NVIDIA MGX Is Actual; The Different Headlines Written By A Hallucinating AI?
Welcome to a wierd new world, at the very least based on the headlines popping up in all places that NVIDIA is the primary chipmaker to be valued at a trillion {dollars}. Ignore the truth that the sharp spike within the GPU corporations inventory value is pushed by the present AI craze and parse the remainder. NVIDIA doesn’t have any fabs, their chips are at present made by TSMC and have been fabbed at a number of different corporations over time so to name NVIDIA a chip maker is a weird assertion. As to NVIDIA’s trillion greenback value, that’s solely correct in case you are speaking particularly about market cap, one thing with no bearing on actuality in any respect.
What does replicate actuality is that NVIDIA made $7.19 billion in whole income this quarter, whereas Intel made $11.7 billion and that displays a horrific quarter for Intel and a greater than anticipated quarter for NVIDIA. There isn’t any approach for NVIDIA to scale up it’s manufacturing to come back anyplace near what the market cap suggests, they don’t have the folks and extra importantly TSMC doesn’t have the house on it’s manufacturing strains to make that many chips for NVIDA.
The new NVIDIA MGX open sever spec alternatively could be very actual and may very well be highly regarded within the close to future. The present designs for server chassis have been designed a few years in the past and have been constructed for chips each bigger and fewer energy hungry than in the present day’s silicon. The design additionally couldn’t consider HPC playing cards, seeing as how they didn’t exist. NVIDIA has stepped up with an answer, a modular design for racked servers which is designed particularly to deal with massive quantities of HPC {hardware}. The modular design will make it far inexpensive to construct, whereas providing all kinds of designs to accommodate the particular {hardware} that can must be cooled and powered.
Considering that ASRock Rack, ASUS, GIGABYTE, Pegatron, QCT and Supermicro have all signed on with NVIDIA MGX and will likely be producing chassis for purchasers later this yr. It will likely be good to see some new designs mounted on racks within the server room, the outdated designs are getting very dated.
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