Nvidia CEO Jensen Huang will defend the company's dominance at the annual software developer conference as pressure mounts on customers to reduce artificial intelligence costs. After China introduced a chatbot requiring less computing power, Nvidia's stock dropped due to the high cost of their chips. The company is expected to unveil details of Vera Rubin, a new chip system, at the conference. This comes after delays with the predecessor, David Blackwell, affecting margins.
While Nvidia leads in training AI, competition arises in inference. Various companies aim to offer more cost-effective solutions, highlighting power consumption concerns. Nvidia emphasizes a new AI method called "reasoning," which they believe gives them an edge. The focus on quantum computing and plans to develop a personal computer central processor chip are also on the agenda.
Nvidia's keynote address will be delivered by Huang on Tuesday, with implications for Intel's market share according to Maribel Lopez, a technology analyst.