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Nvidia is gearing up to sell servers instead of just GPUs and components

tomshardware.com

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Re: Nvidia is gearing up to sell servers instead of just GPUs and components

#41

Post by Kye »

SV_BubbleTime wrote: post #39
nijave wrote: post #36

I talked to someone at Nvidia ~2019 or ~2020 and their plan at the time was to completely vertically integrate and sell compute as a service via their own managed data centers with their own software, drivers, firmware, and hardware so this seems like just another incremental step in that direction.

In 2019 or 2020 that probably seemed reasonable. Now? You would have to tell me nVidia was also building multiple nuclear power plants to get the scale to make sense.

They're invested in nuclear power. Pairing datacenters with small modular reactors is at least on the minds of all the AI companies.

Re: Nvidia is gearing up to sell servers instead of just GPUs and components

#42

Post by noir_lord »

nijave wrote: post #36

I talked to someone at Nvidia ~2019 or ~2020 and their plan at the time was to completely vertically integrate and sell compute as a service via their own managed data centers with their own software, drivers, firmware, and hardware so this seems like just another incremental step in that direction.

That's one way to arrive at an IBM Mainframe like model I guess.

It'll work until you can buy comparable expansion cards for open systems (if history is any guide).

Re: Nvidia is gearing up to sell servers instead of just GPUs and components

#45

Post by mrbungie »

noir_lord wrote: post #42
nijave wrote: post #36

I talked to someone at Nvidia ~2019 or ~2020 and their plan at the time was to completely vertically integrate and sell compute as a service via their own managed data centers with their own software, drivers, firmware, and hardware so this seems like just another incremental step in that direction.

That's one way to arrive at an IBM Mainframe like model I guess. It'll work until you can buy comparable expansion cards for open systems (if history is any guide).

Yep, tech is incredibly circular. Once Nvidia gets there is highly probable that "disruptive" competition will apear due to mere desire/pressure for more freedom and options (and knowing NVDA, also costs).

Re: Nvidia is gearing up to sell servers instead of just GPUs and components

#46

Post by michaelt »

nijave wrote: post #36

I talked to someone at Nvidia ~2019 or ~2020 and their plan at the time was to completely vertically integrate and sell compute as a service via their own managed data centers with their own software, drivers, firmware, and hardware so this seems like just another incremental step in that direction.

Maybe in 2019, but I find it hard to believe nvidia looks at google’s TPU business model enviously these days.

Re: Nvidia is gearing up to sell servers instead of just GPUs and components

#47

Post by Palomides »

reactordev wrote: post #18
Palomides wrote: post #14

Earlier quoted context omitted.

why? selling GPUs is way more profitable

Why sell when you can rent?

so you don't get stuck with many billions of dollars in useless GPUs and data centers when the bubble pops

Re: Nvidia is gearing up to sell servers instead of just GPUs and components

#50

Post by wmf »

thefourthchime wrote: post #30

In a sense, they already do, since they're heavily invested in CoreWeave. For those unfamiliar, CoreWeave was a crypto company that pivoted to building out data centers.

GPU "neoclouds" are a different topic than whose logo is on the server.
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