Neocloud provider QumulusAI announced today that it has secured more than $124 million in customer subscriptions for three-year terms with Hyperbolic and another leading artificial intelligence inference platform. These agreements cover deployments totaling 1,280 Nvidia Corp. Blackwell GPUs, delivered via 160 Lenovo and Supermicro bare-metal servers connected with Cisco Systems Inc. Nexus networking to form high-throughput, low-latency clusters.
Nvidia Corp.‘s latest results are remarkable even by its own high bar. Revenue set new records, driven by a 90%-plus surge in data center demand and what management described as “parabolic” demand as Blackwell systems ramp across hyperscalers, artificial intelligence clouds, auto and sovereign customers. But the more important story is how quickly the AI economy is reorganizing around what Chief Executive Jensen Huang calls “AI factories” and “agentic AI.”
One of the highlights of the CES event last week was the Nvidia Corp. keynote delivered by Chief Executive Jensen Huang. Though there are many focal points to an event such as CES, the one pervasive theme is artificial intelligence, and no company has become more synonymous with AI than Nvidia. That’s why thousands of people queued up for hours in advance to hear the latest and greatest vision and product news from the company’s leader.
Nvidia Corp. kicks off its annual GPU Technology Conference Monday in San Jose. After five years of being virtual, the nearly weeklong event returns to an in-person format, and the timing could not be better. This is arguably the most important GTC in history. What started as a vendor-specific show attended by gamers and data scientists exploded into the world’s largest artificial intelligence-centric industry event.
Thanksgiving has passed in the U.S., so it’s on to the December holiday season — but before we can deck the halls and jingle some bells, an important event is coming up: AWS re:Invent 2023. This upcoming week, an estimated 60,000-plus people will descend upon Las Vegas to check out the latest and greatest from the cloud computing leader.