Nvidia

396 stories

Nvidia is a US chip company that designs GPUs and AI computing platforms, and its CUDA software stack is widely used to train and run AI models. Recent coverage has centered on its stock and valuation: Apple overtook Nvidia as the world's most valuable company on Oct. 30, and Nvidia shares fell as much as 5.3% that day, with FQ2 revenue of $96 billion, up 106% year over year. Nvidia also plans a $1 billion investment in Naver for a 4.54% stake.

d-Matrix adopts NVIDIA NVLink Fusion for XPU racks

Inference chipmaker d-Matrix will use NVIDIA NVLink Fusion to connect its Raptor XPUs to NVIDIA’s AI platform and MGX rack architecture, easing rack-scale deployment. NVLink Fusion claims 3x lower XPU-to-XPU latency versus Ethernet, 10x higher packet rates, and 3 TB/s per XPU all-to-all bandwidth.

NVIDIA Blog ·

Nvidia and Palantir team up on AI supply chains

Nvidia and Palantir are partnering to apply AI to supply-chain management, starting with Nvidia’s multi-million-part internal supply chain. Palantir integrates open Nemotron models into Foundry for fine-tuning, while Nvidia’s cuOpt handles scenario planning and optimization; deployments can run on-premises or in cloud via a Sovereign AI OS reference architecture.

The Decoder ·
That is everything