Showing posts with label Nvidia. Show all posts
Showing posts with label Nvidia. Show all posts

Monday, April 19, 2021

UK to examine NVIDIA’s takeover of ARM


The U.K.'s Digital Secretary, Oliver Dowden, instructed the Competition and Markets Authority (CMA) to begin an investigation into the proposed sale of ARM to NVIDIA.

ARM, which is headquartered in Cambridge, is a major global player in the semiconductor industry. 

Digital Secretary Oliver Dowden states: “Following careful consideration of the proposed takeover of ARM, I have today issued an intervention notice on national security grounds.

“As a next step and to help me gather the relevant information, the UK’s independent competition authority will now prepare a report on the implications of the transaction, which will help inform any further decisions.

“We want to support our thriving UK tech industry and welcome foreign investment, but it is appropriate that we properly consider the national security implications of a transaction like this.”


Monday, April 12, 2021

NVIDIA outlines roadmap for BlueField data processing units (DPUs)

NVIDIA outlined a roadmap for the next two generations of its BlueField data processing unit (DPU) chips.

The current generation, BlueField-2, is now shipping and features dual 100Gb/s Ethernet or InfiniBand network ports and up to eight Arm cores. The BlueField-2 DPU includes accelerators for software-defined storage, networking, security, streaming, line rate TLS/IPSEC cryptography, precision timing for 5G telco and time-synchronized data centers and other cloud infrastructure services.

BlueField-3, which is expected to sample in the first quarter of 2022, will deliver 400GbE/NDR networking performance. It features 10x the accelerated compute power of the previous generation, with 16x Arm A78 cores and 4x the acceleration for cryptography. BlueField-3 is also the first DPU to support fifth-generation PCIe and offer time-synchronized data center acceleration. The company says BlueField-3 will enable real-time network visibility, detection and response for cyber threats and acts as the monitoring, or telemetry, agent for NVIDIA Morpheus, an AI-enabled, cloud-native cybersecurity platform, also announced today.



BlueField-3 takes advantage of NVIDIA DOCA, NVIDIA'S new data-center-on-a-chip software platform for building software-defined, hardware-accelerated networking, storage, security and management applications running on BlueField DPUs. Released today and available for download, DOCA includes a runtime environment to create, compile and optimize applications for the BlueField DPU; orchestration tools to provision, update and monitor thousands of DPUs across the data center; as well as libraries, APIs and a growing number of applications, such as deep packet inspection and load balancing.



BlueField-4 was shown on a slide with a projected 2024 horizon. It is expected to scale to 800GbE performance.

“Modern hyperscale clouds are driving a fundamental new architecture for data centers,” said Jensen Huang, founder and CEO of NVIDIA. “A new type of processor, designed to process data center infrastructure software, is needed to offload and accelerate the tremendous compute load of virtualization, networking, storage, security and other cloud-native AI services. The time for BlueField DPU has come.”

“Red Hat continues to collaborate with NVIDIA as part of an open ecosystem that accelerates innovation while providing access to the latest hardware innovations for composable infrastructure,” said Chris Wright, chief technology officer of Red Hat. “We recognize the need to develop advanced solutions for network security and automation and are excited to support BlueField DPUs and the NVIDIA Morpheus AI framework via Red Hat Enterprise Linux, Red Hat OpenShift, industry-leading containers and Kubernetes-powered hybrid cloud platform.”

“Our mutual customers are racing to harness the power of AI for enterprise applications,” said Lee Caswell, vice president of marketing for the Cloud Platform Business Unit at VMware. “The vision of enterprise infrastructure powered by the VMware Cloud Foundation and to be certified with the newly announced NVIDIA BlueField-3 DPU shows customers a path to improved application performance, a consistent operating model across virtualized and bare-metal environments, along with a new model for delivering zero-trust security without compromising performance.”

NVIDIA also disclosed that it is using its BlueField DPUs to accelerate its GeForce Now online gaming service.



NVIDIA acquires Mellanox - focus on Next Gen Data Centers

NVIDIA completed its $7 billion acquisition of Mellanox Technologies. The deal was originally announced on March 11, 2019. NVIDIA says that by combining its computing expertise with Mellanox’s high-performance networking technology, data center customers will achieve higher performance, greater utilization of computing resources and lower operating costs. “The expanding use of AI and data science is reshaping computing and data center architectures,”...


NVIDIA builds an ecosystem for its AI-on-5G platform

NVIDIA announced partnerships with Fujitsu, Google Cloud, Mavenir, Radisys and Wind River to develop solutions for its AI-on-5G platform.

NVIDIA's AI-on-5G platform combines its Aerial software development kit with its BlueField-2 A100 — a converged card that combines GPUs and DPUs including NVIDIA’s “5T for 5G” solution.



“In this era of continuous, accelerated computing, network operators are looking to take advantage of the security, low latency and ability to connect hundreds of devices on one node to deliver the widest range of services in ways that are cost-effective, flexible and efficient,” said Ronnie Vasishta, senior vice president of Telecom at NVIDIA. “With the support of key players in the 5G industry, we’re delivering on the promise of AI everywhere.”

NVIDIA’s collaboration with others working to enable AI-on-5G includes:

Mavenir, which is building two 5G vRAN systems based on the Aerial SDK, and will target the network operator segment for public 5G and for enterprise AI with private 5G. Mavenir and NVIDIA have created a hyperconverged enterprise 5G solution to enable enterprises to implement AI-on-5G applications in a seamless and easy-to-use solution.

Fujitsu later this year plans to deliver a 5G Open RAN system for verification starting with Sub6 band. Upon the system’s completion, Fujitsu and NVIDIA will be helping NTT DOCOMO and global operators with their evolution toward Open RAN in 5G, and beyond. Aerial software-defined implementation reduces time to market, speeds innovation and helps deliver AI applications to enterprises.

Radisys and Wind River plan to deliver NVIDIA Aerial AI-on-5G solutions for enterprise 5G and industrial 5G networks. Over 6 million 5G cells will be deployed by 2027 to smart factories, fulfillment centers and other enterprise, industrial and public zones to provide localized connectivity solutions, according to ABI Research.

Google Cloud is extending the Anthos application platform to the network edge, allowing telecommunications service providers and enterprises to enable the rapid delivery of new services and applications at the 5G edge. Anthos offers a consistent platform for application deployments, with a service-centric view of each environment. The platform enables customers to build and deploy enterprise-grade, containerized applications faster with managed Kubernetes in the cloud, on premises and at the network edge. Anthos supports NVIDIA GPU-accelerated servers, enabling a consistent deployment and operational experience across deployments, while reducing expensive overhead and improving developer productivity.

“AI-on-5G is transformative. Google Cloud’s industry-specific AI solutions meet scalable vertical needs,” said Shailesh Shukla, vice president and general manager for Networking at Google Cloud. “With the power of 5G, Google’s AI offering increases exponentially. We are excited to expand our work with NVIDIA to deliver AI and 5G computing at the edge with Anthos and NVIDIA’s accelerated edge technologies.”

https://nvidianews.nvidia.com/news?q=A100&year=&c=


NVIDIA: Q1 revenue ahead of expectations

NVIDIA announced that first quarter revenue for fiscal 2022 is tracking above its previously provided outlook, with outperformance in each of its market platforms.

“While our fiscal 2022 first quarter is not yet complete, Q1 total revenue is tracking above the $5.30 billion outlook provided during our fiscal year-end earnings call. We are experiencing broad-based strength, with all our market platforms driving upside to our initial outlook,” said Colette Kress, executive vice president and chief financial officer of NVIDIA.

“Within Data Center we have good visibility, and we expect another strong year. Industries are increasingly using AI to improve their products and services. We expect this will lead to increased consumption of our platform through cloud service providers, resulting in more purchases as we go through the year. Our EGX platform has strong momentum, and we expect this will drive increased revenue from enterprise and edge computing deployments in the second half of the year.

“Overall demand remains very strong and continues to exceed supply while our channel inventories remain quite lean. We expect demand to continue to exceed supply for much of this year. We believe we will have sufficient supply to support sequential growth beyond Q1,” she continued.


https://s22.q4cdn.com/364334381/files/doc_presentations/2021/04/v2/NVIDIA-Investor-Day-2021-FINAL.pdf

Tuesday, March 9, 2021

VMware teams with NVIDIA to deliver an AI-Ready Enterprise platform

VMware is collaborating with NVIDIA to deliver an AI-Ready Enterprise platform that combines the compute virtualization software of VMware vSphere and the innovation of NVIDIA AI Enterprise suite. Updates to the AI-Ready Enterprise platform include:

  • NVIDIA has exclusively certified the new VMware vSphere 7 Update 2 release for NVIDIA AI Enterprise suite, a cloud-native collection of optimized AI applications and frameworks, for an end-to-end AI solution;
  • vSphere 7 Update 2 introduces support for the NVIDIA A100 Tensor Core GPUs in NVIDIA-Certified SystemsTM. This, with NVIDIA AI Enterprise, enables customers to fold-in an end-to-end AI solution with confidence on their existing enterprise virtualization platform, instead of running AI projects in separate unmanageable IT silos; and,
  • Customers are also able to incorporate the latest generation of NVIDIA GPUs into their virtual environment and take advantage of features like Multi-Instance GPU (MIG) allowing GPU cycles to be shared across multiple users; vSphere vMotion to provide live migration for non-disruptive operations; and vSphere Distributed Resource Scheduler (DRS) for automatic initial workload placement to avoid performance bottlenecks.

“NVIDIA AI Enterprise is a software suite optimized, certified and supported on VMware vSphere that enables customers to rapidly deploy, manage and scale AI in production with confidence,” said Justin Boitano, vice president and general manager of Enterprise and Edge Computing, NVIDIA. “Through NVIDIA’s collaboration with VMware, IT professionals can now support business teams with the industry’s most trusted AI tools across their hybrid cloud infrastructure.”

  • In September 2020, VMware introduced vSphere with Tanzu to deliver Kubernetes.

https://www.vmware.com/company/news/releases/vmw-newsfeed.VMware-Evolves-Developer-and-AI-Ready-Infrastructure-to-Advance-Digital-Business.4ab5538a-c5f6-4ebd-92a2-1dd0beaf972c.html

Wednesday, November 18, 2020

NVIDIA intros Mellanox 400G InfiniBand - the 7th generation

NVIDIA introduced the seventh generation of Mellanox InfiniBand delivering ultra-low latency and double data throughput with NDR 400Gb/s, as well as new NVIDIA In-Network Computing engines to provide additional acceleration.

NVIDIA Mellanox 400G InfiniBand offers 3x the switch port density and boosts AI acceleration power by 32x. In addition, it surges switch system aggregated bi-directional throughput 5x, to 1.64 petabits per second, enabling users to run larger workloads with fewer constraints.



Edge switches, based on the Mellanox InfiniBand architecture, carry an aggregated bi-directional throughput of 51.2Tb/s, with a landmark capacity of more than 66.5 billion packets per second. The modular switches, based on Mellanox InfiniBand, will carry up to an aggregated bi-directional throughput of 1.64 petabits per second, 5x higher than the last generation.

NVIDIA said the world’s leading infrastructure manufacturers — including Atos, Dell Technologies, Fujitsu, GIGABYTE, Inspur, Lenovo and Supermicro — plan to integrate NVIDIA Mellanox 400G InfiniBand into their enterprise solutions and HPC offerings. These commitments are complemented by extensive support from leading storage infrastructure partners including DDN and IBM Storage, among others.

“The most important work of our customers is based on AI and increasingly complex applications that demand faster, smarter, more scalable networks,” said Gilad Shainer, senior vice president of networking at NVIDIA. “The NVIDIA Mellanox 400G InfiniBand’s massive throughput and smart acceleration engines let HPC, AI and hyperscale cloud infrastructures achieve unmatched performance with less cost and complexity.”

“Microsoft Azure’s partnership with NVIDIA Networking stems from our shared passion for helping scientists and researchers drive innovation and creativity through scalable HPC and AI. In HPC, Azure HBv2 VMs are the first to bring HDR InfiniBand to the cloud and achieve supercomputing scale and performance for MPI customer applications with demonstrated scaling to eclipse 80,000 cores for MPI HPC,” said Nidhi Chappell, head of product, Azure HPC and AI at Microsoft Corp. “In AI, to meet the high-ambition needs of AI innovation, the Azure NDv4 VMs also leverage HDR InfiniBand with 200Gb/s per GPU, a massive total of 1.6Tb/s of interconnect bandwidth per VM, and scale to thousands of GPUs under the same low-latency InfiniBand fabric to bring AI supercomputing to the masses. Microsoft applauds the continued innovation in NVIDIA’s Mellanox InfiniBand product line, and we look forward to continuing our strong partnership together.”


“High-performance interconnects are cornerstone technologies required for exascale and beyond. Los Alamos National Laboratory continues to be at the forefront of HPC networking technologies,” said Steve Poole, chief architect for next-generation platforms at Los Alamos National Laboratory. “The Lab will continue their relationship working with NVIDIA in evaluating and analyzing their latest 400Gb/s technology aimed at solving the diverse workload requirements at Los Alamos.”


“Amid the new age of exascale computing, researchers and scientists are pushing the limits of applying mathematical modeling to quantum chemistry, molecular dynamics and civil safety,” said Professor Thomas Lippert, head of the J├╝lich Supercomputing Centre. “We are committed to leveraging the next generation of Mellanox InfiniBand to further our track record of building Europe’s leading, next-generation supercomputers.”


https://nvidianews.nvidia.com/news/nvidia-announces-mellanox-infiniband-for-exascale-ai-supercomputing

NVIDIA posts record Q3 sales of $4.73, "firing on all cylinders"


NVIDIA reported record Q3 revenue of $4.73 billion, up 57 percent from $3.01 billion a year earlier, and up 22 percent from $3.87 billion in the previous quarter. GAAP earnings per diluted share for the quarter were $2.12, up 46 percent from $1.45 a year ago, and up 114 percent from $0.99 in the previous quarter. Non-GAAP earnings per diluted share were $2.91, up 63 percent from $1.78 a year earlier, and up 33 percent from $2.18 in the previous quarter.

“NVIDIA is firing on all cylinders, achieving record revenues in Gaming, Data Center and overall,” said Jensen Huang, founder and CEO of NVIDIA. “The new NVIDIA GeForce RTX GPU provides our largest-ever generational leap and demand is overwhelming. NVIDIA RTX has made ray tracing the new standard in gaming.

“We are continuing to raise the bar with NVIDIA AI. Our A100 compute platform is ramping fast, with the top cloud companies deploying it globally. We swept the industry AI inference benchmark, and our customers are moving some of the world’s most popular AI services into production, powered by NVIDIA technology.

“We announced the NVIDIA DPU programmable data center processor, and the planned acquisition of Arm, creator of the world’s most popular CPU. We are positioning NVIDIA for the age of AI, when computing will extend from the cloud to trillions of devices.”

Highlights:

  • Data Center - Third-quarter revenue was a record $1.90 billion, up 8 percent from the previous quarter and up 162 percent from a year earlier.
  • Gaming - Third-quarter revenue was a record $2.27 billion, up 37 percent from the previous quarter and up 37 percent from a year earlier.
  • Unveiled the GeForce RTX® 30 Series GPUs, powered by the NVIDIA Ampere architecture and the second generation of RTX, with up to 2x the performance of the previous Turing-based generation.
  • Professional Visualization - Third-quarter revenue was $236 million, up 16 percent from the previous quarter and down 27 percent from a year earlier.
  • Automotive - Third-quarter revenue was $125 million, up 13 percent from the previous quarter and down 23 percent from a year earlier.



Monday, October 5, 2020

NVIDIA unveils DPUs and Data-Center-Infrastructure-on-a-Chip SDK

 NVIDIA has begun sampling its second-generation family of BlueField data processing unit (DPUs) for accelerating data center infrastructure.

The new BlueField-2 DPU is designed to offload critical networking, storage and security tasks from server CPUs. The company says a single chip can deliver the same data center services that could consume up to 125 CPU cores. This frees up valuable CPU cores to run a wide range of other enterprise applications.

NVIDIA’s current DPU lineup includes two PCIe products:

  • The NVIDIA BlueField-2 DPU, which features all of the capabilities of the NVIDIA Mellanox ConnectX-6 Dx SmartNIC combined with Arm cores. Fully programmable, it delivers data transfer rates of 200 Gbps and accelerates key data center security, networking and storage tasks, including isolation, root trust, key management, RDMA/RoCE, GPUDirect, elastic block storage, data compression and more.
  • The NVIDIA BlueField-2X DPU, which includes all the key features of a BlueField-2 DPU enhanced with an NVIDIA Ampere GPU’s AI capabilities that can be applied to data center security, networking and storage tasks. Drawing from NVIDIA’s third-generation Tensor Cores, it is able to use AI for real-time security analytics, including identifying abnormal traffic, which could indicate theft of confidential data, encrypted traffic analytics at line rate, host introspection to identify malicious activity, and dynamic security orchestration and automated response.

BlueField-2 DPUs are sampling now and expected to be featured in new systems from leading server manufacturers in 2021. BlueField-2X DPUs are under development and are also expected to become available in 2021.

NVIDIA says its BlueField DPUs are being adopted by leading server manufacturers worldwide, including ASUS, Atos, Dell Technologies, Fujitsu, GIGABYTE, H3C, Inspur, Lenovo, Quanta/QCT and Supermicro.

NVIDIA is developing a novel data-center-infrastructure-on-a-chip (DOCA) architecture and programming that is intended to be analogous to its CUDA environment for GPUs. A new NVIDIA DOCA software development kit enables developers to rapidly create applications and services on top of NVIDIA BlueField DPUs. he DOCA SDK provides industry-standard open APIs and frameworks, including Data Plane Development Kit (DPDK) and P4 for networking and security and the Storage Performance Development Kit (SPDK) for storage. 

  • NVIDIA is also participating in VMware's recently announced Project Monterey to integrate SmartNICs with VMware Cloud Foundation.
  • Red Hat plans to offer support for BlueField-2 DPUs with Red Hat Enterprise Linux and Red Hat OpenShift, components of Red Hat’s open hybrid cloud portfolio, which is used by 95 percent of the Fortune 500.
  • Canonical announced support of BlueField-2 DPUs and DOCA in its Ubuntu Linux platform, the most popular operating system among public clouds.
  • Check Point Software Technologies, a leading cybersecurity provider, is integrating BlueField-2 DPUs into its technologies, which more than 100,000 organizations worldwide use to protect themselves from cyberattacks.




http://www.nvidia.com


NVIDIA envisions EDGE AI with servers under Fleet Command service

NVIDIA announced growing momentum for its EGX edge AI platform, bringing a new wave of secure, GPU-accelerated software, services and servers to enterprise and edge data centers. The company cites traction from  AI, 5G, CloudRAN, security and networking companies who are teaming with major server manufacturers, including Dell Technologies, Inspur, Lenovo and Supermicro, as well as leading software infrastructure providers, including Canonical, Cloudera, Red Hat, SUSE and VMware, to leverage the NVIDIA EGX platform in edge applications.

NVIDIA also announced that the EGX platform is expanding to combine the NVIDIA Ampere architecture GPU and BlueField-2 DPU capabilities on a single PCIe card, giving enterprises a common platform to build secure, accelerated data centers. BlueField-2 DPUs include powerful Arm CPU cores that can be used to create a trusted enclave for AI inference models running on the GPU.

“Companies around the world will come to use AI to improve virtually every aspect of their business,” said Jensen Huang, founder and CEO of NVIDIA, who unveiled the news in his keynote at the GPU Technology Conference. “To support this massive shift, NVIDIA has created an accelerated computing platform that helps companies modernize their data centers and deploy AI anywhere.”

Servers in many locations

Rather than having 10,000 servers in one location, future enterprise data centers will have one or more servers across 10,000 different locations, including inside office buildings, factories, warehouses, cell towers, schools, stores and banks.

To simplify and secure the deployment and management of AI applications and models on these servers at scale, NVIDIA will offer a new service called NVIDIA Fleet Command with a unified control plane to centralize the management of servers spread across vast areas, including factories, hospitals, retail stores and even city streets. Fleet Command promises one-touch provisioning, over-the-air software updates, remote management and detailed monitoring dashboards for AI applications.


Tuesday, September 29, 2020

VMware and NVIDIA partnership spans enterprise and data center solutions

VMware and NVIDIA entered into a broad partnership to deliver both an end-to-end enterprise platform for AI and a new architecture for data center, cloud and edge that uses NVIDIA DPUs (data processing units) to support existing and next-generation applications.

Highlights:

  • AI software available on the NVIDIA NGCTM hub will be integrated into VMware vSphere, VMware Cloud Foundation and VMware Tanzu. This will help accelerate AI adoption, enabling enterprises to extend existing infrastructure for AI, manage all applications with a single set of operations, and deploy AI-ready infrastructure where the data resides, across the data center, cloud and edge.
  • the companies will partner to deliver an architecture for the hybrid cloud based on SmartNIC technology, including NVIDIA’s programmable NVIDIA BlueField-2. The combination of VMware Cloud Foundation and NVIDIA BlueField-2 will offer next-generation infrastructure that is purpose-built for the demands of AI, machine learning, high-throughput and data-centric apps. It will also deliver expanded application acceleration beyond AI to all enterprise workloads and provide an extra layer of security through a new architecture that offloads critical data center services from the CPU to SmartNICs and programmable DPUs.

“We are partnering with NVIDIA to bring AI to every enterprise; a true democratization of one of the most powerful technologies,” said Pat Gelsinger, CEO of VMware. “We’re also collaborating to define a new architecture for the hybrid cloud—one purpose built to support the needs and demands of the next generation of applications. Together, we’re positioned to help every enterprise accelerate their use of breakthrough applications to drive their business.”

“AI and machine learning have quickly expanded from research labs to data centers in companies across virtually every industry and geography,” said Jensen Huang, founder and CEO of NVIDIA. “NVIDIA and VMware will help customers transform every enterprise data center into an accelerated AI supercomputer. NVIDIA DPUs will give companies the ability to build secure, programmable, software-defined data centers that can accelerate all enterprise applications at exceptional value.”


Innovative Ways to Accelerate Public and Private Cloud Infrastructure

Customers deploying cloud infrastructure run into performance issues in four key areas: virtualization, SDN, storage, and security. In this video, Ash Bhalgat, Senior Director of Cloud & Telco Market Development at NVIDIA’s Networking Business Unit, explains how to achieve maximum cloud infrastructure efficiency without sacrificing performance by using NVIDIA’s Mellanox Networking products and open-source software tools.

https://youtu.be/bUf0QFJglWU




Tuesday, September 15, 2020

Co-founder of ARM urges UK to block sale to NVIDIA

 Hermann Hauser, co-founder of Arm, published an open letter to the Prime Minister of the United Kingdom urging that the sale of Arm to Nvidia be blocked.

Hauser presents three arguments:

  • the impact on jobs in Cambridge, Manchester, Belfast, Glasgow, Sheffield and Warwick once the company's headquarters are moved out of the UK;
  • the inevitable destruction of Arm's open licensing business model 
  • national economic sovereignty.

As an alternative to the sale, Hauser urges a public listing on the London Stock Exchange, with the UK government investing £1-2bn and getting a Golden Share to ensure the public interest.

https://savearm.co.uk/

Sunday, September 13, 2020

NVIDIA to acquire ARM for $40 billion

 In a deal that will redefine the semiconductor market, NVIDIA agreed to acquire Arm Limited from Softbank for $40 billion. Under the deal, NVIDIA will pay to SoftBank a total of $21.5 billion in NVIDIA common stock and $12 billion in cash. NVIDIA will also issue $1.5 billion in equity to Arm employees. The deal does not include Arm’s IoT Services Group.

NVIDIA vowed to retain Arm's open-licensing model while maintaining the global customer neutrality that has been foundational to its success. NVIDIA also committed to retaining Arm's headquarters in Cambridge, UK.

SoftBank will retain a minority stake in NVIDIA, which is expected to be under 10%.

“AI is the most powerful technology force of our time and has launched a new wave of computing,” said Jensen Huang, founder and CEO of NVIDIA. “In the years ahead, trillions of computers running AI will create a new internet-of-things that is thousands of times larger than today’s internet-of-people. Our combination will create a company fabulously positioned for the age of AI.

“Simon Segars and his team at Arm have built an extraordinary company that is contributing to nearly every technology market in the world. Uniting NVIDIA’s AI computing capabilities with the vast ecosystem of Arm’s CPU, we can advance computing from the cloud, smartphones, PCs, self-driving cars and robotics, to edge IoT, and expand AI computing to every corner of the globe.

“This combination has tremendous benefits for both companies, our customers, and the industry. For Arm’s ecosystem, the combination will turbocharge Arm’s R&D capacity and expand its IP portfolio with NVIDIA’s world-leading GPU and AI technology.

https://nvidianews.nvidia.com/news/nvidia-to-acquire-arm-for-40-billion-creating-worlds-premier-computing-company-for-the-age-of-ai

NVIDIA acquires Mellanox - focus on Next Gen Data Centers

NVIDIA completed its $7 billion acquisition of Mellanox Technologies. The deal was originally announced on March 11, 2019.

NVIDIA says that by combining its computing expertise with Mellanox’s high-performance networking technology, data center customers will achieve higher performance, greater utilization of computing resources and lower operating costs.

“The emergence of AI and data science, as well as billions of simultaneous computer users, is fueling skyrocketing demand on the world’s datacenters,” said Jensen Huang, founder and CEO of NVIDIA. “Addressing this demand will require holistic architectures that connect vast numbers of fast computing nodes over intelligent networking fabrics to form a giant datacenter-scale compute engine.

“We share the same vision for accelerated computing as NVIDIA,” said Eyal Waldman, founder and CEO of Mellanox. “Combining our two companies comes as a natural extension of our longstanding partnership and is a great fit given our common performance-driven cultures. This combination will foster the creation of powerful technology and fantastic opportunities for our people.”

NVIDIA also promised to continue investing in Israel, where Mellanox is based.

NVIDIA acquires Cumulus, promising full-stack data center innovation

NVIDIA has acquired Cumulus Networks. Financial terms were not disclosed.

Cumulus, which was founded in 2010 by JR Rivers and Nolan Leake, developed a Linux-based operating system for network switches. The company signed licensing deals with Dell, HPE, Mellanox, and Lenovo. Cumulus is also known for its pioneering work with the open network install environment (ONIE) project.  Investors in the company included Andreessen Horowitz, Battery Ventures, Sequoia Capital, Peter Wagner and 4 of the 5 original VMware founders. Cumulus is based in Mountain View, California.

NVIDIA said the combination of its recently-acquired Mellanox division with Cumulus Networks will enable a new era for accelerated, software-defined data centers.

NVIDIA's target is to "innovate and optimize across the entire networking stack from chips and systems to software including analytics like Cumulus NetQ, delivering great performance and value to customers."

Mellanox has been collaborating with Cumulus since 2013. Mellanox Spectrum switches already ship with Cumulus Linux and SONiC, the open source offering forged in Microsoft’s Azure cloud and managed by the Open Compute Project.

SoftBank Confirms Acquisition of ARM

SoftBank Group Corp. agreed to acquire ARM Holdings Plc in an all-cash deal valued at £24.3 billion. (US$32.4 billion), or 1,700 pence per ARM share, and representing a premium of 43% over the closing price on preceding trading day. The deal would be Softbank's largest to date.


SoftBank, which is based in Tokyo and is headed by Masayoshi Son, said it intends to preserve the ARM organization and business model, including ARM's senior management team and its headquarters in Cambridge, England. The companies said they intend to double employee headcount in the UK over the next five years.

ARM is the leading developer of RISC processor designs that are widely licensed for use in smartphones, tablets, laptops, desktops, embedded systems, and, increasing, servers. The company posted 2015 revenue of £968.3 million. A total of 14.8 billion ARM-powered SoCs shipped in 2015, up from just over 12 billion in 2014.

SoftBank will fund the acquisition with cash on hand and a load from Mizuho Bank of Japan.


“We have long admired ARM as a world renowned and highly respected technology company that is by some distance the market-leader in its field. ARM will be an excellent strategic fit within the SoftBank group as we invest to capture the very significant opportunities provided by the “Internet of Things,” stated  Masayoshi Son, Chairman and CEO of SoftBank.

Regarding strategic rationale, both companies said they see big opportunities ahead with IoT.




Thursday, July 9, 2020

Google Cloud activates NVIDIA Ampere GPUs

Google Cloud is now offering Accelerator-Optimized VM (A2) instance featuring the recently launched NVIDIA A100 Tensor Core GPU. Google is the first cloud service provider to offer the new NVIDIA GPU.

For large, demanding workloads, Google Compute Engine offers customers the a2-megagpu-16g instance, which comes with 16 A100 GPUs, offering a total of 640GB of GPU memory and 1.3TB of system memory — all connected through NVSwitch with up to 9.6TB/s of aggregate bandwidth.

For those with smaller workloads, Google Compute Engine is also offering A2 VMs in smaller configurations to match specific applications’ needs.

Google Cloud announced that additional NVIDIA A100 support is coming soon to Google Kubernetes Engine, Cloud AI Platform and other Google Cloud services.

https://blogs.nvidia.com/blog/2020/07/07/nvidia-ampere-gpus-google-cloud/

Thursday, May 21, 2020

NVIDIA's data center business tops $1 billion in quarterly sales, up 80% YoY

NVIDIA reported revenue of $3.08 billion for its first fiscal quarter ended April 26, 2020, up 39 percent from $2.22 billion a year earlier, and down 1 percent from $3.11 billion in the previous quarter.

GAAP earnings per diluted share for the quarter were $1.47, up 130 percent from $0.64 a year ago, and down 4 percent from $1.53 in the previous quarter. Non-GAAP earnings per diluted share were $1.80, up 105 percent from $0.88 a year earlier, and down 5 percent from $1.89 in the previous quarter.

NVIDIA completed its acquisition of Mellanox Technologies  April 27, 2020, for a transaction value of $7 billion. It also transitioned its GPU Technology Conference to an all-digital format, drawing more than 55,000 registered participants, while NVIDIA founder and CEO Jensen Huang’s keynote videos were viewed 3.8 million times in their first three days.



“As the world battles COVID-19, we salute the first responders, healthcare workers, and service workers who courageously step in harm’s way to save lives and keep the world going,” said Jensen Huang, NVIDIA's CEO. NVIDIA had an excellent quarter. The acquisition of Mellanox expands our cloud and data center opportunity. We raised the bar for AI computing with the launch and shipment of our Ampere GPU. And our digital GTC conference attracted a record number of developers, highlighting the accelerating adoption of NVIDIA GPU computing.

“Our Data Center business achieved a record and its first $1 billion quarter. NVIDIA is well positioned to advance the most powerful technology forces of our time – cloud computing and AI,” he said.

Some highlights:

  • Gaming - First-quarter revenue was $1.34 billion, down 10 percent sequentially and up 27 percent from a year earlier.
  • Data Center - First-quarter revenue was $1.14 billion, up 18 percent sequentially and up 80 percent from a year earlier.
  • Professional Visualization - First-quarter revenue was $307 million, down 7 percent sequentially and up 15 percent from a year earlier.
  • Automotive - First-quarter revenue was $155 million, down 5 percent sequentially and down 7 percent from a year earlier.


Thursday, May 14, 2020

NVIDIA unveils 8th-gen Ampere GPU architecture

NVIDIA unveiled its Ampere architecture, described as the "greatest generational performance leap of NVIDIA’s eight generations of GPUs."

In a keynote recorded at hi home kitchen, NVIDIA's CEO Jensen Huang said the Ampere architecture will boost performance by up to 20x over its predecessors. More specifically, 6x higher performance than NVIDIA’s previous generation Volta architecture for training and 7x higher performance for inference.

Key features of A100:

  • More than 54 billion transistors, making it the world’s largest 7-nanometer processor.
  • Third-generation Tensor Cores with TF32, a new math format that accelerates single-precision AI training out of the box. NVIDIA’s widely used Tensor Cores are now more flexible, faster and easier to use, Huang explained.
  • Structural sparsity acceleration, a new efficiency technique harnessing the inherently sparse nature of AI math for higher performance.
  • Multi-instance GPU, or MIG, allowing a single A100 to be partitioned into as many as seven independent GPUs, each with its own resources.
  • Third-generation NVLink technology, doubling high-speed connectivity between GPUs, allowing A100 servers to act as one giant GPU.

The NVIDIA DGX A100 will power the third generation of the NVIDIA DGX AI server, boasting 5-petaflops of performance.

Tuesday, May 5, 2020

Digital Realty hosts AI clusters powered by NVIDIA GPUs

Digital Realty announced a new solution to deliver AI-ready IT infrastructure powered by NVIDIA DGX systems. The solution enables the rapid deployment of artificial intelligence and machine learning workloads, and provides the components customers need to solve global coverage, capacity and network needs.

Powered by PlatformDIGITAL and NVIDIA DGX, the Data Hub solution accommodates typical enterprise deployments of AI infrastructure to address the placement, connectivity and hosting of critical data infrastructure in proximity to users, networks, clouds and things. It localizes data aggregation, staging, analytics, streaming and data management to optimize data exchange, empowering businesses to distribute intelligence across the enterprise to accelerate digital transformation initiatives.

NVIDIA DGX-1 delivers over 1 petaFLOPS of performance; NVIDIA DGX-2 delivers over 2 petaFLOPS.

https://www.digitalrealty.com/nvidia-digital-realty-partnership

Monday, May 4, 2020

NVIDIA acquires Cumulus, promising full-stack data center innovation

NVIDIA has acquired Cumulus Networks. Financial terms were not disclosed.

Cumulus, which was founded in 2010 by JR Rivers and Nolan Leake, developed a Linux-based operating system for network switches. The company signed licensing deals with Dell, HPE, Mellanox, and Lenovo. Cumulus is also known for its pioneering work with the open network install environment (ONIE) project.  Investors in the company included Andreessen Horowitz, Battery Ventures, Sequoia Capital, Peter Wagner and 4 of the 5 original VMware founders. Cumulus is based in Mountain View, California.

NVIDIA said the combination of its recently-acquired Mellanox division with Cumulus Networks will enable a new era for accelerated, software-defined data centers.

NVIDIA's target is to "innovate and optimize across the entire networking stack from chips and systems to software including analytics like Cumulus NetQ, delivering great performance and value to customers."

Mellanox has been collaborating with Cumulus since 2013. Mellanox Spectrum switches already ship with Cumulus Linux and SONiC, the open source offering forged in Microsoft’s Azure cloud and managed by the Open Compute Project.

NVIDIA acquires Mellanox - focus on Next Gen Data Centers

NVIDIA completed its $7 billion acquisition of Mellanox Technologies. The deal was originally announced on March 11, 2019.

NVIDIA says that by combining its computing expertise with Mellanox’s high-performance networking technology, data center customers will achieve higher performance, greater utilization of computing resources and lower operating costs.

“The emergence of AI and data science, as well as billions of simultaneous computer users, is fueling skyrocketing demand on the world’s datacenters,” said Jensen Huang, founder and CEO of NVIDIA. “Addressing this demand will require holistic architectures that connect vast numbers of fast computing nodes over intelligent networking fabrics to form a giant datacenter-scale compute engine.

“We share the same vision for accelerated computing as NVIDIA,” said Eyal Waldman, founder and CEO of Mellanox. “Combining our two companies comes as a natural extension of our longstanding partnership and is a great fit given our common performance-driven cultures. This combination will foster the creation of powerful technology and fantastic opportunities for our people.”

NVIDIA also promised to continue investing in Israel, where Mellanox is based.

The companies expect to close the deal by the end of 2019.




Monday, April 27, 2020

NVIDIA acquires Mellanox - focus on Next Gen Data Centers

NVIDIA completed its $7 billion acquisition of Mellanox Technologies. The deal was originally announced on March 11, 2019.

NVIDIA says that by combining its computing expertise with Mellanox’s high-performance networking technology, data center customers will achieve higher performance, greater utilization of computing resources and lower operating costs.

“The expanding use of AI and data science is reshaping computing and data center architectures,” said Jensen Huang, founder and CEO of NVIDIA. “With Mellanox, the new NVIDIA has end-to-end technologies from AI computing to networking, full-stack offerings from processors to software, and significant scale to advance next-generation data centers. Our combined expertise, supported by a rich ecosystem of partners, will meet the challenge of surging global demand for consumer internet services, and the application of AI and accelerated data science from cloud to edge to robotics.”

Eyal Waldman, founder and CEO of Mellanox, said: “This is a powerful, complementary combination of cultures, technology and ambitions. Our people are enormously enthusiastic about the many opportunities ahead. As Mellanox steps into the next exciting phase of its journey, we will continue to offer cutting-edge solutions and innovative products to our customers and partners. We look forward to bringing NVIDIA products and solutions into our markets, and to bringing Mellanox products and solutions into NVIDIA’s markets. Together, our technologies will provide leading solutions into compute and storage platforms wherever they are required.”

The acquisition is expected to be immediately accretive to NVIDIA’s non-GAAP gross margin, non-GAAP EPS and free cash flow, inclusive of incremental interest expense related to NVIDIA’s recent issuance of $5 billion of notes.

With Mellanox, NVIDIA targets full compute/network/storage stack

NVIDIA agreed to acquire Mellanox in a deal valued at approximately $6.9 billion.

The merger targets data centers in general and the high-performance computing (HPC) market in particular. Together, NVIDIA’s computing platform and Mellanox’s interconnects power over 250 of the world’s TOP500 supercomputers and have as customers every major cloud service provider and computer maker. Mellanox pioneered the InfiniBand interconnect technology, which along with its high-speed Ethernet products is now used in over half of the world’s fastest supercomputers and in many leading hyperscale datacenters.

NVIDIA said the acquired assets enables it to data center-scale workloads across the entire computing, networking and storage stack to achieve higher performance, greater utilization and lower operating cost for customers.

“The emergence of AI and data science, as well as billions of simultaneous computer users, is fueling skyrocketing demand on the world’s datacenters,” said Jensen Huang, founder and CEO of NVIDIA. “Addressing this demand will require holistic architectures that connect vast numbers of fast computing nodes over intelligent networking fabrics to form a giant datacenter-scale compute engine.

“We share the same vision for accelerated computing as NVIDIA,” said Eyal Waldman, founder and CEO of Mellanox. “Combining our two companies comes as a natural extension of our longstanding partnership and is a great fit given our common performance-driven cultures. This combination will foster the creation of powerful technology and fantastic opportunities for our people.”

NVIDIA also promised to continue investing in Israel, where Mellanox is based.

The companies expect to close the deal by the end of 2019.



NVIDIA cites increasing GPUdemand from data centers and gaming

NVIDIA reported quarterly revenue of $3.11 billion, up 41 percent from $2.21 billion a year earlier, and up 3 percent from $3.01 billion in the previous quarter.

GAAP earnings per diluted share for the quarter were $1.53, up 66 percent from $0.92 a year ago, and up 6 percent from $1.45 in the previous quarter. Non-GAAP earnings per diluted share were $1.89, up 136 percent from $0.80 a year earlier, and up 6 percent from $1.78 in the previous quarter.

For fiscal 2020, revenue was $10.92 billion, down 7 percent from $11.72 billion a year earlier. GAAP earnings per diluted share were $4.52, down 32 percent from $6.63 a year earlier. Non-GAAP earnings per diluted share were $5.79, down 13 percent from $6.64 a year earlier.

“Adoption of NVIDIA accelerated computing drove excellent results, with record data center revenue,” said Jensen Huang, founder and CEO of NVIDIA. “Our initiatives are achieving great success.

“NVIDIA RTX ray tracing is reinventing computer graphics, driving powerful adoption across gaming, VR and design markets, while opening new opportunities in rendering and cloud gaming. NVIDIA AI is enabling breakthroughs in language understanding, conversational AI and recommendation engines ― the core algorithms that power the internet today. And new NVIDIA computing applications in 5G, genomics, robotics and autonomous vehicles enable us to continue important work that has great impact."


Mellanox hits revenue of $429 million, up 40% yoy

Mellanox Technologies reported Q1 2020 revenue of $428.7 million, an increase of 40.5%, compared to $305.2 million in the first quarter of 2019.
GAAP gross margins were 66.8%, compared to 64.6% in the first quarter of 2019.

“Mellanox delivered record revenue and operating income in the first quarter of 2020. All our major product lines continued to grow. We are pleased to be shipping end-to-end solutions at speeds of 200 gigabits per second (Gbps) for both InfiniBand and Ethernet. In addition, we are shipping 400 Gbps Ethernet switches,” said Eyal Waldman, President and CEO of Mellanox Technologies.

“Sales of Ethernet adapter products increased 112% year-over-year. We expect our new ConnectX-6 Dx adapters and Bluefield-2 I/O Processing Units (IPUs), the latest additions to our industry-leading family of Smart NICs, to bring unprecedented security and co-processing capabilities to enterprise and cloud data centers. These capabilities will be further strengthened by our recent acquisition of Titan IC, the leading developer of network intelligence and security technology to accelerate search and big data analytics across a broad range of applications in data centers worldwide. The product line revenue of our Spectrum ASIC based Ethernet switch business grew 66% year-over-year. We recently began shipping Spectrum-3 based switches, the world’s first 12.8 Tbps networking platforms optimized for cloud, storage, and artificial intelligence,” continued Waldman.

“We are experiencing very strong adoption of InfiniBand for hyperscale artificial intelligence and cloud environments, resulting in tens of thousands of compute nodes connected with InfiniBand, which demonstrates the superior performance and scalability of InfiniBand. We saw 27% year-over-year growth in InfiniBand, led by strong demand for our HDR 200 gigabit solutions. HDR InfiniBand has been selected to interconnect national Exascale programs, large scale artificial intelligence and cloud platforms, and enterprise compute and storage infrastructures. We are proud that our InfiniBand technology is being utilized by many of the supercomputers in the Covid-19 High-Performance Computing Consortium, which is helping to aggregate computing capabilities for researchers to execute complex computations to help fight the novel Corona virus,” continued Waldman. “We are excited to participate in such important global initiatives through the adoption of our industry-leading adapters, switches, cables, and software, while also delivering strong financial performance for the first quarter of 2020.”

Thursday, February 13, 2020

NVIDIA cites increasing GPUdemand from data centers and gaming

NVIDIA reported quarterly revenue of $3.11 billion, up 41 percent from $2.21 billion a year earlier, and up 3 percent from $3.01 billion in the previous quarter.

GAAP earnings per diluted share for the quarter were $1.53, up 66 percent from $0.92 a year ago, and up 6 percent from $1.45 in the previous quarter. Non-GAAP earnings per diluted share were $1.89, up 136 percent from $0.80 a year earlier, and up 6 percent from $1.78 in the previous quarter.

For fiscal 2020, revenue was $10.92 billion, down 7 percent from $11.72 billion a year earlier. GAAP earnings per diluted share were $4.52, down 32 percent from $6.63 a year earlier. Non-GAAP earnings per diluted share were $5.79, down 13 percent from $6.64 a year earlier.

“Adoption of NVIDIA accelerated computing drove excellent results, with record data center revenue,” said Jensen Huang, founder and CEO of NVIDIA. “Our initiatives are achieving great success.

“NVIDIA RTX ray tracing is reinventing computer graphics, driving powerful adoption across gaming, VR and design markets, while opening new opportunities in rendering and cloud gaming. NVIDIA AI is enabling breakthroughs in language understanding, conversational AI and recommendation engines ― the core algorithms that power the internet today. And new NVIDIA computing applications in 5G, genomics, robotics and autonomous vehicles enable us to continue important work that has great impact."


Monday, October 21, 2019

NVIDIA unveils EGX Edge Supercomputing platform

NVIDIA introduced a high-performance, cloud-native edge platform.

The NVIDIA EGX Edge Supercomputing Platform combines NVIDIA CUDA-X software with NVIDIA-certified GPU servers and devices.

The EGX platform features software to support a wide range of applications, including NVIDIA Metropolis, which can be used to build smart cities and intelligent video analytics applications, as well as the just-announced NVIDIA Aerial software, which allows telcos to build completely virtualized 5G radio access networks that are highly programmable, scalable and energy efficient.

Early ecosystem partners include Microsoft, Ericsson and Red Hat. The EGX software stack architecture is supported by leading hybrid-cloud partners Canonical, Cisco, Nutanix, Red Hat and VMware.

Early adopters include Walmart, BMW, Procter & Gamble, Samsung Electronics and NTT East, as well as the cities of San Francisco and Las Vegas.

“We’ve entered a new era, where billions of always-on IoT sensors will be connected by 5G and processed by AI,” said Jensen Huang, NVIDIA founder and CEO, at a keynote at the start of MWC Los Angeles. “Its foundation requires a new class of highly secure, networked computers operated with ease from far away.

“At Walmart, we’re using AI to define the future of retail and re-think how technology can further enhance how we operate our stores,” said Mike Hanrahan, CEO of Walmart Intelligent Retail Lab. “With NVIDIA’s EGX edge computing platform, Walmart’s Intelligent Retail Lab is able to bring real-time AI compute to our store, automate processes and free up our associates to create a better and more convenient shopping experience for our customers.”