The latest top 500 list shows that Nvidia power 342 of the world’s top 500 supercomputers, including 70 percent of all new systems and eight of the top 10. The company has been extending its leadership in supercomputing. The news follows the launch by Amazon Web Services and Google Cloud general availability in prior quarters. The company claims it to be the fastest public cloud supercomputer. This quarter, Microsoft Azure recently announced the availability of Azure ND A100 v4 Cloud GPU which is powered by NVIDIA A100 Tensor Core GPUs. One year later and the Ampere architecture is becoming one of the best-selling GPU architectures in the company’s history. It is also getting adopted by several supercomputing centers, including the National Energy Research Scientific Computing Center and the Jülich Supercomputing Centre in Germany and Argonne National Laboratory. The A100 offers the largest leap in performance to date over the past 8 generations.Īt the onset, the A100 was deployed by the world’s leading cloud service providers and system builders, including Alibaba cloud, Amazon Web Services, Baidu Cloud, Dell Technologies, Google Cloud platform, HPE and Microsoft Azure, among others. The result is a 20x performance boost from a multi-instance GPU that allows many GPUs to look like one GPU. This allows Nvidia a competitive advantage by offering both training and inferencing. The A100 GPUs are able to unify training and inference on a single chip, whereas in the past Nvidia’s GPUs were mainly used for training. Last year, Nvidia released the Ampere architecture and A100 GPU as an upgrade from the Volta architecture. There is a chance Nvidia reflects data center growth as soon as 2020-2021.” -published August 2019, Premium I/O Fund
“Nvidia’s acceleration may happen one or two years earlier as they are the core piece in the stack that is required for the computing power for the front-runners referenced in the graph above. Nvidia Not Standing Still with Ampere Architecture and A100 GPU We are also bullish on the Metaverse with Nvidia specifically but will leave that for a separate analysis in the coming month.
These are some of the near-term stepping stones that will help sustain Nvidia’s price in the coming year. I/O Fundīelow, we discuss the Ampere architecture and A100 GPUs, the Enterprise AI Suite and an update on the Arm acquisition. Although Nvidia’s stock is doing very well this year, this has been a fairly contrarian stance in.
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