NVDA: GTC China kicks off, 3 PRs, lots of news

NVDA just kicked of the first of its GTC conferences. There were a lot of announcements of new partnerships including 3 press releases:

  1. China’s Top Server-Builders Adopt NVIDIA AI Design for Cloud Computing: Huawei, Inspur, Lenovo Select NVIDIA Volta HGX Architecture to Build AI Systems for Data Centers

  2. China’s Top Cloud Providers Adopt NVIDIA Volta GPUs to Supercharge Next-Gen AI Services: Alibaba Cloud, Baidu and Tencent Upgrade Data Centers with NVIDIA Tesla V100 GPU Accelerators

  3. NVIDIA TensorRT 3 Dramatically Accelerates AI Inference for Hyperscale Data Centers: Alibaba, Baidu, Tencent, JD.com and Hikvision Adopt NVIDIA TensorRT for Programmable Inference Acceleration

In addition, NVDA’s blog has some new stories from yesterday and today:

  1. NVIDIA Expands Deep Learning Institute AI Training Partnerships in China
    https://blogs.nvidia.com/blog/2017/09/25/tencent-leadtek-dee…

  2. Alibaba, Huawei Adopt NVIDIA’s Metropolis AI Smart Cities Platform
    https://blogs.nvidia.com/blog/2017/09/25/alibaba-huawei-metr…

  3. Signed, Sealed, Delivered: JD X Selects NVIDIA for AI Logistics and Delivery (Jetson used in delivery drones and robots)
    https://blogs.nvidia.com/blog/2017/09/25/jd-x-jetson/

  4. NVIDIA Invests in Chinese Self-Driving Car Startup, JingChi
    https://blogs.nvidia.com/blog/2017/09/25/jingchi-nvidia-gpu-…

  5. NVIDIA CEO Kicks Off Global GTC Tour, Unveiling AI Tools and Partnerships in China
    https://blogs.nvidia.com/blog/2017/09/25/gtc-china-jensen-hu…

  6. 145 Automotive Startups Around the World Choose NVIDIA DRIVE
    https://blogs.nvidia.com/blog/2017/09/25/auto-startups-nvidi…

There will be more GTC conferences in the coming months, each of which could be a forum to announce new partnerships and progress:

GTC China (Beijing) – Sept. 25-27:
Keynote Sept. 26, 9 am CST

GTC Europe (Munich) – Oct. 10-12:
Keynote Oct. 10, 10 am CEST

GTC Israel (Tel Aviv) – Oct. 18:
Keynote Oct. 18, 10 am IDT

GTC Taiwan – Oct. 26:
Keynote Oct. 26, 10 am CST

GTC DC – Nov. 1-2:
Keynotes Nov. 1 and 2

GTC Japan – Dec. 12-13:
Keynote Dec. 13 at 10 am JST

GTC in Silicon Valley - March 26-29, 2018

Technology is moving fast. AI is proliferating fast and NVDA is at the center of it as the main picks and shovels supplier. I’m not selling any of my shares…

Chris

13 Likes

Big news for Nividia:

Marketwire
BEIJING, CHINA – (Marketwired) – 09/25/17 – GTC China - NVIDIA (NASDAQ: NVDA) today announced that China’s technology giants are adopting the new NVIDIA® Volta GPU computing platform to accelerate AI for a broad range of enterprise and consumer applications.

Speaking at the GPU Technology Conference in Beijing, NVIDIA founder and CEO Jensen Huang announced that Alibaba Cloud, Baidu (BIDU) and Tencent are incorporating NVIDIA Tesla® V100 GPU accelerators into their data centers and cloud-service infrastructures.

“AI is the most important technology development of our time, with the greatest potential to help society,” Huang said. “As the world’s leading cloud providers deploy the world’s best AI platform, with Volta GPUs and NVIDIA software, we’ll see amazing breakthroughs in medicine, autonomous transportation, precision manufacturing and much more.”

Marketwire
BEIJING, CHINA – (Marketwired) – 09/25/17 – GTC China - NVIDIA (NASDAQ: NVDA) today announced that China’s leading original equipment manufacturers (OEMs) – including Huawei, Inspur and Lenovo – are using the NVIDIA® HGX reference architecture to offer Volta architecture-based accelerated systems for hyperscale data centers.

Through the NVIDIA HGX Partner Program, NVIDIA is providing each OEM with early access to the NVIDIA HGX reference architecture for data centers, NVIDIA GPU computing technologies, and design guidelines. HGX is the same data center design used in Microsoft’s Project Olympus initiative, Facebook’s Big Basin systems and NVIDIA DGX-1™ AI supercomputers.

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Jensen Huang announced that Alibaba Cloud, Baidu (BIDU) and Tencent are incorporating NVIDIA Tesla® V100 GPU accelerators into their data centers and cloud-service infrastructures

I think this could also be promising for Arista

1 Like

https://www.sdxcentral.com/articles/news/baidu-picks-mellano…

<<<Jensen Huang announced that Alibaba Cloud, Baidu (BIDU) and Tencent are incorporating NVIDIA Tesla® V100 GPU accelerators into their data centers and cloud-service infrastructures

I think this could also be promising for Arista>>>

Arista’s international business is presently 25% of their business, but 50% of their new business last quarter was from international. I do not know how involved Arista switches are in Chinese data centers. Certainly not to the same extent as in American data hyper scale data centers. China is the other country with multiple companies with hyper scale data centers, such as Baidu, Alibaba, Tencent, to name what are probably the top 3, but I am sure there are a few more, just as there are in the United States like your Netflix or such.

I am not taking the time to dig into it now, but the first link I came to was quite interesting, and is the link at the top.

It shows an unknown switch vendor winning business with Baidu. What I found more interesting is how Arista is mentioned in the article (as basically the leading vendor using Broadcom chips) but no mention of their primary competitors that are Cisco (everywhere) and Huweii (however you spell it) in Asia and Europe.

It would be great to see Arista make some market penetration in China. It is said the super power of the 21st century will be that country or countries who dominate in AI. In that respect there are only two true challengers for this, and that is China and the United States. Now, I cannot rule Japan out, as Japan does so much high tech so well. So Japan might roll itself into this club, but as things stand now it is China and it is the United States. These two countries have the hyper scale data centers owned by companies in their nations.

Given how important these hyper scale data centers are to national security you can see why a Chinese company might be wary to install switches from an American company. Who knows what is in the software in 10 million lines of code! But you know, I hope that does not hold and Arista can be in China as well in a big way. That would be unexpected upside - not to mention things like the new routing functionality, move to 400G, etc.

Tinker

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It is said the super power of the 21st century will be that country or countries who dominate in AI.

That’s a direct quote of Vladimir Putin

It is said the super power of the 21st century will be that country or countries who dominate in AI.

That’s a direct quote of Vladimir Putin

He’s right.

He owns some shares too, I think.