Nvidia delivered strong results in the fourth quarter as its data center business posted growth of 93% from a year ago.
Nvidia is launching a desktop AI supercomputer called Project Digits aimed at AI researchers, data scientists and students. Systems, available in May, will start at $3,000 and include a Nvidia Grace Blackwell Superchip that is capable of running 200B parameter models.
Nvidia CEO Jensen Huang said the company is aiming to expand use cases for physical AI including next-generation robots and autonomous vehicles with the launch of world foundation models called Cosmos.
Nvidia launched new models for agentic AI called Nemotron, expanded its set of blueprints and expanded its ecosystem for orchestration.
Nvidia CEO Jensen Huang poked holes in all the arguments against the company during the company's third quarter conference call. Concerns about power, costs, LLMs hitting a wall and hyperscale cloud providers digesting all the GPUs already acquired were all brush aside.
Nvidia reported a better-than-expected third quarter, raised its outlook and said that Blackwell shipments will begin in the fourth quarter. Data center revenue in the third quarter was up 112% from a year ago.
Nvidia said that it is working with Google Quantum AI to design quantum computing AI processors. The quantum computing partnership with Google was part of a series of Nvidia announcements at the SC24 conference in Atlanta.
Softbank Corp will be among the first to build out an AI supercomputer using Nvidia's Blackwell platform. Softbank will get Nvidia's first Nvidia DGX B200 systems with plans to build out a Nvidia DGX SuperPOD supercomputer.
Nvidia has had a steady stream of NIM Agent Blueprint news as it aims to make agentic AI more commonplace in enterprises.
Accenture has formed a Nvidia Business Group that will deploy agentic AI using Nvidia's full stack. The move puts some systems integrator heft behind Nvidia's software ecosystem.
NVLM 1.0 will enable smaller enterprises and researchers to piggyback off Nvidia's research.
Nvidia said its Blackwell processor samples are shipping to customers and demand for its Hopper platform remains strong. The company reported better-than-expected second quarter earnings as data center revenue continued to carry the team.
