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Nvidia’s recent GTC conference highlighted the company’s growing impact on enterprise infrastructure, particularly in the AI space. The event showcased Nvidia’s position as a platform company at the center of modern AI infrastructure, enabling cloud providers and on-prem solution providers to support AI applications effectively. The launch of Nvidia’s next-generation Blackwell accelerators, including the Grace Blackwell Superchip, promises new levels of capability for AI training and high-performance inference.

The Nvidia GB200 NVL72 system, featuring the Grace Blackwell Superchip, offers 80 petaflops of AI performance, 1.7 TB of fast memory, and support for up to 72 GPUs. Nvidia also introduced the DGX SuperPOD with DGX GB200 systems, scalable to tens of thousands of GPUs, for handling trillion-parameter models. These system-level solutions are designed to provide a turnkey, optimized, and efficient AI infrastructure for enterprises, ensuring constant uptime with full-stack resilience and maximum developer productivity.

In the cloud space, Nvidia is shifting from being solely a GPU provider to delivering systems-level solutions, causing some tension among cloud service providers that prefer to build their solutions. However, Nvidia’s strategic engagements with major players like Amazon’s AWS, Oracle Cloud, Microsoft Azure, and Google Cloud demonstrate a collaborative approach to developing new AI supercomputers and expanding support for Nvidia’s new systems. The partnership between Nvidia and Oracle includes offering Nvidia’s Bluefield-3 DPUs as part of Oracle’s networking stack for enhanced data center performance.

Leading OEMs like Dell Technologies, HPE, Supermicro, and Lenovo are also ready for AI with substantial AI-related businesses. Nvidia’s collaboration with Dell on the AI Factory initiative combines Dell’s computing portfolio with Nvidia’s Enterprise AI software suite and Nvidia Spectrum-X networking fabric, providing a robust and seamless AI infrastructure. Lenovo introduced new ThinkEdge servers designed for AI, while HPE announced new capabilities for its generative AI solutions, collaborating with Nvidia on HPE Machine Learning Inference Software for rapid and secure deployment of ML models at scale.

Storage solutions for AI continue to evolve, with companies like Weka, VAST Data, Hammerspace, Pure Storage, and NetApp offering scalable storage options for large AI clusters. Weka’s software achieving Nvidia DGX SuperPOD certification and VAST Data’s Bluefield-3 solution for scalable storage highlight the competition in the data infrastructure space. On-premises storage approaches also play a significant role, with companies like Pure Storage and NetApp announcing new support for AI workloads based on Nvidia technology.

Overall, Nvidia’s platform-centric approach and ecosystem-building strategies are driving the AI market forward, shaping the infrastructure required for AI deployment both in the cloud and on-premises. As AI becomes increasingly integral to businesses, Nvidia’s focus on delivering integrated, system-level AI solutions through partnerships with cloud providers, OEMs, and storage companies is key to the industry’s progression into the AI age.

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