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Qualcomm’s New AI Chips Stir Industry Reaction but Nvidia Stays Firm

by theparliamentnews.com
written by theparliamentnews.com
Nvidia

Nvidia’s upward climb continues as the company once again captures investor confidence despite mounting competition in the artificial intelligence hardware space. Early Tuesday trading saw Nvidia shares inch up 0.7% to $192.86, coming off a strong 2.8% gain the previous day—bringing it close to its all-time high. The rally comes even as rival Qualcomm makes a high-profile entry into the AI chip market, a move that has stirred conversations across Silicon Valley and Wall Street alike.

Qualcomm’s New AI Ambition
Qualcomm’s announcement of its new AI200 chip, set to launch next year, and the upcoming AI250 model for 2027 signals a clear push to compete with established leaders like Nvidia and AMD. The company’s first major client, Humain—an AI venture backed by Saudi Arabia’s Public Investment Fund—underscores Qualcomm’s intention to stake its claim in the global AI race. Yet, analysts remain cautious about the long-term impact of this move, noting that Qualcomm’s specifications may not yet match the sophistication of Nvidia’s GPUs or even AMD’s offerings.

Analysts Split on Qualcomm’s Prospects
Melius Research analyst Ben Reitzes observed that “Qualcomm’s products seem to fall short of Nvidia and AMD’s capabilities,” emphasizing that the company’s success will depend on whether it can attract clients beyond government-backed initiatives. This skepticism highlights a key challenge: establishing credibility in a space already dominated by players with established ecosystems and deep developer communities.

Why Nvidia Still Leads the Pack
Despite the buzz around Qualcomm’s entry, Nvidia continues to hold nearly 90% of the AI chip market—a dominance built on years of innovation and a robust software foundation. Nvidia’s CUDA platform remains a major advantage, enabling developers worldwide to optimize machine learning and AI models seamlessly. Analysts at BNP Paribas echoed this sentiment, noting that while Qualcomm has talented engineers, it still needs to develop a mature software and networking ecosystem before it can meaningfully compete with Nvidia’s established infrastructure.

Other Players in the Mix
Advanced Micro Devices (AMD) and Broadcom are also navigating this evolving landscape. While AMD’s stock dipped 0.5% and Broadcom slipped 0.2% in premarket trading, both remain key players in the semiconductor industry. Broadcom, in particular, has expressed confidence in its future growth, expecting its hardware to play a larger role in AI systems—potentially at Nvidia’s expense in select applications.

Nvidia’s GTC 2025: A Defining Moment
All eyes are on Nvidia’s Global Technology Conference (GTC) taking place in Washington, D.C., this week. CEO Jensen Huang is set to deliver a keynote address expected to outline Nvidia’s next phase of innovation, partnerships, and AI hardware advancements. Investors are hoping for announcements that will reinforce Nvidia’s dominance and expand its role in shaping AI infrastructure worldwide.

Geopolitical Undercurrents in AI Trade
Adding another layer to the story, President Donald Trump’s ongoing Asia trip and his upcoming meeting with Chinese President Xi Jinping are expected to include discussions on U.S. semiconductor exports to China. Any policy changes could significantly influence Nvidia’s international operations, particularly given China’s demand for high-performance AI chips.

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Powering Local AI: OpenAI’s GPT-OSS Models Now Optimized for NVIDIA RTX GPUs

by theparliamentnews.com
written by theparliamentnews.com
GPT OSS

A New Era of Local Inference Begins

OpenAI’s breakthrough open-weight GPT-OSS models are now available with performance optimizations specifically designed for NVIDIA’s RTX and RTX PRO GPUs. This collaboration enables lightning-fast, on-device AI inference — with no need for cloud access — allowing developers and enthusiasts to bring high-performance, intelligent applications directly to their desktop environments.

With models like GPT-OSS-20B and GPT-OSS-120B now available, users can harness the power of generative AI for reasoning tasks, code generation, research, and more — all accelerated locally by NVIDIA hardware.

Built for Developers, Powered by RTX

These models, based on the powerful mixture-of-experts (MoE) architecture, offer advanced features like instruction following, tool usage, and chain-of-thought reasoning. Supporting a context length of up to 131,072 tokens, they’re ideally suited for deep research, multi-document analysis, and complex agentic AI workflows.

Optimized to run on RTX AI PCs and workstations, the models can now achieve up to 256 tokens per second on GPUs like the GeForce RTX 5090. This optimization extends across tools like Ollama, llama.cpp, and Microsoft AI Foundry Local, all designed to bring professional-grade inference into everyday computing.

MXFP4 Precision Unlocks Performance Without Sacrificing Quality

These are also the first models using the new MXFP4 precision format, balancing high output quality with significantly reduced computational demands. This opens the door to advanced AI use on local machines without the resource burdens typically associated with large-scale models.

Whether you’re using an RTX 4080 with 24GB VRAM or a professional RTX 6000, these models can run seamlessly with top-tier speed and efficiency.

Ollama: The Simplest Path to Personal AI

For those eager to try out OpenAI’s models with minimal setup, Ollama is the go-to solution. With native RTX optimization, it enables point-and-click interaction with GPT-OSS models through a modern UI. Users can feed in PDFs, images, and large documents with ease — all while chatting naturally with the model.

Ollama’s interface also includes support for multimodal prompts and customizable context lengths, giving creators and professionals more control over how their AI responds and reasons.

Advanced users can tap into Ollama’s command-line interface or integrate it directly into their apps using the SDK, extending its power across development pipelines.

More Tools, More Flexibility

Beyond Ollama, developers can explore GPT-OSS on RTX via:

  • llama.cpp — with CUDA Graphs and low-latency enhancements tailored for NVIDIA GPUs
  • GGML Tensor Library — community-driven library with Tensor Core optimization
  • Microsoft AI Foundry Local — a robust, on-device inferencing toolkit for Windows, built on ONNX Runtime and CUDA

These tools give AI builders unprecedented flexibility, whether they’re building autonomous agents, coding assistants, research bots, or productivity apps — all running locally on AI PCs and workstations.

A Push Toward Local, Open Innovation

As OpenAI steps into the open-source ecosystem with NVIDIA’s hardware advantage, developers worldwide now have access to state-of-the-art models without being tethered to the cloud.

The ability to run long-context models with high-speed output opens new possibilities in real-time document comprehension, enterprise chatbots, developer tooling, and creative applications — with full control and privacy.

NVIDIA’s continued support through resources like the RTX AI Garage and AI Blueprints means the community will keep seeing evolving tools, microservices, and deployment solutions to push local AI even further.

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China’s DeepSeek Sends Shockwaves Across Global Tech Markets: Nvidia Loses $600 Billion in Value

by theparliamentnews.com
written by theparliamentnews.com

The global tech landscape experienced a seismic jolt as China’s DeepSeek, a startup based in Hangzhou, unveiled its groundbreaking generative AI model. Developed at a fraction of the cost incurred by its U.S. competitors, the Chinese chatbot has emerged as a potential game-changer in the AI race, shaking up markets and sending ripples across the tech industry.

DeepSeek’s Disruptive Impact

DeepSeek’s chatbot, a testament to China’s rising AI prowess, has captured attention worldwide. With an R&D budget of just $5.6 million, the startup’s innovation challenges the notion that only hefty investments can yield high-performing AI models. The chatbot’s success, highlighted by its ranking as the top-rated free app on Apple’s U.S. App Store, starkly contrasts with the billions poured into AI development by American giants.

This bold achievement has raised a critical question: can China outperform the U.S. in the AI arms race by delivering cost-effective, high-quality solutions?

Tech Stocks Tumble as Nvidia Takes a Hit

The market’s reaction was swift and brutal. Nvidia, whose semiconductors are a linchpin of the AI industry, witnessed a 17% plunge in its stock price, erasing nearly $600 billion from its market value. The fallout wasn’t limited to Nvidia. Broadcom shares also nosedived 17.4%, while Dutch semiconductor equipment manufacturer ASML saw its stock drop 6.7%. Constellation Energy, a key player in energy infrastructure for AI, experienced a staggering 20% decline.

The tech-heavy Nasdaq shed over 3%, while the broader S&P 500 dipped 1.5%. Even European markets felt the tremors, with Frankfurt and Paris indices closing in the red.

Market Skepticism Amid Cyber Threats

While DeepSeek’s emergence has caused a stir, skepticism lingers. Experts question the startup’s claims and the scalability of its technology. “Everyone is trying to figure out, ‘Can it be believed?’ and ‘What does it mean?’” noted Art Hogan, Chief Market Strategist at B. Riley Wealth.

Adding to the turbulence, DeepSeek reported large-scale cyberattacks on its systems, forcing it to limit new user registrations. This development underscores the challenges of navigating global tech competition in an increasingly volatile cyber landscape.

US-China Rivalry Intensifies

Kathleen Brooks, Research Director at XTB, emphasized the geopolitical undercurrents of this tech upheaval. “US tech dominance is being challenged by China,” she observed. The spotlight is now on whether China’s AI advancements can sustain their momentum and deliver transformative results faster and more affordably than their Western counterparts.

This disruption arrives as the U.S. grapples with its AI strategy. Just last week, former President Donald Trump announced a $500 billion initiative to bolster AI infrastructure, a partnership between SoftBank and OpenAI. However, the emergence of DeepSeek serves as a wake-up call, forcing policymakers and industry leaders to rethink their approach.

Broader Economic Context

The turbulence in tech markets coincides with key economic developments, including upcoming interest rate decisions from the Federal Reserve and the European Central Bank. Investors are also bracing for U.S. inflation data, which could further sway market sentiment.

Global stock markets painted a mixed picture. In Asia, Hong Kong’s Hang Seng Index gained 0.7%, while Tokyo’s Nikkei 225 fell 0.9%. Brent crude oil prices dipped 1.8% to $77.08 per barrel, reflecting broader market caution.

What Lies Ahead?

DeepSeek’s rise signals a new chapter in the global AI race, where cost-efficiency and innovation are poised to disrupt traditional hierarchies. As the dust settles, the world will closely watch how U.S. tech giants and policymakers respond to this unprecedented challenge.

In the short term, market volatility may persist as stakeholders assess the long-term implications of China’s bold foray into generative AI. One thing is clear: the race to AI supremacy is heating up, and the stakes have never been higher.

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Jensen Huang on Time and Success: Why the Present Moment Is His Only Agenda

by theparliamentnews.com
written by theparliamentnews.com

In a world where tech leaders constantly chase new heights, Nvidia CEO Jensen Huang stands out with a unique philosophy on time and ambition. At a recent tech event, Huang revealed why he doesn’t wear a watch, emphasizing the power of focusing entirely on the present. His reasoning wasn’t about defying trends or minimalism; it was a deliberate approach that aligns deeply with his values. “Very few people know this, but I don’t wear a watch. The reason I don’t is that now is the most important time,” he explained.

As Nvidia’s stock continues to soar, one might assume that Huang is always pushing for more. But he revealed quite the opposite: “I’m not particularly ambitious. I don’t aspire to do more; I want to do better at what I’m currently doing.” This mindset, rather than a roadmap or a long-term strategy, drives Nvidia’s growth. “Our definition of a long-term plan is simply: What are we doing today?” he added.

The Power of Being Present

Huang’s approach challenges the traditional idea of business ambition, and his Instagram following—especially @entrepreneursonig—has shared his words widely, capturing attention for his refreshing perspective on productivity. As the caption on a recent post notes, “Doing more is easy; doing less is hard.” Huang’s focus on excellence in the present moment isn’t about cutting down goals but about raising standards for the work at hand. In a fast-paced industry, this emphasis on quality over quantity gives Nvidia its edge.

A Lesson from Kyoto’s Gardens

Huang’s outlook isn’t solely derived from boardrooms or market trends. He recounted a profound experience with a Japanese gardener in Kyoto, whose dedication to the temple’s garden left a lasting impression. Despite the size and demands of the space, the gardener carefully cultivated its lush moss with limited tools and, intriguingly, no rush. When asked about his secret, he simply replied, “I have plenty of time.” This encounter shaped Huang’s perspective on time and success. “This is the best career advice I can give: Now is the most important time—just focus on the present,” he reflected.

Creating a Legacy by Staying in the Now

Huang’s approach at Nvidia reflects this philosophy. Rather than creating ambitious, long-term blueprints, he trusts in what he calls “a long-term plan for today.” It’s a refreshing take in an industry known for relentless goal-setting and future-oriented projections. By focusing on the present, Huang has created an environment where excellence is cultivated moment by moment—a practice that has propelled Nvidia into new markets, from AI to gaming, with unparalleled growth.

As the industry watches Nvidia’s continued success, it’s clear that Huang’s philosophy on time has helped shape not only his leadership style but the future of technology. Instead of racing toward an ever-distant finish line, he chooses to perfect each stride along the way. In a world of ceaseless ambition, Jensen Huang’s emphasis on the present reminds us that sometimes, the most profound impact comes from simply doing our best now.

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Nvidia Overtakes Apple: AI Boom Propels Chipmaker to the Top of the Market

by theparliamentnews.com
written by theparliamentnews.com

In a stunning financial feat that underscores the momentum of artificial intelligence, Nvidia has surged past Apple to claim the title of the world’s most valuable company. On Tuesday, Nvidia’s stock soared by 2.9% to reach $139.93 per share, pushing the chip-making titan’s market valuation to a record-breaking $3.43 trillion. This leap has edged Apple, valued at $3.38 trillion, into second place. Nvidia’s swift climb reflects a profound shift in the market, with investors increasingly captivated by the boundless potential of AI.

This isn’t the first time Nvidia has claimed the market cap throne; the chipmaker briefly held the top position in June before settling back. But today, Nvidia stands as a cornerstone in the technology landscape, valued higher than both Amazon and Meta combined. The journey from a respected player in the semiconductor space to a market-dominating force has been swift and fueled largely by its pioneering AI advancements.

With the growing demand for AI-powered technology, Nvidia’s processors play an indispensable role in developing advanced generative AI models like OpenAI’s ChatGPT and Google’s Gemini. This surge in demand has propelled Nvidia’s stock price by an astonishing 850% since the end of 2022, when the public’s interest in AI truly ignited. As Nvidia gears up to join the Dow Jones Industrial Average on Friday, its standing in the market has never been stronger—a stark indicator of AI’s central role in the future of technology.

Nvidia’s ascent has reshaped the market dynamics, reflecting how AI-focused investments are shaping the world’s largest companies. With tech giants pouring tens of billions into AI development, Nvidia’s prominence in this arena suggests a new era where AI hardware and chip development drive value creation and growth.

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Nvidia ‘s Market Value Plummets by $220 Billion Amidst Revenue Forecast Challenges

by theparliamentnews.com
written by theparliamentnews.com

NVIDIA Corp., renowned for its cutting-edge technology and the world’s most expensive stock in the S&P 500 Index, recently faced a staggering $220 billion selloff, cutting short its reign as the world’s most valuable company. With shares trading at approximately 23 times the company’s projected sales over the next year, the company finds itself at the center of a valuation conundrum.

The AI Boom and Its Uncertainties

NVIDIA’s meteoric rise has been fueled by the AI boom, which has driven unprecedented demand for its chips. Over the past year, the company’s revenue has consistently outstripped Wall Street’s quarterly financial estimates. However, this surge comes with significant uncertainty. Even Wall Street analysts and NVIDIA executives are finding it challenging to predict the company’s future revenues accurately, complicating investor efforts to determine whether NVIDIA’s shares are overpriced.

Since the fiscal quarter ending April 2023, NVIDIA’s sales have exceeded its own forecasts by an average of 13%, more than double the average over the past decade. In August, the company’s sales surpassed projections by 23%, the largest margin since at least 2013, according to Bloomberg data.

Supply Chain Constraints and Revenue Modelling

Brian Colello, an analyst at Morningstar, emphasizes that the most uncertain variable for NVIDIA is supply, especially amid soaring demand. This challenge complicates revenue modelling for the chipmaker. Last month, Colello raised his price target for NVIDIA shares from $91 to $105, with shares currently trading around $127. He estimates up to $4 billion could be added to NVIDIA’s quarterly revenue to forecast the upcoming quarter’s sales.

Colello acknowledges the difficulty in accurate forecasting, saying, “I’m not the first analyst to raise my price target or be surprised by revenues far ahead of what we thought a year ago.” He is not alone in adjusting estimates; Melius analyst Ben Reitzes recently increased his price target on NVIDIA for the fifth time this year, from $125 to $160, suggesting a 26% gain from Friday’s closing price.

Market Momentum and Investor Sentiment

Many traders are buying NVIDIA stock based purely on momentum. The stock has surged 156% this year, briefly surpassing Microsoft Corp. to become the world’s most valuable company at $3.34 trillion. This rally contributed to a record $8.7 billion inflow into tech funds in one week, according to Bank of America Corp.’s analysis of EPFR Global data. However, NVIDIA shares have since fallen 6.7%, wiping out over $220 billion in market value.

The Challenge for Discounted Cash Flow Models

For investors focused on discounted cash flow models, the discrepancy between estimates and actual results creates a significant challenge. Over the past five quarters, analysts’ estimates for NVIDIA’s sales have deviated from actual results by an average of 12%, the third highest among S&P 500 companies with average quarterly revenue of at least $5 billion and coverage by at least 20 analysts.

With major customers like Microsoft planning to increase spending on computing hardware, NVIDIA is projected to achieve a profit of $14.7 billion on sales of $28.4 billion in the current quarter, up 137% and 111%, respectively, from the same period last year. In contrast, Microsoft’s sales are expected to grow by 15%, while Apple’s projections are around 3%.

Future Outlook and Valuation Concerns

Despite NVIDIA’s high valuation multiples, they seem more justifiable given the company’s rapid growth, especially since estimates have consistently been low. However, Michael O’Rourke, chief market strategist at Jones Trading, cautions that as NVIDIA’s growth rate starts to stabilize due to its size, the degree to which it surpasses Wall Street’s expectations will likely diminish. This could make it harder to justify the current high price of its shares.

As NVIDIA navigates these turbulent waters, the key question for investors remains: how to determine a reasonable price for a stock exhibiting such exceptional profit and sales growth compared to its large-cap peers. The coming months will be critical in assessing whether NVIDIA can sustain its high valuation or if market corrections will continue to challenge its position.

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Apple, Microsoft, and Nvidia Pour Billions into Southeast Asia

by theparliamentnews.com
written by theparliamentnews.com

In a significant move highlighting the shifting dynamics of global tech investment, CEOs from major players like Apple Inc., Microsoft Corp., and Nvidia Corp. have been making substantial commitments in Southeast Asia. This surge in investment underscores the region’s growing prominence as a tech hub, drawing attention from industry leaders who are eyeing the area’s business-friendly environment, burgeoning talent pool, and expanding consumer market.

With Southeast Asia’s population of approximately 675 million people embracing digitalization, tech giants are increasingly channeling funds into the region. Notably, investments are directed toward data centers, reflecting the region’s enthusiasm for video streaming, online shopping, and AI technologies. Estimates suggest that companies will invest up to $60 billion in data centers in the coming years to cater to the region’s digital needs.

Amidst escalating geopolitical tensions globally, Southeast Asia emerges as an attractive destination for tech investment due to its neutrality and pro-business stance. Western tech companies, facing challenges in markets like China and India, are turning to Southeast Asia for growth opportunities and strategic expansion.

Tim Cook of Apple and Satya Nadella of Microsoft recently embarked on extensive tours across Southeast Asia, solidifying commitments to bolster the region’s tech infrastructure. These investments are poised to intensify competition between tech giants like Amazon, Microsoft, and Google, particularly in areas such as AI and cloud computing.

Southeast Asia’s burgeoning workforce and favorable government policies further enhance its appeal as a tech investment destination. Governments in the region have prioritized education and infrastructure development, making it conducive for companies to establish operations ranging from manufacturing to research and design.

The region’s growing middle class, estimated to reach 65% of the population by 2030, presents a lucrative consumer market for tech products and services. Apple, recognizing the region’s potential, has announced plans to expand its presence by opening stores and increasing investments.

Microsoft, too, has received a warm reception in Southeast Asia, with Nadella engaging with government leaders and business elites across the region. These interactions underscore the region’s growing significance as a key market for tech companies.

Moreover, Southeast Asia’s adoption of AI technologies, particularly generative AI like ChatGPT, is driving demand for data centers to handle the increasing volume of data. This trend is expected to contribute significantly to the region’s economic growth, with estimates suggesting a $1 trillion boost by 2030.

While navigating Southeast Asia’s diverse landscape presents challenges, tech majors are capitalizing on the region’s advantages, including its skilled workforce and relatively low operating costs. Through strategic investments and partnerships, these companies aim to position themselves at the forefront of Southeast Asia’s tech revolution, capitalizing on the region’s immense potential for growth and innovation.

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Behind the Scenes at Nvidia: CEO Jensen Huang’s Commanding Presence and Visionary Leadership

by theparliamentnews.com
written by theparliamentnews.com

Jensen Huang, the CEO of Nvidia, is renowned for his exacting standards and uncompromising leadership style, according to accounts from Nvidia employees. Described as demanding, perfectionist, and formidable, Huang’s approach to leadership is characterized by a relentless pursuit of excellence.

In a recent interview with 60 Minutes, an Nvidia employee, Whitaker, shed light on the challenges of working under Huang’s stewardship. Whitaker’s description of Huang as a boss resonated with many within the company, highlighting Huang’s expectation for nothing less than exceptional performance. In response to Whitaker’s characterization, Huang affirmed the necessity of high standards, asserting that achieving extraordinary results requires a willingness to confront difficulties head-on.

Huang’s leadership philosophy emphasizes direct engagement and oversight, as evidenced by his belief that CEOs should have the most direct reports within the company. By managing over 50 direct reports himself, Huang ensures a streamlined organizational structure and maintains a deep understanding of operations at all levels.

Under Huang’s guidance, Nvidia has soared to new heights, becoming one of only four companies globally valued at over $2 trillion. The company’s meteoric rise, with its stock market value doubling in just eight months, underscores the market’s appetite for cutting-edge technology. Nvidia’s AI chips, widely regarded as industry-leading, have solidified the company’s position as a dominant force in the tech sector.

In his interview, Huang addressed pressing issues, including the role of AI in society. While recognizing AI’s transformative potential, Huang cautioned against its unchecked proliferation, citing potential risks to human employment. He emphasized the importance of vigilance and awareness, advocating for proactive measures to mitigate the impact of AI on the workforce.

Huang’s insights into the future of AI reflect his forward-thinking approach and commitment to ethical innovation. As Nvidia continues to drive technological advancements, under Huang’s stewardship, the company remains at the forefront of shaping the digital landscape.

In essence, Jensen Huang emerges as a visionary leader, challenging conventions and driving Nvidia towards unparalleled success while navigating the complexities of the ever-evolving tech industry.

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NVIDIA introduces Blackwell Platform, Revolutionizing Computing Landscape. Know what’s more.

by theparliamentnews.com
written by theparliamentnews.com

NVIDIA, a global leader in AI and computing technology, has launched its highly anticipated Blackwell platform, marking a significant milestone in the world of accelerated computing. This groundbreaking platform introduces a new era of computing, empowering organizations to leverage real-time generative AI on trillion-parameter large language models (LLMs) with unprecedented efficiency.

Trillion-Parameter-Scale AI Models: Powered by the Blackwell GPU architecture, NVLink, and Resilience Technologies, the platform enables the deployment of trillion-parameter-scale AI models.

Optimized Cost and Energy Efficiency: With new Tensor Cores and the TensorRT-LLM Compiler, Blackwell reduces LLM inference operating cost and energy consumption by up to 25x compared to its predecessor.

Breakthroughs in Various Fields: The platform facilitates breakthroughs in data processing, engineering simulation, electronic design automation, computer-aided drug design, and quantum computing.

Wide Adoption: Blackwell has garnered widespread adoption from major cloud providers, server makers, and leading AI companies including Amazon Web Services, Google, Meta, Microsoft, OpenAI, Oracle, Tesla, and more.

Industry Leaders’ Statements:

Sundar Pichai, CEO of Alphabet and Google, emphasized Google’s commitment to investing in infrastructure for AI platforms, highlighting their partnership with NVIDIA to bring Blackwell’s capabilities to Google Cloud customers.

Andy Jassy, president and CEO of Amazon, highlighted the longstanding collaboration between AWS and NVIDIA, underscoring the compatibility of Blackwell with AWS infrastructure for advanced accelerated workloads.

Michael Dell, founder and CEO of Dell Technologies, expressed the importance of generative AI in shaping the future of technology, affirming Dell’s collaboration with NVIDIA to deliver next-generation accelerated products and services.

Demis Hassabis, CEO of Google DeepMind, emphasized the transformative potential of AI in solving scientific problems, acknowledging Blackwell’s role in providing critical compute power for scientific discoveries.

Mark Zuckerberg, CEO of Meta, highlighted the significance of AI in powering various Meta products and services, expressing eagerness to leverage Blackwell to enhance Meta’s AI capabilities.

Satya Nadella, CEO of Microsoft, reiterated Microsoft’s commitment to offering advanced infrastructure for AI workloads, announcing the integration of Blackwell processors into Microsoft’s datacenters globally.

Sam Altman, CEO of OpenAI, underscored Blackwell’s massive performance leaps, expressing excitement about enhancing AI compute capabilities in collaboration with NVIDIA.

Larry Ellison, chairman and CTO of Oracle, emphasized the qualitative and quantitative breakthroughs enabled by Blackwell in AI, machine learning, and data analytics, highlighting its importance for uncovering actionable insights.

Elon Musk, CEO of Tesla and xAI, acknowledged NVIDIA hardware as the best choice for AI applications.

About the Blackwell Platform:

Named after mathematician David Harold Blackwell, the Blackwell platform succeeds the NVIDIA Hopper architecture and features six revolutionary technologies:

World’s Most Powerful Chip

Second-Generation Transformer Engine

Fifth-Generation NVLink

RAS Engine

Secure AI

Decompression Engine

Availability and Partnerships:

Blackwell-based products will be available from partners later this year, including major cloud service providers, server makers, and software developers.

NVIDIA Cloud Partner program companies and sovereign AI clouds will offer Blackwell-based cloud services and infrastructure.

AWS, Google Cloud, and Oracle Cloud Infrastructure plan to host Blackwell-based instances.

Leading server manufacturers, including Cisco, Dell, Hewlett Packard Enterprise, Lenovo, and Supermicro, will deliver servers based on Blackwell products.

Conclusion:

The NVIDIA Blackwell platform represents a monumental leap forward in accelerated computing, ushering in a new era of efficiency, scalability, and innovation. With its transformative capabilities, Blackwell is poised to reshape industries and drive breakthroughs in AI-driven applications worldwide.

To learn more about the NVIDIA Blackwell platform, watch the GTC keynote and register for sessions at GTC, running through March 21.

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Super Micro Computer Emerges as Top Performer, Surpassing Nvidia’s Growth

by theparliamentnews.com
written by theparliamentnews.com

In the realm of semiconductor giants, Nvidia has long been a prominent figure, boasting exponential growth and commanding a significant portion of the market. However, in a surprising turn of events, one of Nvidia’s key customers, server-maker Super Micro Computer, has managed to surpass even the formidable Jensen Huang-led company in terms of stock performance.

While Nvidia experienced a remarkable 80% surge over a 10-week rally, fueled by soaring demand for chips essential in artificial intelligence (AI) applications, Super Micro Computer emerged as the unsung hero of the tech sector. The server manufacturer’s partnership with Nvidia, supplying servers brimming with the chipmaker’s AI-driven processors, propelled Super Micro Computer’s revenue projections to double this year, according to a report by the Wall Street Journal.

In the past year alone, shares of Super Micro Computer skyrocketed by over 1200%, a staggering feat that caught the attention of investors and analysts alike. Such impressive growth has propelled the company to the threshold of joining the prestigious S&P 500 index of major US-listed companies, underscoring its newfound prominence in the tech landscape.

Established in Silicon Valley in 1993, the same year as Nvidia’s inception by Jensen Huang, Super Micro Computer’s meteoric rise reflects the symbiotic relationship between the two entities. While Nvidia basks in the spotlight for its cutting-edge AI technologies, Super Micro Computer quietly plays a pivotal role as a key supplier, capitalizing on the burgeoning demand for AI-infused servers.

Nvidia’s dominance in the chip market has not gone unnoticed, with the company’s stock achieving unparalleled heights and cementing its status as a heavyweight contender. Boasting a market capitalization of approximately $2.2 trillion, Nvidia trails closely behind tech behemoths Microsoft Corp and Apple Inc, solidifying its position as a formidable force in the industry.

Jensen Huang, Nvidia’s visionary CEO, recently ignited speculation about the imminent arrival of artificial general intelligence (AGI), suggesting that such advancements could materialize within the next five years. While the prospect of AGI remains a subject of fervent debate, Huang’s optimistic outlook underscores Nvidia’s relentless pursuit of technological innovation and its enduring influence on the future of AI.

As Nvidia continues to push the boundaries of AI research and development, its collaboration with stalwart partners like Super Micro Computer exemplifies the collective efforts driving the tech industry forward. Amidst a landscape characterized by rapid advancements and fierce competition, both companies stand poised to shape the trajectory of AI-driven innovation for years to come.

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