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Parabricks for gene sequencing and AlphaFold2 for protein structure prediction is now CUDA accelerated.
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2025 Q2
8 Sep 24
It's not possible to come up with a new AI factory every year unless you have all the parts.
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2025 Q2
8 Sep 24
next year, we're going to ship a lot more CPUs than we've ever had in the history of our company, more GPUs, of course, but also NVLink switches, CX DPUs, ConnectX for East and West, BlueField DPUs for North and South, and data and storage processing to InfiniBand for supercomputing centers, to Ethernet, which is a brand-new product for us
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2025 Q2
8 Sep 24
10-Q that came out, and the United States was down sequentially while several Asian geographies were up a lot sequentially
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2025 Q2
8 Sep 24
who we sell to and/or specifically who we invoice to, and so what you're seeing in terms of there is who we invoice
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2025 Q2
8 Sep 24
you're lower than where we are
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2025 Q2
8 Sep 24
we have the Blackwell on top of that, and the Blackwell starting ramping in Q4
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2025 Q2
8 Sep 24
We have many new products for Hopper, our existing products for Hopper that we believe will start continuing to ramp in the next quarters, including our Q3 and those new products moving to Q4.
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2025 Q2
8 Sep 24
general purpose computing is shifting to accelerated computing, and human-engineered software is going to transition to generative AI or artificial intelligence-learned software
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2025 Q2
8 Sep 24
you could install and deploy anywhere from 3 to 5x the AI throughput compared to the past
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2025 Q2
8 Sep 24
in a liquid cooled data center
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2025 Q2
8 Sep 24
very high throughput large language model inference, and the large NVLink domain is going to be a game changer for that
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2025 Q2
8 Sep 24
The Grace Blackwell is liquid cooled.
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2025 Q2
8 Sep 24
It is air cooled.
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2025 Q2
8 Sep 24
Blackwell comes in either a Blackwell classic, if you will, that uses the HGX form factor that we pioneered with Volta.
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2025 Q2
8 Sep 24
we offer multiple configurations of Blackwell
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2025 Q2
8 Sep 24
the world builds about $1 trillion worth of data centers. $1 trillion worth of data centers in a few years will be all accelerated computing
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2025 Q2
8 Sep 24
In the past, no GPUs are in data centers, just CPUs. In the future, every single data center will have GPUs.
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2025 Q2
8 Sep 24
people are just clamoring to transition the $1 trillion of established installed infrastructure to a modern infrastructure
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2025 Q2
8 Sep 24
for your own services, generative AI is also a fast ROI
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2025 Q2
2 Sep 24