The spending on generative AI infrastructure is accelerating at a breakneck pace, but it's quite possible that the "build it and they will come" approach may lead to overcapacity or some serious indigestion.
Don't look now, but AI-optimized servers and infrastructure may be the most trendy innovation corner of technology. And the release cycle looks like it was ripped out of the Apple and Samsung playbooks.
Cisco at its Cisco Live conference outlined a partnership with Nvidia to launch Nexus HyperFabric AI Clusters, a data center networking architecture for generative AI deployments.
Nvidia CEO Jensen Huang outlined the company's roadmap through 2027 including a new GPU platform called Rubin, a new CPU in Vera and networking gear. Huang added that Nvidia will follow an annual cadence.
In a regulatory filing, Nvidia said one direct customer was 13% of revenue in the first quarter and another direct customer was 11% of sales. Two indirect customers were more than 10% of sales.
Nvidia reported first quarter sales growth of 262% from a year ago, reported record quarterly data center revenue and split its stock 10-for-1 effective June 7.
Dell Technologies is going all-in on AI factories and enabling generative AI workloads powered by a wide range of third parties as well as Nvidia-flavored efforts.
In the last 12 months, CoreWeave has raised more than $12 billion in equity and debt financing. CoreWeave's funding highlights how the generative AI boom has fueled a new category of specialized cloud vendors.
During Nvidia GTC 2024, Cornel Amariei, CEO of .Lumen walked through a headset for the visually impaired that will scale better than a guide dog using sensors and AI technologies that are used in cars.
Nvidia's business today is all about the bigger GPUs, liquid cooled systems and hyperscale cloud providers all lining up for generative AI services powered by Blackwell. Years from now, it's just as likely we're going to see Nvidia GTC 2024 as the beginning of the GPU leader's software strategy.
Dell Technologies said it will support Retrieval-Augmented Generation (RAG) with Nvidia systems as it rolled out a set of Dell PowerEdge servers with HGX H200, HGX B100, HGX B200 and GB200 SuperChip.
Nvidia CEO Jensen Huang said "accelerated computing has reached the tipping point" across multiple industries as the company launched new GPUs including a new platform called Blackwell, NVLink Switch Chip, applications and a developer stack that blends virtual simulations, generative AI, robotics and multiple computing fronts.
