“Our (
@nvidia
) entire data center family of products —
#H100
, Grace CPU, Grace Hopper Superchip, NVLink, Quantum 400 InfiniBand and BlueField-3 DPU — is in production
We are significantly increasing our supply to meet surging demand for them”
#HPC
#AI
@nvidia
No surprise, with all the hype around
#GenerativeAI
and the insatiable demand for
#GPU
compute,
@nvidia
's Q1 Financial Results were better than expected
A stronger-than-expected forecast has shares up 26% in extended trading
#AI
#HPC
@nvidia
When markets open, NVIDIA is expected to open as a $930+ billion company, $175B+ higher than its market capitalization the night before
That is an entire AMD ($174B) in market capitalization growth, or a whole Intel ($121B) with change to spare
#HPC
#AI
@nvidia
“We are in the middle of a massive
#AI
gold rush right now and
@Nvidia
has all the picks and shovels”
It’s not just the hardware, it’s
#CUDA
& libraries
According to Chris Rolland, the only competitor with a glimmer of hope is AMD
#HPC
#AI
#GPU