@HPC_Guru
HPC Guru
1 year
“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
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@HPC_Guru
HPC Guru
1 year
@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
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@HPC_Guru
HPC Guru
1 year
@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
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@HPC_Guru
HPC Guru
1 year
@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
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@reaktor_field
ReaktorField
1 year
@HPC_Guru @nvidia Control your entire hardware and software stack, control your destiny. Nvidia is really good at this.
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@AmbitiousBR
AmbitiousButRubbish
1 year
@HPC_Guru @nvidia AMD for comparison:
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