… This one is a much bigger deal than Meta Platforms cut with Nvidia the last time this happened, worth tens of billions of dollars to Nvidia at the very least, plus whatever vig an original design manufacturer can get out of integrating the Nvidia parts into systems for Meta Platforms. …
… Nvidia was not terribly specific about the money Meta Platforms was spending, but said that the company would be buying access to millions of “Blackwell” and “Rubin” GPU accelerators from Nvidia, but the fine print, as we pointed out and that many people missed, is that some of this would be for cl… …
… It remains to be seen if these acquihire deals will pass muster with regulatory authorities around the globe. …
… We are seeing strong deal momentum, doubling the number of $100 million to $1 billion deals year on year, and signing multiple billion dollar plus deals. …
… Nvidia’s mode comes in two model variants, one aimed at speed – which is 2.5X faster than alternatives – and the other accuracy, which Nvidia says is three times better. …
… Clearly, Nvidia has enough HBM memory and enough GPU chips to ramp Dell up. There may be a little wiggle room to push that even higher, but as far as we know, all of Nvidia’s GPUs have been allocated between now and the end of calendar 2027. …
AI Nvidia Finally Admits Why It Shelled Out $20 Billion For Groq Back in late December , Nvidia did a $20 billion “acquihire” of most of the development team at Groq and licensed the technology underlying its LPU dataflow engines for doing AI inference. …
… Hyperscalers and cloud builders want to control their entire stack – as does Nvidia, which can afford to open source its Nemotron models because it is so rich on hardware . But trust me, when you buy Nvidia GPUs, you are paying for all that free software. …
Compute Taalas Etches AI Models Onto Transistors To Rocket Boost Inference Adding big blocks of SRAM to collections of AI tensor engines, or better still, a waferscale collection of such engines, turbocharges AI inference, as has been shown time and again by AI upstarts Cerebras Systems, SambaNova … …
… At Computex this week, Nvidia introduced Nvidia NVLink , a computing fabric that others can license and sell into AI datacenters, while Hewlett Packard Enterprise unveiled updates to its portfolio of Nvidia AI Computing by HPE solutions. …
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