Nvidia announced this Tuesday, 2, a series of new partnerships that reinforced the company’s perception of advancement amid growing competition from Google’s artificial intelligence (AI) hardware. The announcements increased attention on the company’s ability to sustain its leadership in data centers and industrial applications, even in the face of pressure from alternatives developed by large competitors.
In recent months, concerns about possible loss of share for Google’s Tensor Processing Units have fueled doubts in the market. Seeking to dispel this fear, chief financial officer Colette Kress stated, during the UBS Global Technology and AI Conference, that Nvidia sees no signs of weakening its position. According to her, customers remain loyal to the company’s ecosystem and “most of the new AI chips we are shipping are adding capacity in data centers, not replacing the installed base”. Kress highlighted that the most recent projects involve entirely new construction, both in the United States and in other countries.
The additional boost came from the announcement that Nvidia will invest US$2 billion in Synopsys, the largest provider of electronic design automation software, a move that could expand the use of the company’s GPUs in areas such as automotive, aerospace and industrial. Analysts have pointed out that just as Nvidia transformed scientific computing by replacing CPUs with GPUs over the last decade, the partnership could trigger a similar shift in industrial design within a few years.
The company also expanded its collaboration with Hewlett Packard Enterprise, which will open a laboratory in France for testing workloads in infrastructure located in the European Union. Furthermore, Japanese manufacturer Fanuc said it will integrate Nvidia technology into robots capable of responding to voice commands, while European company Mistral presented its new generation of AI models, all trained with Hopper chips. Source: Dow Jones Newswires
*Content translated with the help of Artificial Intelligence, reviewed and edited by the Broadcast editorial team, Grupo Estado’s real-time news system
