Nvidia · TechCrunch AI
Nvidia’s AI advantage is moving beyond the GPU
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Before this week, the dominant story about Nvidia went something like this: For the first few years of the AI boom, Nvidia was the only source for state-of-the-art GPUs, which became immensely profitable as the industry scaled out.
Key facts
- We saw upwards of 3x improvement in these operations, where the Vera CPU is allowing for acceleration,” Hardy said
- The Vera CPU in particular is focused on the problem of orchestrating data
- As AI’s compute grows into the gigawatt scale, orchestration has become an increasingly complex task
- Like the Rubin GPU itself, they’re extremely specialized systems, but instead of churning through tokens, they’re making sure everything outside the GPU works as efficiently as possible
Summary
It’s a compelling story, and mostly true. A new narrative has taken shape since the company’s earnings on Wednesday and investors are starting to realize that Nvidia’s advantage goes far beyond GPUs. For all the talk of compute as a commodity, it’s still incredibly difficult to operate a megascale data center at peak efficiency, and as deployments get bigger and faster, that challenge is only growing. You can see some of this by looking at the details of what Nvidia is selling.