NVIDIA announced earnings yesterday. In addition to continued exceptional growth, the most interesting observations revolve around a shift from simple one-shot AI to reasoning.
Reasoning improves accuracy for robots – like telling a person to stop and think about an answer before they reply. Here’s an example where I asked Gemini to create a financial projection for NVIDIA for the next five years.
Reasoning is compute-intensive, requires hundreds to thousands more – thousands of times more tokens per task than previous one-shot inference.
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