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Page 16 of 26
software is a part of almost all of our products, whether they're our Data Center products, GPU systems or any of our products within gaming and our future automotive products
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2024 Q2
24 Aug 23
we built DGX Cloud as a footprint inside the world's leading clouds so that we could simultaneously work with all of our AI partners and help blend them easily in one of our cloud partners
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2024 Q2
24 Aug 23
our engineering uses AI to design our chips
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2024 Q2
24 Aug 23
15,000 of them are startups.
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2024 Q2
24 Aug 23
we work with some 30,000 companies around the world
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2024 Q2
24 Aug 23
It requires BlueField-3 and it supports both our Spectrum-2 and Spectrum-3 Ethernet switches.
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2024 Q2
24 Aug 23
Spectrum-X is just ramping now
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2024 Q2
24 Aug 23
And for the customers that are building very large infrastructure, InfiniBand is, I hate to say it, kind of a no-brainer. And the reason for that because the efficiency of InfiniBand is so significant, some 10%, 15%, 20% higher throughput for $1 billion infrastructure translates to enormous savings. Basically, the networking is free.
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2024 Q2
24 Aug 23
in order for enterprises to do it, you have to support the management system, the operating system, the security and software-defined data center approach of enterprises, and that's all VMware
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2024 Q2
24 Aug 23
And the next largest category will be our consumer Internet companies. And then the last piece of that will be our enterprise and high performance computing.
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2024 Q2
24 Aug 23
Our CSPs, our large CSPs are contributing a little bit more than 50% of our revenue within Q2.
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2024 Q2
24 Aug 23
last quarter, you had said CSPs were about 40% of your Data Center revenue, consumer Internet at 30%, enterprise 30%
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2024 Q2
24 Aug 23
recognizing the beginning of this transition and diverting their capital investment to accelerated computing and generative AI
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2024 Q2
24 Aug 23
we're already planning the next-generation infrastructure with the leading CSPs and data center builders
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2024 Q2
24 Aug 23
L40S is really designed for a different type of scale-out
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2024 Q2
24 Aug 23
H100 is designed for large-scale language models and processing just very large models and a great deal of data
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2024 Q2
24 Aug 23
L40S' focus is to be able to fine-tune models, fine-tune pretrained models
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2024 Q2
24 Aug 23
It seems like we're introducing a new architecture every two years.
Now we're introducing a new architecture, a new product just about every six months.
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2024 Q2
24 Aug 23
H100s go out really as HGXs sent to the world’s hyperscalers and they’re really, really quite large system components
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2024 Q2
24 Aug 23
the largest driver of our revenue within this last quarter was definitely the HGX system
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2024 Q2
24 Aug 23