Nvidia's Mighty New AI Chip
PLUS: AI-enabled stethoscope improves detection of pregnancy-related heart disease.
Casey Clifton
November 14, 2023
Welcome! Today is Tuesday, November 14th and today we're looking at Nvidia's new high-speed H200 AI training chip and a VC firm's theory that AI automation could increase startup valuations. New to The Intelligence Age? Sign up here.
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News & Insights
Nvidia Unveils H200, Its Newest High-End Chip For Training AI Models
Unveiled by Nvidia, the H200 represents the next stride forward in AI chip technology. This piece of hardware is a direct upgrade from its predecessor, the H100 - a critical component behind the prowess of OpenAI's GPT-4. The H200 distinguishes itself with a hefty 141GB of next-gen HBM3 memory, ramping up its inference capabilities. Nvidia claims this beast will churn out nearly double the output speed of the H100.
But here's the twist. The reign of the H200 may be shorter than expected. With a shift from a two-year architecture cadence to an annual release, Nvidia is primed to push out its B100 chip, based on the yet-to-be-revealed Blackwell architecture, in 2024. cnbc
This VC Firm Thinks That AI Automation Could Resurrect Startup Valuations
The VC firm Battery ventures into the AI realm with a unique perspective: AI technologies, specifically Generative AI and chatbots, could be the lifeblood of startups, making them leaner, more cost-effective, and consequently, more valuable. Their intriguing thesis flips the traditional AI-startup paradigm, suggesting that AI-powered software could increase the value of startups rather than merely being a product of startups.
Their argument hinges on the notion that AI could boost the value of each dollar of revenue that startups generate. As they put it, "It's far easier to invest in startups that burn cash when the revenue they are building is worth, say, $9 in value, instead of $6. Or $4." This view challenges the conventional narrative around software revenue and startup valuation, and prompts the question: Could AI indeed be the key to increasing venture-capital math? techcrunch
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"Hey ChatGPT create an animated video that is from a 1980s video game that never existed. you can do this, you have all the tools."
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It took a little reminding (I literally wrote "you can add sounds to videos, trust me" to get it to work), but:
— Ethan Mollick (@emollick)
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Research Review
AI-Enabled Cardiomyopathy Detection:
A new study highlights the use of an AI-enabled digital stethoscope to improve the detection of pregnancy-related cardiomyopathy. Cardiomyopathy, a disease of the heart muscle, was detected in 4% of the screened group of pregnant and postpartum women using this AI technology. This development is particularly notable because it offers a more efficient and potentially life-saving method to diagnose heart disease in a vulnerable population segment. The AI system's ability to identify this condition during and after pregnancy represents a major step forward in prenatal and postpartum healthcare, demonstrating the practical and impactful applications of AI in medical diagnostics. Source
Written by Isaac R. Ward, Casey Clifton, and Alex Brogan.
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