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Nvidia activates AI PC partners, rolls out GPU cloud
Nvidia activates AI PC partners, rolls out GPU cloud

Yahoo

time20-05-2025

  • Business
  • Yahoo

Nvidia activates AI PC partners, rolls out GPU cloud

This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Nvidia targeted the enterprise IT market with a line of AI-ready PCs and workstations launched at Computex 2025 Sunday. The chipmaker leaned on partnerships with Acer, ASUS, Dell, HP, Lenovo and other leading hardware manufacturers to begin shipping DGX Spark PCs and DGX Station desktop units in July, according to the announcement. 'In order for us to bring AI into a new world, and this new world is enterprise IT, we have to go back to our roots,' said Nvidia Founder and CEO Jensen Huang, during the Computex keynote. 'We have to reinvent computing and bring AI into traditional enterprise computing.' Nvidia also rolled out the GPU-sharing DGX Cloud Lepton platform, the company said in a separate Sunday announcement. The multicloud compute marketplace connects developers to a global network of GPU providers, including CoreWeave, Lambda and Softbank. Nvidia said it expects to link the platform with other major cloud providers. As Nvidia consolidated its leading position in AI chipmaking, it set its sights on the vast enterprise technology market. The company customized GPU-powered processor cards for Dell, Lenovo, Samsung and other major PC manufacturers and developed a model-building software toolkit deployed on HP workstations in the first three months of 2024. Earlier this month, Nvidia teamed up with enterprise software provider ServiceNow to deliver agentic tool-building capabilities through an open model called Apriel Nemotron 15B. The company also expanded its suite of industry-specific microservices as part of a broader Microsoft alliance expansion announced Sunday. 'This is how we're going to bring the world's enterprise IT the ability to add AI to everything,' Huang said. 'You're not going to rip out everything from enterprise IT organizations because companies have to run, but we can add AI into it, and now we have systems that are enterprise ready with ecosystem partners.' Nvidia's PC move comes at an inflection point for the industry, as IT procurement teams gear up to refresh aging fleets. Shipments increased by nearly 13% year over year during the first three months of 2025, sparked in part by the looming threat of tariff-driven price increases, according to Gartner. Manufacturers are banking on AI-based technologies, coupled with planned upgrades to the Windows 11 operating system, to drive sales. Integrating AI processors and services with established enterprise hardware providers is a key lever for Nvidia as the company makes enterprise inroads. DGX Spark PCs are designed to give developers cloud-like compute capabilities in a laptop, said Huang, who described the units as 'your own AI cloud sitting right next to you — it's always on, always waiting for you.' The larger DGX Station systems has multi-user capabilities, the company said. 'This computer is the most performance you can possibly get out of a wall socket,' Huang said. 'You could put this in your kitchen, but just barely — this is the limit of what you can get out of a wall outlet.' Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Nvidia, Foxconn Unveil Taiwan's 10,000-GPU 'AI Factory' Supercomputer
Nvidia, Foxconn Unveil Taiwan's 10,000-GPU 'AI Factory' Supercomputer

Yahoo

time19-05-2025

  • Business
  • Yahoo

Nvidia, Foxconn Unveil Taiwan's 10,000-GPU 'AI Factory' Supercomputer

Nvidia (NASDAQ:NVDA) is teaming up with Foxconn (FXCOF) and Taiwan's government on a new AI supercomputer project, according to a Monday report. The initiative, dubbed an AI factory, will deploy 10,000 of Nvidia's latest Blackwell GPUs to accelerate machine-learning research and chip development at TSMC (TSM), which plans to use the system to fast-track its own designs. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Taiwan's National Science and Technology Council will offer access to universities and enterprises, aiming to boost local AI capabilities and support startups. Beyond the data-centre scale build, Nvidia and Foxconn will launch high-performance desktop systems, DGX Spark and DGX Station models, allowing developers to train and test AI models without relying on cloud services. This move follows Nvidia's multi-billion-dollar sovereign AI deal in Saudi Arabia and underscores its strategy to partner directly with governments and hardware vendors. Analysts say the alliance could reshape the supercomputer market by decentralizing AI infrastructure and fostering regional technology hubs. Based on the one year price targets offered by 51 analysts, the average target price for NVIDIA Corp is $163.81 with a high estimate of $235.92 and a low estimate of $100.00. The average target implies a upside of +22.14% from the current price of $134.12. Based on GuruFocus estimates, the estimated GF Value for NVIDIA Corp in one year is $265.41, suggesting a upside of +97.90% from the current price of $134.12. This article first appeared on GuruFocus.

Nvidia, Foxconn Unveil Taiwan's 10,000-GPU 'AI Factory' Supercomputer
Nvidia, Foxconn Unveil Taiwan's 10,000-GPU 'AI Factory' Supercomputer

Yahoo

time19-05-2025

  • Business
  • Yahoo

Nvidia, Foxconn Unveil Taiwan's 10,000-GPU 'AI Factory' Supercomputer

Nvidia (NASDAQ:NVDA) is teaming up with Foxconn (FXCOF) and Taiwan's government on a new AI supercomputer project, according to a Monday report. The initiative, dubbed an AI factory, will deploy 10,000 of Nvidia's latest Blackwell GPUs to accelerate machine-learning research and chip development at TSMC (TSM), which plans to use the system to fast-track its own designs. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Taiwan's National Science and Technology Council will offer access to universities and enterprises, aiming to boost local AI capabilities and support startups. Beyond the data-centre scale build, Nvidia and Foxconn will launch high-performance desktop systems, DGX Spark and DGX Station models, allowing developers to train and test AI models without relying on cloud services. This move follows Nvidia's multi-billion-dollar sovereign AI deal in Saudi Arabia and underscores its strategy to partner directly with governments and hardware vendors. Analysts say the alliance could reshape the supercomputer market by decentralizing AI infrastructure and fostering regional technology hubs. Based on the one year price targets offered by 51 analysts, the average target price for NVIDIA Corp is $163.81 with a high estimate of $235.92 and a low estimate of $100.00. The average target implies a upside of +22.14% from the current price of $134.12. Based on GuruFocus estimates, the estimated GF Value for NVIDIA Corp in one year is $265.41, suggesting a upside of +97.90% from the current price of $134.12. This article first appeared on GuruFocus. Sign in to access your portfolio

Intel debuts AI GPUs for workstation system as it works to gain ground on Nvidia, AMD
Intel debuts AI GPUs for workstation system as it works to gain ground on Nvidia, AMD

Yahoo

time19-05-2025

  • Business
  • Yahoo

Intel debuts AI GPUs for workstation system as it works to gain ground on Nvidia, AMD

Intel (INTC) is expanding its graphics chip offerings with the debut of its Arc Pro B50 and B60 series workstation cards. The options, starting at $299 and $500 and higher, respectively, are designed for customers who don't necessarily need or want to use cloud-based AI processors from the likes of Amazon (AMZN), Google (GOOG, GOOGL), or Microsoft (MSFT). Workstation systems provide strong security since data is processed on-site rather than being sent to the cloud. They're also generally more customizable and offer instant access to powerful graphics processing units (GPUs) without the potential for having to wait for availability via cloud services. Intel has been working on its Arc GPU platform for years. It currently offers its B-series chips for gamers, dubbed Battlemage, and an A-series range for workstations, though those cards are meant more for enterprise graphics and visual capabilities rather than AI. The Arc Pro B50 and B60, however, offer more memory and functionalities that are designed specifically with AI in mind. The B50 is a mainstream chip that Intel says is designed for AI-assisted software engineering. According to the company, entry workstation GPUs make up about 30% of the workstation market, offering Intel a clear opportunity to grab market share. "We expect this to be very competitive and a very attractive solution, particularly for design and engineering," Intel vice president and general manager of client graphics Vivian Lien told Yahoo Finance. To do that, Intel has equipped the Arc Pro B50 with 16GB of memory and support for up to 170 TOPS, or trillions of operations per second. TOPS is a generally accepted means of measuring an AI chip's rough performance capabilities. The Arc Pro B60 has 24GB of memory and is capable of up to 197 TOPS. According to Lien, that chip is aimed at workstation customers who want to run resource-intensive AI applications. Intel, like Nvidia, is touting the need for customers to opt for high-end graphics chips to power AI models into the future. To that end, the company is also introducing its Project Battlematrix workstation system. A complete PC, Project Battlematrix combines two to eight Arc Pro B60 GPUs supporting up to 192GB of memory with an Intel Xeon processor. Customers can use it to run AI software across their businesses. Intel isn't the only company with its own workstation GPUs or heavy-duty AI desktop systems. Nvidia (NVDA) has also announced its own RTX Pro AI chips and cards, as well as two desktop systems: the DGX Spark and DGX Station. The DGX Spark is a pint-sized supercomputer that runs on Nvidia's Grace Blackwell GB10 superchip. Then there's Nvidia's DGX Station. Outfitted with the company's GB300 Grace Blackwell Ultra superchip, the DGX Station provides up to 784GB of memory for AI applications. Intel is working to prove that it's not backing away from the GPU market while also proving it has what it takes to reclaim its crown atop the CPU market. While the B50 and B60 might not be as powerful as Nvidia's offerings, they're clear indications that the company is dedicated to gaining ground in the AI workstation market. But it still has to prove it can hang in the larger, more lucrative hyperscaler market. And that remains to be seen. Email Daniel Howley at dhowley@ Follow him on X/Twitter at @DanielHowley.

NVIDIA unveils AI supercomputers for desks with DGX Spark, Station
NVIDIA unveils AI supercomputers for desks with DGX Spark, Station

Techday NZ

time19-05-2025

  • Business
  • Techday NZ

NVIDIA unveils AI supercomputers for desks with DGX Spark, Station

NVIDIA has revealed that leading system manufacturers from Taiwan will produce the DGX Spark and DGX Station personal computing systems focused on artificial intelligence workloads. The company confirmed ongoing collaborations with Acer, GIGABYTE and MSI, expanding the reach of DGX Spark and DGX Station devices. The systems are intended for a global community of developers, data scientists and researchers requiring high levels of performance and efficiency from personal AI supercomputers. The company stated that enterprises, software businesses, government agencies, startups and research bodies now demand workstations that can provide server-level AI capability in desktop form. According to NVIDIA, the rise of advanced agentic AI systems, which support autonomous task execution and decision-making, is intensifying this need. The DGX Spark and DGX Station platforms are powered by the NVIDIA Grace Blackwell platform and are designed to enable model prototyping, fine-tuning and inference at desktop and data centre scales. Jensen Huang, Founder and Chief Executive Officer of NVIDIA, said: "AI has revolutionised every layer of the computing stack — from silicon to software. Direct descendants of the DGX-1 system that ignited the AI revolution, DGX Spark and DGX Station are created from the ground up to power the next generation of AI research and development." The DGX Spark system incorporates the NVIDIA GB10 Grace Blackwell Superchip and fifth-generation Tensor Cores, delivering up to 1 petaflop of AI compute and 128GB of unified memory. The system is capable of seamless model export to NVIDIA DGX Cloud or any compatible accelerated cloud or data centre infrastructure. The company indicated that DGX Spark's compact format allows developers, researchers, data scientists and students to advance generative AI projects and accelerate workloads across multiple industries. The DGX Station is designed for intensive AI workloads and features the NVIDIA GB300 Grace Blackwell Ultra Desktop Superchip. This enables up to 20 petaflops of AI performance and provides 784GB of unified system memory. The system also includes an NVIDIA ConnectX-8 SuperNIC, supporting up to 800Gb/s networking speeds for connectivity and scale across multiple stations. DGX Station can be used as a dedicated desktop for a single user working with local data on advanced AI models, or as a centralised compute resource for multiple users. The model supports partitioning using NVIDIA Multi-Instance GPU (MIG) technology, allowing up to seven distinct instances, each with its own resources. This feature positions the system as a personal cloud for data science and AI development teams. Both DGX Spark and DGX Station mirror the software environments found in industrial-scale AI facilities, operating with the NVIDIA DGX operating system and preconfigured with the most recent NVIDIA AI software stack. They also come with access to NVIDIA NIM microservices and NVIDIA Blueprints. With support for common tools, including PyTorch, Jupyter and Ollama, users of DGX Spark and DGX Station can prototype, fine-tune and run inference on local hardware, with the capability to deploy workloads to DGX Cloud or compatible cloud and data centre infrastructure. Dell Technologies is one of the first companies to develop DGX Spark and DGX Station solutions to meet the increasing enterprise demand for robust local AI computing technology. Michael Dell, Chairman and Chief Executive Officer of Dell Technologies, said: "There's a clear shift among consumers and enterprises to prioritise systems that can handle the next generation of intelligent workloads. The interest in NVIDIA DGX Spark and NVIDIA DGX Station signals a new era of desktop computing, unlocking the full potential of local AI performance. Our portfolio is designed to meet these needs. Dell Pro Max with GB10 and Dell Pro Max with NVIDIA GB300 give organisations the infrastructure to integrate and tackle large AI workloads." HP is also supporting the developments for AI-centric computing, and will provide offerings based on the new hardware. Enrique Lores, President and Chief Executive Officer of HP, said: "Through our collaboration with NVIDIA, we are delivering a new set of AI-powered devices and experiences to further advance HP's future-of-work ambitions to enable business growth and professional fulfillment. With the HP ZGX, we are redefining desktop computing — bringing data-center-class AI performance to developers and researchers to iterate and simulate faster, unlocking new opportunities." DGX Spark systems will be available for purchase from Acer, ASUS, Dell Technologies, GIGABYTE, HP, Lenovo and MSI as well as from global channel partners starting in July. Availability for DGX Station is expected from ASUS, Dell Technologies, GIGABYTE, HP and MSI later in the year.

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