Research Note: NVIDIA Acquires Run:AI

NVIDIA

NVIDIA announced an agreement to acquire Run:ai, a startup specializing in chip management and orchestration software based on Kubernetes. The acquisition is part of CEO Jensen Huang’s strategy to diversify Nvidia’s revenue streams from chips to software.

Quick Take: SAP’s New Business AI Capabilities

At the recent NVIDIA GTC event, SAP and NVIDIA announced an expanded partnership to enhance generative AI integration across SAP’s cloud solutions and applications. The collaboration focuses on developing SAP Business AI, which integrates scalable, business-specific generative AI capabilities within various SAP offerings, including SAP Datasphere, and SAP BTP.

Quick Take: VAST Data’s Nvidia DPU-Based AI Cloud Architecture

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VAST Data recently introduced a new AI cloud architecture based on Nvidia’s BlueField-3 DPU technology. The architecture is designed to improve performance, security, and efficiency for AI data services. The approach seeks to enhance data center operations and introduce a secure, zero-trust environment by integrating storage and database processing into AI servers. 

Research Note: MLPerf Inference 4.0 Results

MLCommons released the results of its MLPerf Inference v4.0 benchmarks, which introduced two new workloads, Llama 2 and Stable Diffusion XL.
Since its inception in 2018, MLPerf has established itself as a crucial benchmark in the accelerator market. The benchmarks offer detailed comparisons across a variety of system configurations for specific use cases.

Is NVIDIA Lagging in Lucrative Automotive Segment?

NVIDIA

Nvidia’s most recent earnings release is a tremendous achievement for the company, with reported revenue of $22.1 billion, up an incredible 265% year-on-year. Earnings grew an equally unbelievable 765% year-on-year.  

Its automotive revenue was $281 million.

Research Note: Arm’s New Automotive Cores

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Arm recently launched new safety-enabled AE processors incorporating Armv9 technology and server-class performance. These processors are tailored for AI-driven applications to enhance autonomous driving and advanced driver-assistance systems (ADAS).

Research Note: Dell AI Factory with NVIDIA

Dell AI

At the 2024 NVIDIA GTC conference, Dell Technologies unveiled the Dell AI Factory with Nvidia, a comprehensive set of enterprise AI solutions aimed at simplifying the adoption and integration of AI for businesses.

Dell also announced enhancements to its flagship PowerEdge XE9680 server, including introducing Dell’s first liquid-cooled server solution, which allows the server to deliver the full capabilities of NVIDIA’s newly announced AI accelerators.

Research Note: NVIDIA & AWS’s Broad AI-Focused Collaboration

AWS

At the Nvidia GTC event in San Jose, Nvidia and Amazon Web Services made a series of wide-ranging announcements that showed a broad and strategic collaboration to accelerate global AI innovation and infrastructure capabilities.

The joint announcements included the introduction of NVIDIA Grace Blackwell GPU-based Amazon EC2 instances, NVIDIA DGX Cloud integration, and, most critically, a pivotal collaboration called Project Ceiba.

Equinix Launches Fully Managed NVIDIA DGX AI

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Equinix launched a fully managed private cloud service to facilitate enterprises’ acquisition and management of NVIDIA DGX AI supercomputing infrastructure. This service is aimed at helping businesses build and run custom generative AI models.

NVIDIA H100 Dominates New MLPerf v3.0 Benchmark Results

image of computer hardware

To know how a system performs across a range of AI workloads, you look at its MLPerf benchmark numbers. AI is rapidly evolving, with generative AI workloads becoming increasingly prominent, and MLPerf is evolving with the industry. Its new MLPerf Training v3.0 benchmark suite introduces new tests for recommendation engines and large language model (LLM) […]

The Innovative Cooling Approach Behind NVIDIA’s $5M COOLERCHIPS Grant

Background Cooling a data center was a challenge even before the current AI-driven boom in accelerated computing heated up. Servers run hot, with processor thermal designs reaching 500 watts by 2025. Add GPUs to the mix, some of which approach 700W today, and the problems of power consumption and heat dissipation begin to expand exponentially. […]

NVIDIA Grows Momentum in Public Cloud

NVIDIA lives at the center of the AI revolution. Its GPUs are the most common, and most powerful. Beyond its hardware, NVIDIA is enabling the adoption of AI with software tools that span the gamut from edge inference to autonomous driving to medical imaging. The list truly is limitless.

NVIDIA Updates Data Center Platform Strategy at GTC 2023

It’s become clear that NVIDIA strives to own the entire platform for AI-infused analytics. The time is right, as accelerated AI is fueling a shift in how enterprises derive value from their data and how businesses operate and engage with their customers.

The 2023 Enterprise Storage Agenda

2023 is going to be an exciting year in enterprise storage. Principal Analyst Steve McDowell walks us through his predictions for the storage industry over the coming calendar year.