The companies under the control of Elon Musk – SpaceX, Tesla, xAI, and X (formerly known as Twitter) – all need a hell of a lot of GPUs, and all for their own specific AI or HPC projects. …
UPDATED: Nvidia is a member of the Ultra Ethernet Consortium.
The jury is still out on a lot of things about this exploding AI market and the re-convergence that it will have with traditional HPC systems for running simulations and models. …
There are many things that are unique about Nvidia at this point in the history of computing, networking, and graphics. …
For the past five years, since Nvidia acquired InfiniBand and Ethernet switch and network interface card supplier Mellanox, people have been wondering what the split is between compute and networking in the Nvidia datacenter business that has exploded in growth and now represents most of revenue for each quarter. …
Just about everybody, including Nvidia, thinks that in the long run, most people running most AI training and inference workloads at any appreciable scale – hundreds to millions of datacenter devices – will want a cheaper alternative for networking AI accelerators than InfiniBand. …
If you handle hundreds of trillions of AI model executions per day, and are going to change that by one or two orders of magnitude as GenAI goes mainstream, you are going to need GPUs. …
For a lot of state universities in the United States, and their equivalent political organizations of regions or provinces in other nations across the globe, it is a lot easier to find extremely interested undergraduate and graduate students who want to contribute to the font of knowledge in high performance computing than it is to find the budget to build a top-notch supercomputer of reasonable scale. …
As a founding member of the Ultra Ethernet Consortium, which has the express purpose of making Ethernet as good for AI and HPC clusters as InfiniBand but with the scalability and familiarity of Ethernet, Arista Networks wants to benefit mightily from the AI wave that is coming to enterprise datacenters the world over. …
Server makers Dell, Hewlett Packard Enterprise, and Lenovo, who are the three largest original manufacturers of systems in the world, ranked in that order, are adding to the spectrum of interconnects they offer to their enterprise customers. …
The exorbitant cost of GPU-accelerated systems for training and inference and latest to rush to find gold in mountains of corporate data are combining to exert tectonic forces on the datacenter landscape and push up a new Himalaya range – with Nvidia as its steepest and highest peak. …
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