The AI Factory: 12,000 Years In The Making, And Absolutely Inevitable
SPONSORED CONTENT When it comes to artificial intelligence, context is everything. …
SPONSORED CONTENT When it comes to artificial intelligence, context is everything. …
If you want to be a leading in supplying AI models and AI applications, as well as AI infrastructure to run it, to the world, it is also helpful to have a business that needs a lot of AI that can underwrite the development of homegrown infrastructure that can be sold side-by-side with the standard in the industry. …
Compute engine makers can do all they want to bring the performance of their devices on par or even reasonably close to that of Nvidia’s various GPU accelerators, but until they have something akin to the NVLink and NVSwitch memory fabric that Nvidia uses to leverage the performance of many GPUs at bandwidths that dwarf PCI-Express switches and latencies that dwarf Ethernet interconnects, they can never catch up. …
Spending on AI systems in 2024 just utterly blew by the expectations of the major market researchers and those who dabble in metrics like we do. …
The way that Nvidia co-founder and chief executive officer Jensen Huang sees it, his company’s role in the ever-emerging quantum computing field is no different than that in other industries where AI and accelerated computing play roles. …
It is safe to say in 2025 that the best job in the world is the chief executive officer of Nvidia, and that the company’s co-founder, Jensen Huang, has steered the company to great heights as much as fellow co-founders Thomas Watson ever did with International Business Machines, Larry Ellison ever did with Oracle, and Steve Jobs ever did with Apple Computer. …
At this point in the history of datacenter systems, there can be no higher praise than to be chosen by Nvidia as a component supplier for its AI systems. …
If you are going to be the full-stack, hardware-to-software-to-developer tools leader in the brave new world of AI, as Nvidia most certainly is, then you have to be able to adapt to the myriad environments that the emerging technology is threading itself through. …
With the months-long blip in manufacturing that delayed the “Blackwell” B100 and B200 generations of GPUs in the rear view mirror and nerves more calm about the potential threat that the techniques used in the AI models of Chinese startup DeepSeek better understood, Nvidia’s final quarter of its fiscal 2025 and its projections for continuing sequential growth in fiscal 2026 will bring joy to Wall Street. …
If you want to be at the top of the food chain on Earth, as human beings have ascended to after millions of years of evolution, there are a bunch of things that you need to be able to do. …
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