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Deepak Pathak

๐Ÿ‘ค Speaker
341 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

And the reason for that is data exists on the internet for language or vision.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

But robotics, there is no internet of robotics today.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

So what we do is we look for alternate sources.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

One such source is human videos.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

We look at how humans operate in their scenarios, in your kitchen, while working in factories, and combine that with training from simulation, which companies like NVIDIA invest a lot on, like Omniverse and all those.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

So these two things, watching people and then practicing in simulation, that's how we combine and scale these models to large scale.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Your software can be put within the GPU.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

And what's interesting is you're already going from what we understand, zero to tens of millions of dollars, Deepak, in revenue in just a few months in 2025.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Where's that revenue coming from?

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Who is using your software already?

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Yeah.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

So the revenue has mostly been from the enterprise applications.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

And the idea is, instead of...

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Instead of going for, our end goal is a consumer, home-like applications.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

But right now, since it's just the beginning of the field, we are taking this model and we are deploying it in a variety of applications.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

We are deploying robots in sectors like point-to-point delivery applications, security applications, data centers, and manufacturing and warehouse.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

So the revenue is coming from most of these applications.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

You were born out of academia and you're still Professor Carnegie Mellon.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

But what's interesting is you're not without some competition out there.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

I think about physical intelligence, for example.