If you are running applications in the HPC or AI realms, you might be in for some sticker shock when you shop for GPU accelerators – thanks in part to the growing demand of Nvidia’s Tesla cards in those markets but also because cryptocurrency miners who can’t afford to etch their own ASICs are creating a huge demand for the company’s top-end GPUs. …
The combination of the excitement for new video games, the machine learning software revolution, the buildout of very large supercomputers based on hybrid CPU-GPU architectures, and the mining of cryptocurrencies like Bitcoin and Ethereum have combined into a quadruple whammy that is driving Nvidia to new heights for revenues, profits, and market capitalization. …
If GPU acceleration had not been conceived of by academics and researchers at companies like Nvidia more than a decade ago, how much richer would Intel be today? …
In a properly working capitalist economy, innovative companies make big bets, help create new markets, vanquish competition or at least hold it at bay, and profit from all of the hard work, cleverness, luck, and deal making that comes with supplying a good or service to demanding customers. …
If you can’t beat the largest cloud players at economies of scale, the only option is to try to outrun them in performance, capabilities, or price. …
Like other major hyperscale web companies, China’s Tencent, which operates a massive network of ad, social, business, and media platforms, is increasingly reliant on two trends to keep pace. …
Increasing parallelism is the only way to get more work out of a system. …
The hyperscalers of the world are increasingly dependent on machine learning algorithms for providing a significant part of the user experience and operations of their massive applications, so it is not much of a surprise that they are also pushing the envelope on machine learning frameworks and systems that are used to deploy those frameworks. …
There is something to be said for being at the right place at the right time. …
If Nvidia’s Datacenter business unit was a startup and separate from the company, we would all be talking about the long investment it has made in GPU-based computing and how the company has moved from the blade of the hockey stick and rounded the bend and is moving rapidly up the handle with triple-digit revenue growth and an initial public offering on the horizon. …
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