Nvidia's AI Power Play: Moore's Law is Dead, Long Live the 600kW Rack
2025-03-31
At Nvidia's GTC, Jensen Huang unveiled Nvidia's next three generations of GPUs, including the Blackwell and Rubin processors, and a massive 600kW rack-scale system. This reveals Nvidia's strategy to pursue massive compute power expansion by stacking more silicon, increasing memory bandwidth, and lowering precision, post-Moore's Law. However, this brings immense power consumption and cooling challenges, necessitating the construction of specialized "AI factories." Nvidia's move also paves the way for competitors, signaling a new era of ultra-dense computing in data centers.
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