The article discusses the surge in demand for Nvidia’s chips due to the popularity of OpenAI’s ChatGPT, an AI chatbot that can engage in human-like conversations and perform various tasks. ChatGPT’s underlying language model requires massive computing power, which has led to a spike in sales of Nvidia’s high-end graphics processing units (GPUs). Nvidia’s CEO, Jensen Huang, stated that the company is “struggling to keep up with AI demand,” and the company’s stock has risen significantly since the release of ChatGPT. The article highlights the potential of AI to drive growth in the semiconductor industry, with Nvidia well-positioned to benefit from this trend. However, it also notes concerns about the environmental impact of training large AI models, which consume vast amounts of energy. Overall, the article explores the implications of ChatGPT’s success for Nvidia and the broader AI industry.
Source: https://www.cnn.com/2024/11/19/business/ai-chatgpt-nvidia-nightcap/index.html