AI
Nvidia Sets The Datacenter Growth Bar Very High As Compute Sales Dip
The expectations for GenAI are unreasonably high and the pressure on Nvidia is tectonic. …
NVL72
Cloud
Sizing Up AWS “Blackwell” GPU Systems Against Prior GPUs And Trainiums
This week, Amazon Web Services announced the availability of its first UltraServer pre-configured supercomputers based on Nvidia’s “Grace” CG100 CPUs and its “Blackwell” B200 GPUs in what is called a GB200 NVL72 shared GPU memory configuration. …
AI
Blackwell Is The Fastest Ramping Compute Engine In Nvidia’s History
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. …
AI
Taiwan’s Fastest AI Supercomputer Goes To Foxconn
Back in the day, when the AI revolution was young, Nvidia co-founder and chief executive officer used to make the rounds with each new generation of datacenter GPUs and provide the first DGX systems based on any particular GPU to marquee customers. …