AIPM essential for the age of AI: Knowledge workers have to make a choice.

Haebom

Dec 11, 20233y ago

The rapid advancement of artificial intelligence (AI) is fundamentally changing the roles of knowledge workers and entrepreneurs. These shifts call for new ways of understanding and approaching existing professional roles and business strategies. I’m hopeful for the arrival of an era where AI Project Managers orchestrate collaboration between AI and people in a world where both work side by side. (I have no doubt that, just like DevOps and MLOps, areas like AIOps and HAII will draw attention.)

Knowledge Workers: Cooperative Coexistence with AI

The entry of AI into traditional knowledge work is changing how work is done. By automating simple, repetitive tasks, AI gives knowledge workers the chance to focus on more creative and strategic work. Now, knowledge workers must bring out the unique creativity and ingenuity that only humans can provide—things AI cannot replicate. It's become crucial to leverage AI in data analysis, problem solving, and customer relationship management to create greater value.

Software Development: Redefining Roles

AI is having a major impact in software development as well. The advancement of AI technology is pushing developers to focus on tackling more complex and creative problems. This means that developers should concentrate on creating innovative solutions in collaboration with AI. Being able to understand and use AI interactions effectively has become essential for today’s developers. Development skills are becoming standardized, and a lot of programming tasks can now be completed rapidly.

Aspiring Entrepreneurs: New Business Opportunities with AI

Entrepreneurs in the AI era need to leverage technological progress to explore new business models. AI now enables software-based startups to respond quickly to the market and adopt more flexible strategies. Founders should use the power of AI to react nimbly to market shifts and seek sustainable growth. This means focusing on developing innovative products and services through AI technology. As discussed in my previous NVIDIA article, it's now even harder to win in the market just by relying on computing power or infrastructure. All the more reason to find new value through strategic approaches.

Who were NVIDIA’s top customers in 2023?

Adapting and Innovating in the AI Age

To adapt and innovate successfully in the age of AI, it’s vital for both knowledge workers and entrepreneurs to understand advances in AI and integrate them into their work and business strategies. Collaborating with AI to create new value and respond flexibly to market changes will be key determiners of future success. As we enter the era of AI, we must view these changes as opportunities, building strategies for success in this new paradigm.

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Hwemgn

Dec 13, 2023

늘 좋은 인사이트 얻어갑니다 AI시대가 시작되는만큼 저도 이 파도에 뒤쳐지지 않게 공부공부가 필요한것 같습니다.

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haebom

해봄의 아카이브

Who were NVIDIA’s top customers in 2023?

Haebom

Dec 10, 20233y ago

Omdia Research recently reported in itsCloud and Data Center Market Updatethat H100 GPU shipments totaled 900 tons in the second quarter of 2023. This translates to server manufacturers having put over 300,000 H100 GPUs on assembly lines, based on an assumed weight of about 3kg per GPU (including heatsink). This analysis takes into account shifts in data center investment priorities and a rising demand for servers equipped with eight GPUs for AI processing tasks.

Company name	Expected Sales Volume (units)	Company Description
Meta	150,000	A global company offering social media and technology services
Microsoft	150,000	A company specializing in software development, computer hardware, and cloud computing services
Google	50,000	A major tech company providing search engines, cloud computing, advertising technology, and more
Amazon	50,000	The world’s largest online retailer, offering e-commerce and cloud computing services
Oracle	50,000	A multinational computer technology company providing database management systems and enterprise software products
Tencent	50,000	A major Chinese technology company offering a wide range of internet-related services and products
CoreWeave	40,000	A US-based company providing cloud services and computing solutions
Baidu	30,000	China’s largest search engine and internet services company
Alibaba Cloud	25,000	A subsidiary of Alibaba Group offering cloud computing services
Bytedance	20,000	A Chinese internet technology company operating multiple content platforms including TikTok
Lambda	20,000	A tech company offering hardware and software for AI and machine learning research
Tesla	15,000	An innovative tech company providing electric vehicles and clean energy solutions

A new phase of the AI chip war is unfolding. According to this chart, Meta and Microsoft are believed to be NVIDIA's largest H100 GPU customers, with a notable gap in shipment volumes. These figures highlight both the value of the H100 GPU—now seen as a gold mine for AI technology—and the power play within the tech industry. The most coveted resource in tech right now isn’t a certain type of engineer but the NVIDIA-built H100 AI chip. Elon Musk went so far as to say that getting this GPU is “much harder than scoring drugs.” Talking with multiple sources in the AI sector, everyone assumes it’ll be nearly impossible to get the H100 until at least the first half of next year.

The H100 GPU has gone beyond being just hardware—it's now a strategic asset. This chip is essential for powering next-generation AI, especially generative AI, and demand for it is off the charts. Meta and Microsoft’s lead in the industry comes not just from technical superiority, but from their ability to secure these critical resources.

This also points to lopsided opportunities for the spread and advancement of AI technology. While the industry giants can buy up more chips with their huge capital, smaller startups and research organizations are inevitably left behind in the AI race due to high costs and limited supply.

This divide is more than just a hardware supply issue—it's directly tied to the future of technological innovation itself. Now is the time to watch what new features and services companies like Meta and Microsoft will roll out in the AI space by leveraging these high-performance chips, and what kind of ripple effects those may have across the whole tech industry.

At the end of the day, the AI chip war is driving not just competition within tech, but the very advancement and broader adoption of AI itself. What impact these disparities will have on future innovation—and on economic and social change—is a crucial issue we all need to keep an eye on.

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