Nvidia (NVDA) unveiled its newest product lineup at its developer's conference on Monday. The new platform is called Blackwell and Nvidia says tech companies like Oracle (ORCL) and Dell Technologies (DELL) are expected to be customers. Constellations Research Founder and Principal Analyst Ray Wang, joins Yahoo Finance Live to share his thoughts on Nvidia's conference.
According to Wang, investors learned "a lot of things" at the Nvidia event, with "the most important piece" being that Nvidia has grown past being "just a chip company." He emphasizes their focus "on the next layer," which is concentrating on software and expanding their chip products to a broader ecosystem of companies.
Wang highlights three crucial aspects of Nvidia's new Blackwell AI chip: backward compatibility, a "Lego-type architecture," and the fact that the Blackwell platform "achieves Jensen's law." He notes that these three factors set Nvidia up for success "when you think about what's required to take AI to the next level."
Wang also acknowledges that among other chipmakers and competitors, Nvidia possesses "some of the most advanced chipmaking technology," raising the question of whether "other chip manufacturers can catch up."
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