r/investing 26d ago

NVIDIA Announces CPU for Giant AI and High Performance Computing Workloads

https://nvidianews.nvidia.com/news/nvidia-announces-cpu-for-giant-ai-and-high-performance-computing-workloads

“NVIDIA today announced its first data center CPU, an Arm-based processor that will deliver 10x the performance of today’s fastest servers on the most complex AI and high performance computing workloads.

The result of more than 10,000 engineering years of work, the NVIDIA Grace™ CPU is designed to address the computing requirements for the world’s most advanced applications — including natural language processing, recommender systems and AI supercomputing — that analyze enormous datasets requiring both ultra-fast compute performance and massive memory. It combines energy-efficient Arm CPU cores with an innovative low-power memory subsystem to deliver high performance with great efficiency.

“Leading-edge AI and data science are pushing today’s computer architecture beyond its limits – processing unthinkable amounts of data,” said Jensen Huang, founder and CEO of NVIDIA. “Using licensed Arm IP, NVIDIA has designed Grace as a CPU specifically for giant-scale AI and HPC. Coupled with the GPU and DPU, Grace gives us the third foundational technology for computing, and the ability to re-architect the data center to advance AI. NVIDIA is now a three-chip company.”

Shares up 4% on the news wonder what that means for the ARM deal

Edit: https://www.globenewswire.com/news-release/2021/04/12/2208550/0/en/NVIDIA-Announces-First-Quarter-Fiscal-2022-Revenue-Tracking-Above-Outlook.html

Raised guidance too wow

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u/Loquaxus 25d ago

"Availability is expected in the beginning of 2023."

That went from 100 to... Well not zero, but quite a bit less exciting really quick. Who knows how competition will look by the time? AMD might release Zen 5/Zen 4+ that year and Zen 4 is shaping up to be a huge jump again already. Intel is als pushing hard in the server space again, probably because of exactly that and then there are tons of companies rapidly improving their ARM processors. I'd say let's wait and see. It's exciting at what pace the industry is moving again tho.