear will be the backbone of AI systems

11:19 p.m. EDT – Now let’s move on to NVIDIA’s enterprise software stack

11:20 p.m. EDT – As a reminder, NVIDIA has more software engineers than hardware engineers. So, at the enterprise level, software is even more of a differentiator for NV than hardware.

11:20 p.m. EDT – The next wave of AI: robotics

11:21 p.m. EDT – “We see a clear demand for automation”

11:22 p.m. EDT – Summary of NVIDIA’s Isaac robotics platform

11:23 p.m. EDT – And how Isaac interfaces with omniverse for simulation and robotics training

11:24 p.m. EDT – NVIDIA’s pre-trained models available on NGC are a big part of this activation.

11:25 p.m. EDT – Which is another example of where NVIDIA uses software to grow its ecosystem

11:26 p.m. EDT – Isaac Sim using Omniverse

11:26 p.m. EDT – NVIDIA wants to bridge the gap between sim and real

11:26 p.m. EDT – Announcement of the release of Isaac Sim 2022.1

11:27 p.m. EDT – Now rolls an Isaac Sim demo

11:29 p.m. EDT – Now let’s move on to NVIDIA hardware for robotics: Jetson

11:31 p.m. EDT – NVIDIA’s Orin SoC reportedly performs well in MLPerf benchmarks

11:31 p.m. EDT – The Jetson AGX Orin Development Kit is available now

11:32 p.m. EDT – Production systems with Jetson Orin are available now, with many being announced at Computex this week

11:33 p.m. EDT – Isaac Nova Orin. State-of-the-art architecture for autonomous mobile robots

11:34 p.m. EDT – One more thing: drive Hyperion

11:35 p.m. EDT – Hyperion version 8 will start shipping in 2024

11:35 p.m. EDT – And Hyperion 9 is in development for cars shipping from 2026

11:35 p.m. EDT – Processes twice as much sensor data as Hyperion 8

11:36 p.m. EDT – And NVIDIA signed additional vendor-partners for Hyperion

11:36 p.m. EDT – And now let’s get to the games with Jeff Fisher

11:37 p.m. EDT – “Taiwan is the cradle of the PC ecosystem”

11:37 p.m. EDT – Recap of NVIDIA’s current hardware stack, including GeForce RTX series video cards, Max-Q laptops, and G-Sync monitors

11:38 p.m. EDT – PC gaming hardware is expected to be a $67 billion market this year, with double-digit growth over the next few years

11:38 p.m. EDT – Jeff thanks NVIDIA partners for their products

11:39 p.m. EDT -“[Ampere] is the fastest GPU in the world”

11:39 p.m. EDT – Recap of Ampere family features such as RT cores, DLSS and NVENC video encoder

11:40 p.m. EDT – Ongoing deployment of a video on NVIDIA’s driver development process

11:41 p.m. EDT – This appears to be the same Game Ready (or similar) dev video they posted a few weeks ago

11:41 p.m. EDT – “Our mission with drivers is to be invisible”

11:42 p.m. EDT – There are now over 250 RTX games and apps

11:42 p.m. EDT – Hitman 3 gets an update with ray tracing and DLSS

11:43 p.m. EDT – Also announces that F1 22, which will launch in July, will also have RT and DLSS

11:44 p.m. EDT – Now let’s move on to NVIDIA Reflex

11:44 p.m. EDT – “Low system latency helps all players”

11:44 p.m. EDT – NVIDIA recently conducted a study on the impact of system latency on aiming accuracy

11:44 p.m. EDT – Kovaak’s System Latency Challenge

11:45 p.m. EDT – Launch another promotional video, this time on Reflex

11:45 p.m. EDT – Talk about reducing system latency with Reflex

11:46 p.m. EDT – Reflex is even a plugin in Unreal Engine these days

11:46 p.m. EDT – Currently up to 38 games and 22 monitors

11:47 p.m. EDT – Introducing a new Reflex compatible screen

11:47 p.m. EDT – A new Asus 500Hz 1080p 24-inch monitor

11:47 p.m. EDT – TN panel

11:47 p.m. EDT – Includes reflex analyzer

11:48 p.m. EDT – Now on to GeForce laptops with Max-Q

11:48 p.m. EDT – Summary of Max-Q feature set

11:49 p.m. EDT – New gaming laptops at Computex from MSI, Asus, Gigabyte and others

11:49 p.m. EDT – Now let’s go to NVIDIA Studio

11:49 p.m. EDT – The creative-focused NVIDIA platform

11:50 p.m. EDT – Now over 200 Studio accelerated apps

11:51 p.m. EDT – And how Omniverse will also help game developers and content creators

11:51 p.m. EDT – 10x increase in Omniverse downloads

11:51 p.m. EDT – Omniverse is also updated with new features, such as Omniverse Cloud and Audio2Face

11:53 p.m. EDT – Now let’s recap the gaming segment of this talk and the state of NVIDIA’s gaming ecosystem

11:53 p.m. EDT – And Jeff thanks the NVIDIA partners one last time

11:54 p.m. EDT – And by signing with Toy Jensen, it’s over. Thanks for join us.