Latest news with #NvidiaBlackwellGPUs
Yahoo
30-05-2025
- Business
- Yahoo
Nvidia's next AI move? Bringing GPUs into the enterprise
This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Nvidia is gearing up to supply enterprise customers with AI processing power amid a rush to deploy agentic tools, the company's CEO Jensen Huang said Wednesday, during a Q1 2026 earnings call for the three-month period ending April 27. 'It's really hard to move every company's data into the cloud, so we're going to move AI into the enterprise,' Huang said. 'We're going to see AI go into enterprise, which is on-prem, because so much of the data is still on-prem.' The GPU giant saw quarterly revenue increase 69% year over year to $44.1 billion as AI usage levels spiked. 'AI workloads have transitioned strongly to inference, and AI factory buildouts are driving significant revenue,' Nvidia EVP and CFO Colette Kress said during the earnings call. Nvidia's fortunes soared in the last two-and-a-half years, driven by massive tech sector investments in AI-optimized data center infrastructure to train and deploy large language models. While hyperscaler hunger for GPUs remains robust, the company is betting on the enterprise market to pick up momentum. Large cloud providers installed an average of roughly 72,000 Nvidia Blackwell GPUs per week during the quarter and are on track to increase consumption, according to Kress. 'Microsoft, for example, has already deployed tens of thousands of Blackwell GPUs and is expected to ramp up to hundreds of thousands of GB200s with OpenAI as one of its key customers,' Kress said. Revenue by quarter, in billions This embedded content is not available in your region. The GB200 Grace Blackwell Superchip, released a year ago, is a high-capacity processor that powers a larger rack designed to handle the most compute-intensive AI workloads, such as model training. In March, Nvidia unveiled its successor, the more powerful GB300 NVL72 rack system. Cloud providers began sampling the new processors earlier this month and Nvidia expects shipments to commence later this quarter, Kress said. As its footprint among hyperscalers continued to expand, Nvidia added to its enterprise product portfolio and forged deeper enterprise partnerships. The company rolled out a line of GPU-powered laptops and workstations in May, turning to its PC manufacturing partners to deliver enterprise customers. 'Enterprise AI is just taking off,' Huang said Wednesday, pointing to the new line of on-premises AI hardware. Kress touted an AI development partnership the company inked with Yum Brands in March. Nvidia will help the corporate parent of KFC, Pizza Hut and Taco Bell deploy AI in 500 restaurants this year and 61,000 locations over time to 'streamline order-taking, optimize operations and enhance service,' Kress said. The initiative represents a step up into the AI big leagues for Yum Brands. The company worked with an unnamed AI startup to create a Taco Bell drive-thru chatbot last year. It also marked Nvidia's first foray into the restaurant business, according to the announcement. Yum used Nvidia technology to power its proprietary Byte by Yum platform and enable AI voice agents, computer vision tools and performance analytics capabilities. 'Enterprise AI must be deployable on-prem and integrated with existing IT,' Huang said. 'It's compute, storage and networking. We've put all three of them together finally, and we're going to market with that.' Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Time of India
19-05-2025
- Automotive
- Time of India
Foxconn and Nvidia launch Taiwan's first AI supercomputing hub with latest Blackwell GPUs
Foxconn has announced a significant partnership with US chipmaker Nvidia to establish a next-generation "AI Factory"—a powerful supercomputing center—right here in Taiwan. This cutting-edge facility will be equipped with Nvidia's latest Blackwell architecture, with the goal of accelerating advancements in artificial intelligence across various sectors. The announcement came from a collaborative project led by Nvidia CEO Jensen Huang at Computex. Partnering with the Taiwanese government, Foxconn, and TSMC, Nvidia will build "the first giant AI supercomputer" in Taiwan. This "AI factory," powered by 10,000 Nvidia Blackwell GPUs and infrastructure from Foxconn's Big Innovation Company, will provide crucial resources for Taiwan's growing AI ecosystem, benefiting a wide range of users from researchers to established businesses. Nvidia detailed how Foxconn will utilize the AI supercomputer to boost automation and efficiency across its smart cities, electric vehicles, and manufacturing divisions, aiming to connect various stakeholders for AI-driven growth. The company also stated that Taiwan's National Science and Technology Council (NSTC) will use the supercomputer to supply AI cloud computing resources to Taiwan's tech ecosystem, hoping to accelerate AI development and adoption across sectors. Furthermore, Nvidia reported that TSMC researchers plan to leverage the system for R&D, expecting "orders-of-magnitude faster performance" compared to previous systems. The AI factory, according to Nvidia, will aid smart city initiatives by optimizing connected transportation and other public infrastructure to improve quality of life in Taiwan. For smart electric vehicles, the AI infrastructure will enable advanced driver-assistance systems, enhancing safety. In manufacturing, AI-driven analytics, automation, and digital twin technologies will streamline operations and speed up product iteration, Nvidia noted. The press release quoted NSTC head Wu Cheng-Wen (吳誠文) saying, "Our plan is to create an AI-focused industrial ecosystem in southern Taiwan."
Yahoo
02-03-2025
- Business
- Yahoo
Stock of the Day: Dell tumbles 7% after earnings as investors scrutinize AI profit margins
Dell Technologies stock fell 7% on mixed earnings and profit margin concerns. Investors are worried about Dell's lower margins from its servers, which include costly AI GPUs from Nvidia. Investor focus is starting to shift from revenue growth to profit margins, impacting AI stocks. The move: Dell Technologies tumbled 7% on Friday to $100.54. The stock is down about 45% from its record high reached in May last year. The chart: Why: Dell reported mixed earnings after the market close on Thursday. While the company raised its dividend, increased its stock buyback program by $10 billion, and offered solid guidance for its upcoming fiscal year, that wasn't enough to satiate investors. Investors are hung up on Dell's gross profit margin guidance, which is set to move lower by one percentage point, mainly due to the high cost of the Nvidia Blackwell GPUs that are incorporated into its AI servers. During the company's earnings call, Wall Street analysts hammered Dell's management team with questions about its profit margins, and Dell responded that they have opportunities to pair their lower-margin Blackwell servers with high-margin offerings like storage. Also top of mind for Dell investors are tariffs from the Trump administration, which would negatively impact the company. What it means: As the AI boom cycle matures, investors are shifting their focus away from top-line revenue growth and toward bottom-line profits. This was the case for Nvidia on Thursday, which sold off 8% even after its earnings report showed impressive year-over-year revenue growth of 78%. Instead, investors homed in on the company's decline in gross profit margins caused by its ramp in the production of the next-gen Blackwell GPU. For Dell, solid revenue guidance and a higher-than-expected product backlog of $9 billion for its AI servers weren't enough to outweigh investor concerns about falling profit margins. Read the original article on Business Insider Sign in to access your portfolio
