The general availability of H200-powered systems comes as Nvidia released MLPerf Inference v4.1 benchmarks for its Hopper architecture and its first Blackwell platform submission.
Cerebras Systems, a startup focused on building AI systems and processors, launched Cerebras Inference, which the company claims is 20 times faster than Nvidia GPU-based instances in hyperscale clouds.
Nvidia launched NIM Agent Blueprints, which are reference AI workflows aimed at bringing generative AI to specific use cases.
Nvidia has developed a system that preserved large language model (LLM) accuracy with less precision. The system, which will be outlined at the Hot Chips conference, highlights how Nvidia's AI game is becoming more about software and optimization as much as it is hardware.
The spending on generative AI infrastructure is accelerating at a breakneck pace, but it's quite possible that the "build it and they will come" approach may lead to overcapacity or some serious indigestion.
Don't look now, but AI-optimized servers and infrastructure may be the most trendy innovation corner of technology. And the release cycle looks like it was ripped out of the Apple and Samsung playbooks.
Cisco at its Cisco Live conference outlined a partnership with Nvidia to launch Nexus HyperFabric AI Clusters, a data center networking architecture for generative AI deployments.
Nvidia CEO Jensen Huang outlined the company's roadmap through 2027 including a new GPU platform called Rubin, a new CPU in Vera and networking gear. Huang added that Nvidia will follow an annual cadence.
In a regulatory filing, Nvidia said one direct customer was 13% of revenue in the first quarter and another direct customer was 11% of sales. Two indirect customers were more than 10% of sales.
Nvidia reported first quarter sales growth of 262% from a year ago, reported record quarterly data center revenue and split its stock 10-for-1 effective June 7.
Dell Technologies is going all-in on AI factories and enabling generative AI workloads powered by a wide range of third parties as well as Nvidia-flavored efforts.
In the last 12 months, CoreWeave has raised more than $12 billion in equity and debt financing. CoreWeave's funding highlights how the generative AI boom has fueled a new category of specialized cloud vendors.
