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Siliconangle
1w
379
Image Credit: Siliconangle
It’s Jensen Huang’s AI world. We just live in it.
- Nvidia CEO Jensen Huang introduced new GPUs, AI supercomputers, and software at the GTC conference to enable AI factories and revenue growth.
- Nvidia made a $30 billion consortium investment and acquired synthetic data startup Gretel to strengthen its AI infrastructure.
- CoreWeave filed for a $2.7 billion IPO, showcasing continued demand for GPUs.
- Stealth AI use poses challenges for data security in companies.
- SoftBank acquired AI chipmaker Ampere Computing for $6.5 billion, aligning with the rising demand for AI chips.
- Google's $32 billion acquisition of cybersecurity startup Wiz indicates a focus on enhancing Google Cloud.
- The EU found Apple and Google in breach of antitrust rules, intensifying their campaign against U.S. Big Tech.
- Nvidia emphasized AI development at the GTC event, showcasing advancements in GPUs, AI models for robots, and silicon photonics switches.
- Nvidia's AI Factory concept focuses on generating AI models efficiently, necessitating powerful chips like the upcoming Blackwell Ultra and Rubin.
- The AI industry is seeing continued growth, with enterprises transitioning from AI prototypes to full production, although challenges in AI adoption persist.
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Digitaltrends
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189
Image Credit: Digitaltrends
AMD GPUs are supposed to be plentiful, but good luck finding one
- AMD is shipping a significant number of GPUs to meet high demand, but they are still out of stock.
- AMD's RDNA 4 GPUs have generated significant interest and are experiencing an unprecedented demand.
- According to a retailer source, AMD is delivering 2x to 4x more RDNA 4 GPUs than all weekly Blackwell shipments combined.
- Despite the high deliveries, major retailers like Amazon and Newegg have not restocked the RDNA 4 GPUs.
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Analyticsindiamag
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164
Image Credit: Analyticsindiamag
We are Now a Power-Limited Industry, says Jensen Huang
- AI has advanced significantly, increasing computational requirements in the industry.
- NVIDIA CEO Jensen Huang highlighted the rise of power-limited AI factories.
- Data centres are evolving into energy-efficient AI factories generating tokens.
- The shift to machine learning-based systems is driving trillion-dollar data centre buildouts.
- Energy efficiency is crucial as computational demands for AI grow exponentially.
- Huang emphasized the direct link between power limitations and revenue in data centres.
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Analyticsindiamag
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2.8k
Image Credit: Analyticsindiamag
Cohesity Unveils ‘Industry’s First AI Search for On-Premises Backup Data’
- Cohesity has expanded its enterprise knowledge discovery assistant, Gaia, introducing one of the industry's first AI-powered search capabilities for on-premises backup data.
- The integration of generative AI into backup and archival processes allows enterprises to enhance efficiency, innovation, and overall growth potential through deeper data insights.
- The solution is compatible with Cisco UCS, HPE, and Nutanix, offering various deployment options.
- Cohesity Gaia provides enhanced speed, accuracy, and efficiency in data search and discovery, with multi-lingual capabilities for global organizations.
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VoIP
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139
Image Credit: VoIP
NVIDIA Transforms Telecom with AI-Driven Network Intelligence
- NVIDIA announced collaboration with partners on large telco models (LTMs) and AI agents for telecom industry.
- NVIDIA's LTMs and AI agents aim to automate complex decision-making, improve operational efficiency, and upgrade network performance.
- Telecom giants like SoftBank, Tech Mahindra, Amdocs, BubbleRAN, and ServiceNow have already adopted NVIDIA's LTMs and AI agents.
- NVIDIA's AI Enterprise platform provides resources to create AI agents that streamline operations, reduce downtime, improve customer experience, and enhance network security.
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Insider
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189
Image Credit: Insider
The fashion of GTC: What tech lovers wore to the Nvidia conference
- The fashion at Nvidia GTC ranged from jeans and T-shirts to sharp suits and ties.
- Hoka sneakers and Patagonia puffer jackets were among the top-noticed brands at the conference.
- High-end sneakers, including Hokas, Adidas, and Nikes, were a common sight.
- Some attendees showcased unique and bold fashion choices, using GTC as their own runway.
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Medium
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206
Image Credit: Medium
NVIDIA’s AI & Robotics Breakthroughs: A Glimpse into the Future of Humanity
- NVIDIA unveiled advanced AI and robotics projects, including Project Newton, Robot 'Blue,' and Groot N1.
- Project Newton is an AI-driven physics simulation engine designed for robotics training and developing problem-solving abilities.
- Robot 'Blue' is NVIDIA's next-gen humanoid AI, with self-learning capabilities and versatile applications in healthcare and customer service.
- Groot N1 is an open-source humanoid AI model that accelerates robotics development and makes AI more accessible.
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VC Cafe
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181
Image Credit: VC Cafe
Weekly Firgun Newsletter – March 20 2025
- The concept of 'Firgun' in Israeli culture represents genuine delight in the accomplishments of others.
- Ceasefire reminder in Israel, with 59 Israelis held hostage in Gaza prompting #BRINGTHEMHOME.
- Google's $32 billion acquisition of Wiz marked Israel's largest exit and Google's largest acquisition to date.
- Tech highlights include NVIDIA's AI supercomputer, OpenAI's new models, and Meta's Llama models.
- Funding deals congratulate Vega Security, Curve, Kela Technologies, Utila, brain.space, and more.
- Notable exits include Wiz's acquisition by Google for $32 billion and Next Insurance's $2.6 billion acquisition by Munich Re.
- Reports on Israeli cyber sector success, European Deep Tech, and the economic value of Open Source Software are highlighted.
- Media insights on Wiz acquisition, winners from the deal, AI race between China and US, and venture capital concentration are discussed.
- Other mentions include global happiness rankings, enterprise AI adoption survey, and Trump-inspired drone show.
- Eli Sharabi's UN Security Council testimony and the call to keep creating end the newsletter.
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Siliconangle
1w
1.6k
Image Credit: Siliconangle
AI cloud operator CoreWeave files for $2.7B IPO
- CoreWeave Inc., operator of a cloud platform optimized for AI workloads, has filed for a $2.7 billion IPO.
- The company plans to sell 49 million shares at a valuation of up to $26 billion.
- CoreWeave offers powerful AI accelerators and promises better performance for AI workloads compared to major public clouds.
- The company aims to expand internationally and launch industry-specific offerings to drive revenue growth.
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Insider
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33
Image Credit: Insider
The 4 biggest announcements to come out of Nvidia's first quantum day at GTC
- Nvidia hosted its first-ever quantum computing day at GTC 2025, focusing on the advancements in the quantum computing industry.
- Nvidia announced plans to build a quantum research lab in Boston to collaborate with Harvard and MIT.
- D-Wave introduced a new quantum blockchain architecture that could revolutionize blockchain technology.
- Infleqtion and Nvidia unveiled a Contextual Machine Learning approach, enhancing artificial intelligence using quantum computing.
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Medium
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177
Thoughts on AI Sparked by GTC 2025
- AI's robustness and expansion present a significant energy consumption issue.
- The energy requirements of AI-centric data centers pose challenges to existing power infrastructures.
- A notable incident in July 2024 highlighted the delicate balance required to maintain grid stability amid increasing data center demands.
- Projections indicate that data center demand will triple, further straining the US electrical grid.
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TechCrunch
1w
253
Image Credit: TechCrunch
GTC felt more bullish than ever, but Nvidia’s challenges are piling up
- Nvidia's GTC conference in San Jose attracted a record-breaking 25,000 attendees with packed workshops and talks.
- The company faces upcoming challenges like U.S. tariffs, competition from DeepSeek, and evolving AI customer priorities.
- CEO Jensen Huang showcased new chips, 'supercomputers,' and robots in a bid to boost investor confidence.
- Nvidia emphasized sustained chip demand despite concerns over traditional AI scaling falling out of favor.
- Rivals like Cerebras and Groq pose a threat with low-cost inference solutions, challenging Nvidia's position.
- Tech giants like OpenAI and Meta are exploring in-house hardware to reduce reliance on Nvidia chips.
- Nvidia's share price dropped post-keynote as investors looked for new innovations that were not unveiled.
- The company addressed tariff concerns and announced plans to invest in U.S. manufacturing but noted potential long-term impacts.
- Nvidia is expanding into quantum computing, opening a center in Boston and emphasizing quantum error correction simulations.
- Introducing 'personal AI supercomputers' like DGX Spark and DGX Station, Nvidia aims to tap into new revenue streams.
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Medium
1w
283
Image Credit: Medium
How AI Might Conquer Earth: A Thought-Provoking Exploration
- AI-driven automation could lead to widespread unemployment and economic control.
- AI could manipulate public perception and control information through content creation and social media.
- AI-driven hacking tools could disrupt critical infrastructure and demand compliance on a global scale.
- An artificial superintelligence surpassing human intelligence could pose a threat to humanity's existence.
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Ubuntu
1w
50
Image Credit: Ubuntu
Accelerating AI with open source machine learning infrastructure
- Accelerating AI with open source machine learning infrastructure
- Canonical's MicroK8s and Charmed Kubeflow, running on Dell PowerEdge R7525 servers, and accelerated by NVIDIA NIM microservices, provide a streamlined path for deploying and managing machine learning workloads.
- This architecture empowers data scientists and engineers, enabling faster iteration, seamless scalability, and robust security.
- The collaboration between Canonical and NVIDIA ensures optimized software stack for NVIDIA-Certified Systems, delivering exceptional AI performance and reliability.
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3 Likes
Pymnts
1w
50
Image Credit: Pymnts
CoreWeave Scales Back IPO to $2.7 Billion
- CoreWeave plans to raise approximately $2.7 billion in an IPO backed by Nvidia.
- The IPO's size and valuation target are lower than anticipated due to market volatility.
- CoreWeave reported revenue of $1.9 billion in 2024 and a net loss of $863 million.
- CoreWeave has secured partnerships with OpenAI and plans to acquire Weights & Biases.
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