on CNBC TV today they were talking about whether the Nvidia print is on par in terms of impact with jobs numbers
AI HARDWARE
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Nvidia’s Organizational Structure from 2018 SEC Filing
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yep here's old reporting structure as example https://
sec.gov/Archives/edgar
/data/1045810/000104581018000010/nvda-2018x10k.htm
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Nvidia’s Data Center Revenue Reaches Unexpected 88 Percent
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if you would have told me five years ago that one day 88% of Nvidia revenue would be in the data center segment i would have suspected you read a report with a typo https://
cnbc.com/2024/08/28/nvi
dia-nvda-earnings-report-q2-2025.html
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Wall Street’s Best Ideas: AI Arms Race Accelerates
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Wall Street’s Best Ideas: AI arms race keeps going OpenAI explains why they are so confident in spending billions on AI, buy-side expectations are pretty high for Nvidia’s October-outlook, bull and bear dismiss Hindenburg’s short story on Super Micro, and Ambarella and Box seem
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CoreWeave Launches Nvidia H200 GPUs Cloud Offering
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CoreWeave says today (Nvidia earnings day) that it's the first cloud provider to bring Nvidia H200 Tensor Core GPUs to the market
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NVIDIA Blackwell Achieves 4X Performance on Llama 2 70B
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In the latest round of #MLPerf industry benchmarks, the first submission of NVIDIA Blackwell delivered up to 4X more performance on #Llama 2 70B, while the NVIDIA H200 Tensor Core GPU continued to deliver outstanding results across every data center test.
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UAI Breaks MLPerf Inference Records with speedAI240 Cards
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UAI sets new records in @MLCommons #MLPerf® Inference v4.1 benchmarks with our speedAI®240 cards: 6x energy efficiency vs comp. Highest single-card throughput 3x lower latency vs comp. Fastest ever recorded latency for ResNet-50 Learn more: https://
untether.ai/mlperf-results/ -
India’s AI Compute Capacity Initiative with 10,000 GPUs
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The IndiaAI Compute Capacity pillar of the INDIAai mission focuses on creating a scalable AI computing ecosystem with over 10,000 GPUs through public-private partnerships to meet the demands of India's growing AI startups and research community.
— IndiaAI (@OfficialINDIAai) 28 août 2024
The marketplace will offer AI as a… pic.twitter.com/xAR9zNb8vKThe IndiaAI Compute Capacity pillar of the INDIAai mission focuses on creating a scalable AI computing ecosystem with over 10,000 GPUs through public-private partnerships to meet the demands of India's growing AI startups and research community.
The marketplace will offer AI as a -
Cerebras Debuts World’s Fastest Inference Technology
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It was an interesting couple of days hearing from Cerebras about their move into inference. I think the company made a compelling pitch for different technology needed to enable different kinds of Gen AI queries. AI startup Cerebras debuts ‘world’s fastest inference,’ with a
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SambaNova Achieves 114 Tokens Per Second Record with Llama
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I've been playing with @SambaNovaAI
's API serving fast Llama 3.1 405B tokens. Really cool to see leading model running at speed. Congrats to Samba Nova for hitting a 114 tokens/sec speed record (and also thanks @KunleOlukotun for getting me an API key!)