The skyrocketing participation of enterprises in the AI tailwind 🤖 In the latest #BreakingAnalysis, David Vellante dissects key #AIinfra findings from the recently concluded NVIDIA #GTC event, and discusses how industry leaders are actively benefiting. “Companies like Ansys, Cadence Design Systems, Synopsys Inc, Dell Technologies, Micron Technology, IBM, Supermicro, Pure Storage, VAST Data, ServiceNow, CrowdStrike, Arm, UiPath, Lam Research, and many others are benefiting from the froth around AI generally in GTC 2024 specifically. Here, we show the recent movement post-GTC for Ansys, Cadence, Synopsys, and Dell. You can see they all moved up nicely,” says Vellante while showing data on the PPT slide. “We believe it's a combination of the GTC froth and strong fundamentals, including demand outstripping supply for these companies… In the case of Dell, the company's supply chain leverage is putting it in a very good position to secure #GPU supply. Its execution is throwing off cash that it's returning to investors in the form of dividends and stock buybacks, as well it's benefiting from this AI tailwind,” he adds. Get weekly analysis and exclusive insights with #theCUBE’s newsletter: https://lnkd.in/gSk3g77C #theCUBE #theCUBEresearch #AI
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Good analysis from one of the best !
Breaking Analysis: NVIDIA, Broadcom and the expanding breadth of AI momentum We attended both NVIDIA GTC and Broadcom’s investor day this week where the AI platform shift was on full display. In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Job’s iPod and iPhone launches. The event was not the largest but, in our opinion, it was the most significant in terms of its reach, vision, ecosystem impact and broad-based recognition that the AI era will permanently change the world. Meanwhile, Broadcom’s first investor day underscored both the importance of the AI era and the highly differentiated strategies and paths that NVIDIA and Broadcom are each taking. We believe NVIDIA and Broadcom are currently the two best positioned companies to capitalize on the AI wave and will each dominate their respective markets for the better part of a decade. But importantly, we see them each as enablers of a broader ecosystem that collectively will create more value than either of these firms will in and of themselves. In this Breaking Analysis we share our perspectives on the state of #AI and how NVIDIA and Broadcom are each leading the way with dramatically different but overlapping strategies that may be headed for an eventual collision course. With data from ETR (Enterprise Technology Research) on the macro and commentary on how AI momentum is broadening beyond the #Mag7 to companies like Ansys Synopsys Inc Cadence Design Systems Dell Technologies & others. We also use examples of Cisco & Snowflake, two companies we see as positioned to capitalize on AI but are facing other headwinds. And we discuss what the broadening of the AI trade means for the future. Thanks to Melissa (Mel) Beck - Ruby for the great content program at #GTC24 and to Charlie Kawwas Jas Tremblay, Ji Yoo & Vijay Nagarajan for inviting us to Broadcom Investor Day; and Viki Paige & Joan Stone for hosting John Furrier and me. https://lnkd.in/ekWemxgN
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David Vellante, Thank you for sharing your insights on the AI momentum and the events at NVIDIA GTC and Broadcom's investor day. It's fascinating to see how the AI platform shift is shaping the technology industry. I agree with your view that GTC24 was a significant event, surpassing even Steve Jobs' iconic product launches. The recognition of the AI era's potential to permanently change the world is indeed profound. It's interesting to note that NVIDIA and Broadcom are leading the way in capitalizing on the AI wave, each with their unique strategies. I agree that they are both well-positioned to dominate their respective markets for years to come. However, it's crucial to acknowledge that their impact goes beyond their individual success, as they serve as enablers of a broader ecosystem. I appreciate your mention of other companies like Ansys Synopsys Inc, Cadence Design Systems, Dell Technologies, Cisco, and Snowflake that are also poised to capitalize on AI but face additional challenges.
Breaking Analysis: NVIDIA, Broadcom and the expanding breadth of AI momentum We attended both NVIDIA GTC and Broadcom’s investor day this week where the AI platform shift was on full display. In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Job’s iPod and iPhone launches. The event was not the largest but, in our opinion, it was the most significant in terms of its reach, vision, ecosystem impact and broad-based recognition that the AI era will permanently change the world. Meanwhile, Broadcom’s first investor day underscored both the importance of the AI era and the highly differentiated strategies and paths that NVIDIA and Broadcom are each taking. We believe NVIDIA and Broadcom are currently the two best positioned companies to capitalize on the AI wave and will each dominate their respective markets for the better part of a decade. But importantly, we see them each as enablers of a broader ecosystem that collectively will create more value than either of these firms will in and of themselves. In this Breaking Analysis we share our perspectives on the state of #AI and how NVIDIA and Broadcom are each leading the way with dramatically different but overlapping strategies that may be headed for an eventual collision course. With data from ETR (Enterprise Technology Research) on the macro and commentary on how AI momentum is broadening beyond the #Mag7 to companies like Ansys Synopsys Inc Cadence Design Systems Dell Technologies & others. We also use examples of Cisco & Snowflake, two companies we see as positioned to capitalize on AI but are facing other headwinds. And we discuss what the broadening of the AI trade means for the future. Thanks to Melissa (Mel) Beck - Ruby for the great content program at #GTC24 and to Charlie Kawwas Jas Tremblay, Ji Yoo & Vijay Nagarajan for inviting us to Broadcom Investor Day; and Viki Paige & Joan Stone for hosting John Furrier and me. https://lnkd.in/ekWemxgN
Breaking Analysis: NVIDIA, Broadcom and the expanding breadth of AI momentum - theCUBE Research
thecuberesearch.com
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Breaking Analysis: NVIDIA, Broadcom and the expanding breadth of AI momentum We attended both NVIDIA GTC and Broadcom’s investor day this week where the AI platform shift was on full display. In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Job’s iPod and iPhone launches. The event was not the largest but, in our opinion, it was the most significant in terms of its reach, vision, ecosystem impact and broad-based recognition that the AI era will permanently change the world. Meanwhile, Broadcom’s first investor day underscored both the importance of the AI era and the highly differentiated strategies and paths that NVIDIA and Broadcom are each taking. We believe NVIDIA and Broadcom are currently the two best positioned companies to capitalize on the AI wave and will each dominate their respective markets for the better part of a decade. But importantly, we see them each as enablers of a broader ecosystem that collectively will create more value than either of these firms will in and of themselves. In this Breaking Analysis we share our perspectives on the state of #AI and how NVIDIA and Broadcom are each leading the way with dramatically different but overlapping strategies that may be headed for an eventual collision course. With data from ETR (Enterprise Technology Research) on the macro and commentary on how AI momentum is broadening beyond the #Mag7 to companies like Ansys Synopsys Inc Cadence Design Systems Dell Technologies & others. We also use examples of Cisco & Snowflake, two companies we see as positioned to capitalize on AI but are facing other headwinds. And we discuss what the broadening of the AI trade means for the future. Thanks to Melissa (Mel) Beck - Ruby for the great content program at #GTC24 and to Charlie Kawwas Jas Tremblay, Ji Yoo & Vijay Nagarajan for inviting us to Broadcom Investor Day; and Viki Paige & Joan Stone for hosting John Furrier and me. https://lnkd.in/ekWemxgN
Breaking Analysis: NVIDIA, Broadcom and the expanding breadth of AI momentum - theCUBE Research
thecuberesearch.com
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If you are interested in AI, think it’s the future or want to know more why these two companies are leaders in the space, this is a fantastic read.
Breaking Analysis: NVIDIA, Broadcom and the expanding breadth of AI momentum We attended both NVIDIA GTC and Broadcom’s investor day this week where the AI platform shift was on full display. In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Job’s iPod and iPhone launches. The event was not the largest but, in our opinion, it was the most significant in terms of its reach, vision, ecosystem impact and broad-based recognition that the AI era will permanently change the world. Meanwhile, Broadcom’s first investor day underscored both the importance of the AI era and the highly differentiated strategies and paths that NVIDIA and Broadcom are each taking. We believe NVIDIA and Broadcom are currently the two best positioned companies to capitalize on the AI wave and will each dominate their respective markets for the better part of a decade. But importantly, we see them each as enablers of a broader ecosystem that collectively will create more value than either of these firms will in and of themselves. In this Breaking Analysis we share our perspectives on the state of #AI and how NVIDIA and Broadcom are each leading the way with dramatically different but overlapping strategies that may be headed for an eventual collision course. With data from ETR (Enterprise Technology Research) on the macro and commentary on how AI momentum is broadening beyond the #Mag7 to companies like Ansys Synopsys Inc Cadence Design Systems Dell Technologies & others. We also use examples of Cisco & Snowflake, two companies we see as positioned to capitalize on AI but are facing other headwinds. And we discuss what the broadening of the AI trade means for the future. Thanks to Melissa (Mel) Beck - Ruby for the great content program at #GTC24 and to Charlie Kawwas Jas Tremblay, Ji Yoo & Vijay Nagarajan for inviting us to Broadcom Investor Day; and Viki Paige & Joan Stone for hosting John Furrier and me. https://lnkd.in/ekWemxgN
Breaking Analysis: NVIDIA, Broadcom and the expanding breadth of AI momentum - theCUBE Research
thecuberesearch.com
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Board Member | Global Managing Partner, Edge & AI – Innovations make complex things look simple
What a busy week at #DellTechnologiesWorld, meeting with existing and potential customers and partners, listening to great keynotes, and thinking about future innovations. Let me know what you think of my observations: - #Innovation is like a Venturi effect: it's accelerating and will keep getting faster and faster, so buckle up and get on board now! - #AI, and more specifically #LLM (Large Language Model) and #RAG (Retrieval-Augmented Generation) models, is becoming more and more accessible. I was pleased to see many solution drafts making #data more accessible to the end user. The #next challenge to solve will be the limited bandwidth between humans and machines. - Last year, 90% of the data was created inside a data center. The ratio is getting inverted, and by 2027 it is foreseen that 62% of the data will then be generated at the #edge. - Companies need to embark quickly on the #AI journey, and they will require #edge to deploy it successfully. The #vision for the company needs to come from leadership and be executed top-down. "We will eventually get there" is a great loss strategy. - Plan your business #strategy for 2 years, not 5 years anymore. Compare what the #technology available today was able to do 2 years ago, or last year, and put in place innovation projects to use it like it will be in 2 years. A good way to stay #competitive: imagine the company that will become your competitor, plan and execute to become this company. - Dell Technologies announced the new PowerEdge XE9680, an #AI powerhouse for the #edge. Up to 112 CPU cores and 8x H100 80GB GPUs. This is great for training and inferencing on models on-site, ensuring #data #sovereignty. - The development of end-user computers capable of #neural #processing is democratizing the use of applied personalized large #AI models. Forget a personal assistant: #AI is finally becoming the personal accelerator I've dreamed about. - Dell #NativeEdge continues to evolve and can now benefit from the XE9680. Add Atos #SmartEdge and #SovereignAI to the mix and the world has now all the pieces of the puzzle, hardware, management, and AI platform to create #business outcomes while respecting data privacy for the enterprise.
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𝐍𝐯𝐢𝐝𝐢𝐚 𝐂𝐄𝐎'𝐬 𝐈𝐧𝐟𝐥𝐮𝐞𝐧𝐜𝐞 𝐁𝐨𝐨𝐬𝐭𝐬 𝐏𝐚𝐫𝐭𝐧𝐞𝐫 𝐒𝐭𝐨𝐜𝐤𝐬 𝐰𝐢𝐭𝐡 𝐀𝐈 𝐅𝐨𝐜𝐮𝐬 Nvidia CEO Jensen Huang's recent keynote didn't significantly boost Nvidia's own stock but spotlighted several partner companies, leading to their stock gains. During his presentation, Huang highlighted new AI processor design, Blackwell, and its adoption by firms like Synopsys Inc., Cadence Design Systems Inc., Ansys Inc., and SAP SE for AI enhancements and services. This move underscored the increasing importance of AI in enterprise solutions and highlighted Nvidia's pivotal role in the AI technology ecosystem. #finance #news #Nvidia #AItechnology #stockmarket Source: https://lnkd.in/eYX4Fbdy
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𝑫𝒂𝒕𝒂 𝒎𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 𝒊𝒔 𝒂 𝒔𝒊𝒈𝒏𝒊𝒇𝒊𝒄𝒂𝒏𝒕 𝒄𝒉𝒂𝒍𝒍𝒆𝒏𝒈𝒆 𝒇𝒐𝒓 𝒕𝒉𝒆 𝒄𝒉𝒊𝒑 𝒊𝒏𝒅𝒖𝒔𝒕𝒓𝒚 𝒅𝒖𝒆 𝒕𝒐 𝒕𝒉𝒆 𝒈𝒓𝒐𝒘𝒊𝒏𝒈 𝒗𝒐𝒍𝒖𝒎𝒆 𝒐𝒇 𝒅𝒂𝒕𝒂 𝒄𝒐𝒍𝒍𝒆𝒄𝒕𝒆𝒅 𝒅𝒖𝒓𝒊𝒏𝒈 𝒅𝒆𝒔𝒊𝒈𝒏 𝒂𝒏𝒅 𝒎𝒂𝒏𝒖𝒇𝒂𝒄𝒕𝒖𝒓𝒊𝒏𝒈. 𝑹𝒊𝒔𝒊𝒏𝒈 𝒅𝒆𝒔𝒊𝒈𝒏 𝒄𝒐𝒎𝒑𝒍𝒆𝒙𝒊𝒕𝒚, 𝒄𝒖𝒔𝒕𝒐𝒎𝒊𝒛𝒆𝒅 𝒅𝒆𝒔𝒊𝒈𝒏𝒔, 𝒂𝒏𝒅 𝒄𝒉𝒊𝒑𝒍𝒆𝒕𝒔 𝒇𝒓𝒐𝒎 𝒅𝒊𝒇𝒇𝒆𝒓𝒆𝒏𝒕 𝒑𝒓𝒐𝒄𝒆𝒔𝒔𝒆𝒔 𝒂𝒅𝒅 𝒕𝒐 𝒕𝒉𝒆 𝒄𝒐𝒎𝒑𝒍𝒆𝒙𝒊𝒕𝒚. 𝑨𝑰/𝑴𝑳 𝒕𝒐𝒐𝒍𝒔 𝒂𝒓𝒆 𝒊𝒏𝒄𝒓𝒆𝒂𝒔𝒊𝒏𝒈𝒍𝒚 𝒖𝒔𝒆𝒅 𝒕𝒐 𝒊𝒅𝒆𝒏𝒕𝒊𝒇𝒚 𝒑𝒂𝒕𝒕𝒆𝒓𝒏𝒔 𝒂𝒏𝒅 𝒂𝒏𝒐𝒎𝒂𝒍𝒊𝒆𝒔 𝒊𝒏 𝒍𝒂𝒓𝒈𝒆 𝒅𝒂𝒕𝒂 𝒔𝒆𝒕𝒔, 𝒃𝒖𝒕 𝒊𝒏𝒗𝒆𝒔𝒕𝒊𝒏𝒈 𝒘𝒊𝒔𝒆𝒍𝒚 𝒓𝒆𝒎𝒂𝒊𝒏𝒔 𝒂 𝒄𝒉𝒂𝒍𝒍𝒆𝒏𝒈𝒆. 𝐊𝐞𝐲𝐬𝐢𝐠𝐡𝐭 𝐚𝐭 𝐃𝐀𝐂 2024 𝐄𝐧𝐠𝐢𝐧𝐞𝐞𝐫𝐢𝐧𝐠 𝐋𝐢𝐟𝐞𝐜𝐲𝐜𝐥𝐞 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 (𝐄𝐋𝐌)): Keysight’s booth (#1501) showcases solutions that handle complex semiconductor design requirements. Their new ELM solution transforms chaos into intelligence, addressing data management challenges. 𝐑𝐅/𝐮𝐖 𝐃𝐞𝐬𝐢𝐠𝐧 𝐚𝐧𝐝 𝐒𝐢𝐦𝐮𝐥𝐚𝐭𝐢𝐨𝐧: Keysight focuses on RF and high-speed digital design, offering tools for pre-silicon security validation. 𝐇𝐏𝐂 𝐚𝐧𝐝 𝐖𝐨𝐫𝐤𝐟𝐥𝐨𝐰 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧: Attendees can explore how Keysight optimizes workflows using AI and digital continuity. 𝓓𝓸𝓷'𝓽 𝓯𝓸𝓻𝓰𝓮𝓽 𝓽𝓸 𝓼𝓪𝓿𝓮 𝓽𝓱𝓮 𝓭𝓪𝓽𝓮 𝓯𝓸𝓻 𝓽𝓱𝓲𝓼 𝓴𝓮𝔂𝓷𝓸𝓽𝓮 𝓹𝓻𝓮𝓼𝓮𝓷𝓽𝓪𝓽𝓲𝓸𝓷 ! 𝐒𝐊𝐘𝐓𝐚𝐥𝐤: New EDA Methodologies Transforming ELM3 On June 25, learn about AI’s role, heterogeneous circuits, and digital continuity in modernizing workflows and enhancing the design process. Visit Keysight’s booth booth #1501 to discover industry-leading solutions and gain insights into data management for AMS and digital IC designers!
AI For Data Management https://lnkd.in/gZyPkzjx Data management is becoming a significant new challenge for the chip industry, as well as a brand new opportunity, as the amount of data collected at every step of design through manufacturing continues to grow. By Adam Kovac. #AI #datamanagement #EDA #chipdesign #verification Rob Knoth Cadence Design Systems Tony Chan Carusone Alphawave Semi Darron May Siemens Digital Industries Software Jim Schultz Synopsys Inc Simon Rance Keysight Technologies Gina Jacobs Arteris
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AGI (Artificial General Intelligence) will likely arrive sooner than we are anticipating. TSMC, a leading semiconductor manufacturer, is forecasting a remarkable 1000-fold improvement in GPU performance per watt over the next 15 years. Coupled with the rapid algorithmic advancements we're witnessing on a weekly basis, it's not unreasonable to anticipate a staggering 100,000 to 1,000,000-fold increase in AI performance per dollar within the next decade and a half. Such an unprecedented surge in AI performance could revolutionize virtually every sector, from scientific research and healthcare to finance and transportation. It underscores the pressing need for businesses, governments, and society as a whole to prepare for the profound impact of this technological revolution. #AGI
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Learn how to build #GenAI models from scratch with Accenture and Intel. #IAmIntel Check out the webinar: https://intel.ly/45Eploc
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We are excited to announce the launch of our latest product release for 𝗫𝗲𝗹𝗲𝗿𝗮 𝗦𝗶𝗹𝘃𝗮 - a release developed in strategic partnership with Blackcore Technologies. Our collaboration with Blackcore Technologies has allowed us to leverage synergies and push the boundaries of what our solutions can achieve. The new release marks a significant milestone in our journey to innovate and enhance our technological offerings. It delivers the fastest AI inference for 𝗫𝗚𝗕𝗼𝗼𝘀𝘁, 𝗟𝗶𝗴𝗵𝘁𝗚𝗕𝗠, and 𝗖𝗮𝘁𝗕𝗼𝗼𝘀𝘁 models, providing unprecedented performance and revolutionizing industries requiring ultra-low latency solutions. 𝗞𝗲𝘆 𝗙𝗮𝗰𝘁𝘀: ♦ 1.36 - 1.66 μs XGBoost / LightGBM / CatBoost inference round-trip latency (access from C++ API) ♦ Concurrent execution of multiple models on a single accelerator ♦ Two inference accelerator modes customized to your needs ♦ Easy integration with existing hardware via FPGA IP Core or software APIs 🚀 Elevate your AI capabilities with 𝗫𝗲𝗹𝗲𝗿𝗮 𝗦𝗶𝗹𝘃𝗮. Learn more about how our technology can empower your business! #XeleraTechnologies #BlackcoreTechnologies #Innovation #AI #MachineLearning #productrelease
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