Latest news with #Doudna
Yahoo
3 days ago
- Business
- Yahoo
'How hard can it be?' Nvidia CEO on leap to supercomputing
STORY: :: Nvidia's CEO compares his company's push into supercomputing to his mom driving a car :: Stanford, California :: May 29, 2025 :: John Hennessy, Former president, Stanford University 'It's a big leap going from being a graphics company to being a supercomputer company. That's a big leap of different business, it requires a lot more system expertise, more software expertise. So how do you think about assembling a team? Because that really had to change the…" :: Jensen Huang, Nvidia CEO 'It drives all the same way. So first, you (say) 'Hey we can do this.' And so it always starts with this: 'Hey, guys, this we can do this.' And we can do it. So you start with a dream, and the next thing, the next logical leap is: how hard can it be? I always start every meeting with 'Hey guys we should start building cars.' It's sensible, we have computer vision now, you know, planning algorithms (unintelligible). Let's do it. And then somebody goes, 'we don't know anything about cars.' Well, how hard can it be? And so I think the clincher on that one is my mom can drive. HENNESSY: 'Yeah, actually, humans are pretty good drivers. Look at it...' HUANG: 'I know my mom shouldn't, but she can. And so, how hard can it be? And so the supercomputers were all the same thing. You know, we just… A.I., how hard can it be? And so we just kind of just go into it.' His remarks came the same day the U.S. Department of Energy announced that Nvidia and Dell will supply core technology for 'Doudna,' a new supercomputer to be installed in 2026 at Lawrence Berkeley National Laboratory. The event also came amid renewed political scrutiny of Nvidia's global operations, including bipartisan concern in Washington over the company's planned R&D facility in Shanghai.
Yahoo
3 days ago
- Business
- Yahoo
Nvidia and Dell Team Up to Build Department of Energy Supercomputer
May 30 - Nvidia (NASDAQ:NVDA) and Dell Technologies (NYSE:DELL) are teaming up to build the Department of Energy's next-generation supercomputer, Doudna. Doudna will pair Nvidia's latest Vera Rubin chips with Dell's liquid-cooled servers to support roughly 11,000 researchers nationwide. Warning! GuruFocus has detected 4 Warning Signs with NVDA. The system is designed to merge simulation, data, and artificial intelligence on a single platform, enabling scientists to stream data and receive real-time insights. It aims to accelerate work in fusion energy, materials science, drug discovery, space data processing and quantum workflows. Officials say Doudna will deliver about ten times the output of its predecessor, Perlmutter, while consuming only two to three times more power. Nvidia's role underscores its importance to U.S. science initiatives amid ongoing export restrictions to China. CEO Jensen Huang lauded recent U.S. efforts to boost domestic chip manufacturing but noted that export curbs have cost the company billions. Nvidia also faces scrutiny over plans for a Shanghai R&D facility, with lawmakers raising national security concerns. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
3 days ago
- Business
- Yahoo
Nvidia and Dell Team Up to Build Department of Energy Supercomputer
May 30 - Nvidia (NASDAQ:NVDA) and Dell Technologies (NYSE:DELL) are teaming up to build the Department of Energy's next-generation supercomputer, Doudna. Doudna will pair Nvidia's latest Vera Rubin chips with Dell's liquid-cooled servers to support roughly 11,000 researchers nationwide. Warning! GuruFocus has detected 4 Warning Signs with NVDA. The system is designed to merge simulation, data, and artificial intelligence on a single platform, enabling scientists to stream data and receive real-time insights. It aims to accelerate work in fusion energy, materials science, drug discovery, space data processing and quantum workflows. Officials say Doudna will deliver about ten times the output of its predecessor, Perlmutter, while consuming only two to three times more power. Nvidia's role underscores its importance to U.S. science initiatives amid ongoing export restrictions to China. CEO Jensen Huang lauded recent U.S. efforts to boost domestic chip manufacturing but noted that export curbs have cost the company billions. Nvidia also faces scrutiny over plans for a Shanghai R&D facility, with lawmakers raising national security concerns. This article first appeared on GuruFocus. 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
Time of India
3 days ago
- Business
- Time of India
Dell raises annual profit forecast on strong AI server demand
HighlightsDell raised its annual profit forecast to $9.40 per share, up from the previous estimate of $9.30 per share, driven by strong demand for AI-powered servers using Nvidia's advanced chips. The company reported $12.1 billion in AI orders for the quarter, surpassing total shipments for the entirety of fiscal year 2025 and resulting in a backlog of $14.4 billion. Revenue from Dell's infrastructure solutions group, which includes storage, software, and server offerings, rose by 12 per cent, while revenue from its client solutions group, which encompasses its personal computer business, increased by 5 . Dell raised its annual profit forecast on Thursday, signaling growing demand for its AI-powered servers that are equipped with Nvidia's powerful chips. Shares of the company, whose servers are used by customers such as Elon Musk's AI startup xAI and CoreWeave, rose 2% in extended trading. Dell and Super Micro Computer have benefited from growing demand for such servers, but the high cost of producing them and tough competition have pressured margins. "We generated $12.1 billion in AI orders this quarter alone, surpassing the entirety of shipments in all of fiscal 2025 and leaving us with $14.4 billion in backlog," Dell's chief operating officer Jeff Clarke said. The results follow the U.S. Department of Energy's announcement on Thursday that it would launch a new supercomputer, named Doudna, which will use Dell and Nvidia's advanced technology to perform complex computing tasks. Dell now expects annual adjusted profit to be $9.40 per share, compared with its prior forecast of $9.30 per share. The company also reiterated its annual revenue outlook. It forecast second-quarter revenue to be between $28.5 billion and $29.5 billion, above analysts' average estimate of $25.05 billion, according to data compiled by LSEG. Dell's adjusted profit forecast for the second quarter of $2.25 per share was also above estimates of $2.09. The company's first-quarter revenue of $23.38 billion beat expectations of $23.14 billion, while its adjusted profit of $1.55 per share missed estimates of $1.69. "We note potential near-term margin pressure from competitive pricing, tariffs, and geographic mix shifts," Shreya Gheewala, equity analyst at CFRA Research, said. Revenue from Dell's infrastructure solutions group, which includes storage, software and server offerings, rose 12 per cent, while revenue from its client solutions group, that houses its PC business, rose 5 per cent. PC refresh cycle is slower than before, but signs show users are moving to Windows 11 PCs, which include AI PCs, Clarke added.
Express Tribune
3 days ago
- Science
- Express Tribune
US Dept of Energy's 'Doudna' supercomputer to use Nvidia, Dell tech
Nvidia CEO Jensen Huang speaks as he visits Lawrence Berkeley National Lab to announce a U.S. supercomputer to be powered by Nvidia's forthcoming Vera Rubin chips, in Berkeley, California, U.S., May 29, REUTERS Listen to article The US Department of Energy on Thursday said its "Doudna" supercomputer due in 2026 will use technology from Nvidia and Dell. The computer, named after Nobel Prize-winning scientist Jennifer Doudna who made key CRISPR gene-editing discoveries, will be housed at Lawrence Berkeley National Laboratory in Berkeley, California. An event held at the lab was attended by Secretary of Energy Chris Wright. Officials said that the system will use Nvidia's latest "Vera Rubin" chips built into liquid-cooled servers by Dell and will be used by 11,000 researchers. 🗣️📢 We're thrilled to work with The U.S. Department of @ENERGY on the flagship NERSC-10 supercomputer! Powered by our most advanced liquid-cooled server tech & @nvidia's next-generation accelerators - the "Doudna" system fuses #HPC & #AI to empower complex, integrated research… — Dell Technologies (@DellTech) May 29, 2025 "It will advance scientific discovery, from chemistry to physics to biology," Wright said at a press conference. The supercomputers operated by the US Department of Energy help scientists carry out fundamental scientific research. Doudna said her early work on CRISPR relied on support from the Energy Department. "Today, I think we're standing at a really interesting moment in biology that really marks the intersection of biology with computing," Doudna said. The Energy Department's supercomputers are also responsible for designing and maintaining the US nuclear weapons arsenal. "The scientific supercomputer is one of humanity's most vital instruments. It is the instrument for advancing knowledge discovery," Nvidia CEO Jensen Huang said at the event. "It is the foundation of scientific discovery for our country. It is also a foundation for economic and technology leadership. And with that, national security." Designed to accelerate science, @doescience announces the new 'Doudna' supercomputer, powered by NVIDIA and @Dell at @NERSC's @BerkeleyLab. Driven by @NVIDIA's next-generation Vera Rubin platform, this system brings together AI and simulation to help 11,000 scientists tackle… — NVIDIA Newsroom (@nvidianewsroom) May 29, 2025 Huang's remarks came a day after he praised US President Donald Trump while at the same time sharply criticizing export controls on selling Nvidia's chips to China that have cost Nvidia billions of dollars in lost revenue. Republican and Democratic senators Jim Banks and Elizabeth Warren sent a letter to Huang on Wednesday raising national security concerns about Nvidia's plans to open a research and development facility in Shanghai. On social media platform X, Senator Tom Cotton, an Arkansas Republican, wrote that "keeping advanced AI chips out of the hands of the Chinese Communists isn't about business, it's a national security issue. A word of warning to companies like Nvidia, anyone who breaks the law and circumvents export controls will be held accountable." Keeping advanced AI chips out of the hands of the Chinese Communists isn't about business, it's a national security issue. A word of warning to companies like @nvidia, anyone who breaks the law and circumvents export controls will be held accountable. — Tom Cotton (@SenTomCotton) May 29, 2025
