Sublime
An inspiration engine for ideas
According to IOC Analytics, Nvidia holds a 92% market share in data center GPUs.
If Lisa Su is correct, the market could be as large as $400B by 2027. Assuming Nvidia retains a market share of only 70%, with fierce competition from all sides, Nvidia would generate approximately $280B in sales per... See more
NVIDIA just brought DeepSeek-R1 671-bn param model to NVIDIA NIM microservice on build.nvidia .com
- The DeepSeek-R1 NIM microservice can deliver up to 3,872 tokens per second on a single NVIDIA HGX H200 system.
- Using NVIDIA Hopper architecture, DeepSeek-R1 can deliver high-speed... See more
230k GPUs, including 30k GB200s, are operational for training Grok @xAI in a single supercluster called Colossus 1 (inference is done by our cloud providers).
At Colossus 2, the first batch of 550k GB200s & GB300s, also for training, start going online in a few weeks.
As Jensen Huang has... See more
Elon Muskx.com
Listening to Jensen Huang on $NVDA call last night, the new paradigm which Nvidia created truly dawned on me. A spider web of companies serving a completely new accelerated computing environ. Nvidia created this over the span of 1 decade. Made a slide to visualize... https://t.co/9ysYtQss02
Every year, Jensen drops new math rules that adds confusion to the whole industry. This year is no different, we now observe a third new Jensen math rule. The first Jensen math rule is that NVIDIA headline FLOPs are quoted with 2:4 sparsity (which no one uses out of China) versus dense FLOPs, which is the real world performance metric – meaning... See more
SemiAnalysisx.com
Jensen Huang to CEOs: Tell me how much you lov—
Every CEO: Done. https://t.co/uWnnXJZTcz
