Has the NVIDA era started? “Nvidia reported a revenue of $13.51 billion in the second quarter, up 88% from the first quarter (Q1), and up 101% from a year ago…The company has forecasted a $16 billion revenue for the third quarter.”
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In his words [Invidia CEO Jensen Huang],
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“A new computing era has begun. Companies worldwide are transitioning from general-purpose to accelerated computing and generative AI. The world has something along the lines of about a trillion dollars worth of data centers installed in the cloud, and that trillion dollars of data centers is the process of transitioning into accelerated computing and generative AI.
“We are seeing two simultaneous platform shifts at the same time. Nvidia GPUs connected by our Mellanox networking and switch technologies and running our CUDA AI software stack make up the computing infrastructure of generative AI. During the quarter, major cloud service providers announced massive Nvidia H100 AI infrastructures. Leading enterprise IT systems and software providers announced partnerships to bring Nvidia AI to every industry. The race is on to adopt generative AI”.
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