Latest news with #DGXCloud
New Straits Times
23-05-2025
- Automotive
- New Straits Times
YTL Power drives Malaysia's AI breakthrough
KUALA LUMPUR: YTL Power International Bhd is on track to launch Malaysia's first AI supercomputer by the third quarter of 2025, marking a major milestone in the country's digital transformation journey. Hosted at the 500-megawatt YTL Green Data Centre Campus in Johor, the system will be powered by the cutting-edge Nvidia GB200 Grace Blackwell Superchip, deployed via NVIDIA DGX Cloud. The rollout positions YTL Power as one of the first cloud service providers in Asia Pacific to offer the revolutionary Nvidia Blackwell Ultra platform. YTL Power managing director Datuk Seri Yeoh Seok Hong revealed that the DGX Cloud will be launched in tandem with ILMU 1.0, Malaysia's first locally developed large language model (LLM). "This AI cloud infrastructure will provide the foundation for the country's sovereign AI and will power our very own Malaysian-owned LLM, ILMU 1.0," he told Business Times. It will catalyse the development of local AI capabilities, paving the way for next-generation innovations built by Malaysians for Malaysians. Yeoh added that as the first in the region to deploy the Blackwell Ultra platform, YTL Power is proud to position Malaysia at the forefront of AI innovation in Asia Pacific. Alexis Bjorlin, vice president and general manager of DGX Cloud at Nvidia, confirmed to The Edge on Wednesday that the rollout is progressing smoothly and remains on schedule. She cited Malaysia's stable power infrastructure and strong manufacturing ecosystem as key reasons for choosing the country as a regional hub. Bjorlin also affirmed that YTL is Nvidia's inaugural partner in the region, a strategic collaboration she said would deliver significant mutual benefits and further expand the reach of advanced AI capabilities across Asia. The Blackwell Ultra platform is Nvidia's most advanced GPU architecture to date, with global shipments set to begin in the second half of 2025. However, YTL Power's early adoption guarantees that Malaysia will have access to this next-generation infrastructure before the rest of the world. In a statement issued in mid-March, Yeoh reiterated the group's commitment to delivering powerful, enterprise-grade AI cloud computing to the region. With YTL Cloud, its subsidiary and designated Nvidia cloud partner (NCP), the group is now among the first in Asia Pacific to offer commercial access to Blackwell-powered infrastructure. Hong said the collaboration with Nvidia enables Asia to access the most advanced AI platforms and solutions, ensuring the region remains competitive and aligned with global technological progress as the world moves rapidly into an AI-driven future.
Globe and Mail
11-04-2025
- Business
- Globe and Mail
Nvidia Corporation: KeyBanc Capital Markets Reiterates 'Bullish' Outlook
Nvidia (NVDA) On April 9, 2025, KeyBanc Capital Markets issued a research report and reaffirmed its 'Buy' rating on Nvidia Corp (NVDA) and maintained its 12-month price target of USD 190 per share, reflecting the firm's continued confidence in Nvidia's AI leadership, strong earnings momentum, and dominant position in high-performance computing. Why the Bullish Call from KeyBanc? 1. AI Demand Continues to Outpace SupplyKeyBanc sees continued global demand for Nvidia's AI GPUs, particularly the H100 and upcoming B100 chips, as hyperscalers like Microsoft, Amazon, Meta, and Google expand their AI infrastructure. The firm expects this trend to drive revenue and margin expansion into late 2025 and beyond. 2. Strong Data Center GrowthNvidia's data center segment is now its largest revenue driver, and KeyBanc believes it has longer-term durability. The bank expects consistent spending from cloud providers, sovereign AI initiatives, and enterprise adoption of generative AI models to support double-digit growth. 3. Expanding Ecosystem & Software MonetizationThe firm also highlighted Nvidia's growing software ecosystem — including CUDA, TensorRT, and DGX Cloud — as underappreciated drivers of future earnings. These platforms position Nvidia not just as a chipmaker, but as a core AI infrastructure provider. Valuation Perspective Rapid earnings growth Strong free cash flow generation High visibility into AI hardware demand The 12 month target forecast of $190 per share reflects a premium multiple on Nvidia's expected FY2026 earnings, supported by bullish expectations for sequential revenue growth and operating leverage. Outlook KeyBanc's reaffirmation of Nvidia as a top AI play suggests continued institutional confidence in the stock's long-term trajectory. For investors looking for exposure to AI, cloud infrastructure, and advanced computing, Nvidia remains a key holding — and the updated $190 target signals that analysts still plenty of upside for the stock.
Yahoo
27-03-2025
- Business
- Yahoo
GPU as a Service Market worth $26.62 billion by 2030 - Exclusive Report by MarketsandMarkets™
DELRAY BEACH, Fla., March 27, 2025 /PRNewswire/ -- The GPU as a Service market is expected to grow from USD 8.21 billion in 2025 and is estimated to reach USD 26.62 billion by 2030; it is expected to grow at a Compound Annual Growth Rate (CAGR) of 26.5% from 2025 to 2030 according to a new report by MarketsandMarkets™. The surge in AI and machine learning applications is a primary driver for the GPU as a Service (GPUaaS) market. Industries such as healthcare, finance, and automotive require high-performance computing for tasks like data analysis, image recognition, and autonomous driving. For example, NVIDIA's GPUs are widely used in AI research and development, enabling companies to access powerful computational resources without significant upfront investments. This demand for scalable and efficient AI solutions fuels the growth of GPUaaS, allowing businesses to leverage advanced technologies without the need for extensive infrastructure. Download PDF Brochure: Browse in-depth TOC on "GPU as a Service Market" 50 – Tables80 – Figures270 – Pages GPU as a Service Market Report Scope: Report Coverage Details Market Revenue in 2025 $ 8.21 billion Estimated Value by 2030 $ 26.62 billion Growth Rate Poised to grow at a CAGR of 26.5% Market Size Available for 2020–2030 Forecast Period 2025–2030 Forecast Units Value (USD Million/Billion) Report Coverage Revenue Forecast, Competitive Landscape, Growth Factors, and Trends Segments Covered By Service model, GPU type, Business model, Deployment, Enterprise type, Application, and Region Geographies Covered North America, Europe, Asia Pacific, and Rest of World Key Market Challenge Managing high power consumption and cooling needs in cloud GPUs Key Market Opportunities Rising investments in AI infrastructure by cloud service providers Key Market Drivers Growing adoption of GPUaaS in Gaming and Virtualization By deployment, hybrid cloud segment is projected to grow at a high CAGR during the forecast period. Hybrid cloud deployment in the GPU as a Service (GPUaaS) market will grow at a high CAGR in the forecast period because of its ability to balance data security, cost-effectiveness and flexibility. Hybrid cloud models are being adopted increasingly by businesses to take advantage of both on-premises infrastructure and public cloud resources. This solution is especially helpful for AI inference and training workloads that demand scalable GPU capabilities without compromising data privacy. Financial institutions and healthcare organizations, for example, leverage hybrid cloud deployments to process sensitive data locally while utilizing cloud GPUs for training AI models. Companies such as NVIDIA offers DGX Cloud and AI Enterprise, enabling seamless deployment of AI across hybrid environments. Additionally, major cloud providers like AWS Outposts and Azure Arc enable businesses to run GPU-intensive application lon-premises while maintaining connectivity to the cloud. Low-latency AI processing, compliance with regulations, and edge AI usage also drive hybrid cloud GPUaaS adoption. In addition to this, media and entertainment industries benefit from hybrid configurations for real-time rendering as well as content creation. As companies focus on operational flexibility and cost efficiency, hybrid cloud configurations will propel strong revenue growth in the GPUaaS market. By enterprise type- small and medium-sized enterprises (SMEs) segment will account for the high CAGR in 2025-2030. The small and medium-sized enterprises (SMEs) segment in the GPU as a Service (GPUaaS) market is anticipated to grow at a high CAGR during the forecast period, driven by the increasing adoption of AI, machine learning (ML), and data analytics. SMEs often lack the capital to invest in expensive on-premises GPU infrastructure, making cloud-based GPUaaS a cost-efficient and scalable option. AWS, Azure, and Google Cloud provide SMEs with on-demand access to high-performance GPUs, which can be used to speed up AI model training, video rendering, and data analysis without having to make huge initial investments. GPUaaS supports pay-as-you-go pricing, which enables SMEs to efficiently manage operational costs. Startups in industries like fintech, e-commerce, and healthcare are using GPUaaS to develop AI-powered applications for personalized suggestions, fraud monitoring, and medical image analysis. For example, an AI-based health tech startup can use GPUaaS for quick diagnosis and predictive analysis without maintaining complex infrastructure. In addition, GPUaaS vendors provide uer-friendly interfaces and managed services that reduces technical expertise required for SMEs to implement AI solutions. As SMEs continue with the adoption of digital transformation and seek competitive advantages with AI and ML, GPUaaS demand is bound to grow in this sector. Inquiry Before Buying: North America region will hold highest share in the GPU as a Service market. North America holds the maximum market share of the GPU as a Service industry because of its strong technological infrastructure, advanced AI ecosystem, and presence of leading cloud service providers in the region. Amazon Web Services (AWS), Microsoft Azure and Google Cloud have headquarters in the region and provide scalable and reliable GPUaaS solutions. The adoption of artificial intelligence (AI) and machine learning (ML) among various industries like healthcare, finance, and gaming drives strong demand for GPU resources. Furthermore, North America's focus on high-performance computing (HPC) for scientific simulations, financial modeling, and engineering simulations accelerates the adoption of GPUaaS. The region benefits from substancial investment and collaborations. For instance, in March 2025, OpenAI signed a five year, USD 11.9 billion agreement with CoreWeave, as it seeks to secure critical GPU compute capacity for its expanding AI models. The strong gaming and entertainment sector in North America also adds to growth, driven by rising demand for GPUs used in virtual reality (VR) and augmented reality (AR) applications. In addition, the favorable regulatory climate, strong data center infrastructure, and ongoing developments in AI technology guarantee North America's dominance in the GPUaaS market. Key Players Key companies operating in the GPU as a Service companies are Amazon web Servies, Inc. (US), Microsoft (US), Google (US), Oracle (US), IBM (US), Coreweave (US), Alibaba Cloud (China), Lambda (US), Tencent Cloud (China), (India), among others. Get 10% Free Customization on this Report: Browse Adjacent Market: Semiconductor and Electronics Market Research Reports &Consulting Related Reports: AI Infrastructure Market by Offerings (Compute (GPU, CPU, FPGA), Memory (DDR, HBM), Network (NIC/Network Adapters, Interconnect), Storage, Software), Function (Training, Inference), Deployment (On-premises, Cloud, Hybrid) – Global Forecast to 2030 AI Server Market by Processor Type (GPU, FPGA, ASIC), Function (Training, Inference), Form Factor (Rack-Mounted Server, Blade Server, Tower Server), Cooling Technology (Air Cooling, Liquid Cooling, Hybrid Cooling) – Global Forecast to 2030 About MarketsandMarkets™ MarketsandMarkets™ has been recognized as one of America's Best Management Consulting Firms by Forbes, as per their recent report. MarketsandMarkets™ is a blue ocean alternative in growth consulting and program management, leveraging a man-machine offering to drive supernormal growth for progressive organizations in the B2B space. With the widest lens on emerging technologies, we are proficient in co-creating supernormal growth for clients across the globe. Today, 80% of Fortune 2000 companies rely on MarketsandMarkets, and 90 of the top 100 companies in each sector trust us to accelerate their revenue growth. With a global clientele of over 13,000 organizations, we help businesses thrive in a disruptive ecosystem. The B2B economy is witnessing the emergence of $25 trillion in new revenue streams that are replacing existing ones within this decade. We work with clients on growth programs, helping them monetize this $25 trillion opportunity through our service lines – TAM Expansion, Go-to-Market (GTM) Strategy to Execution, Market Share Gain, Account Enablement, and Thought Leadership Marketing. Built on the 'GIVE Growth' principle, we collaborate with several Forbes Global 2000 B2B companies to keep them future-ready. Our insights and strategies are powered by industry experts, cutting-edge AI, and our Market Intelligence Cloud, KnowledgeStore™, which integrates research and provides ecosystem-wide visibility into revenue shifts. In addition, MarketsandMarkets SalesIQ enables sales teams to identify high-priority accounts and uncover hidden opportunities, helping them build more pipeline and win more deals with precision. To find out more, visit or follow us on Twitter , LinkedIn and Facebook . Contact: Mr. Rohan SalgarkarMarketsandMarkets™ INC. 1615 South Congress 103, Delray Beach, FL 33445USA: +1-888-600-6441Email: sales@ Our Web Site: Insight: Source: Logo: View original content: SOURCE MarketsandMarkets Sign in to access your portfolio
Yahoo
18-03-2025
- Business
- Yahoo
NVIDIA (NasdaqGS:NVDA) AI Innovations Revolutionize Healthcare With Hyperfine Partnership
NVIDIA experienced an 11.73% price movement over the recent week, a period marked by significant activity at its GTC 2025 event. The company's collaboration with Hyperfine to enhance portable MRI technology using AI and advancements in RTX neural rendering technologies stood out as key developments. The news of NVIDIA's DGX Cloud delivering increased efficiency in data processing and its partnerships in health and AI-driven solutions likely attracted investor interest. Meanwhile, market dynamics showed a decline in major indexes due to broader economic uncertainties and a continued tech-sector selloff, impacting NVIDIA's stock early in the week. Despite the overall market downtrend, NVIDIA's focus on innovation and technology partnerships seems to have bolstered confidence in the stock, partially offsetting external pressures. Concurrently, the market has risen 1.7% this past week, providing some supportive backdrop for the company's share price performance despite a challenging macroeconomic context. Click to explore a detailed breakdown of our findings in NVIDIA's financial health report. Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 19 best rare earth metal stocks of the very few that mine this essential strategic resource. NVIDIA (NasdaqGS:NVDA) has shown an incredible total return of 2156.25% over the past five years, a period marked by significant achievements and expansions in the tech space. One crucial factor was its robust earnings growth, with net income and basic EPS seeing substantial increases for the fiscal year ending January 2025, fueled by the reported revenue of US$130.5 billion. Additionally, NVIDIA's breakthroughs in AI and cloud technologies, such as the launch of the DGX SuperPOD supercomputer, have solidified its position as a leader in next-generation computing solutions. During this timeframe, NVIDIA outpaced the broader semiconductor industry, achieving returns beyond its peers over the past year. Its partnerships, including collaborations with companies like Block Inc. for generative AI research and Cisco for AI workload solutions, have bolstered its technology portfolio further. Despite broader tech-sector fluctuations, NVIDIA's focused investments in pioneering projects contributed to its impressive long-term performance. Is NVIDIA part of your investment strategy? Use Simply Wall St to consolidate your holdings into a portfolio and gain insights with our comprehensive analysis tools. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGS:NVDA. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
