So, what will be the role OEMs and ODMs play in a world where NVIDIA designs and delivers complete systems, sans memory, sheet metal, fans, IO and power supplies? NVIDIA is extending its HGX model to ensure these important channel partners do not get left out. At Computex, NVIDIA announced new Grace-Hopper reference designs to enable fast time-to-market when Grace appears in volume in early 2023.
NVIDIA is clearly intent on regaining its crown, lost at ORNL, with Grace-Hopper integrated systems. Having previously announced CSC’s ALPS Grace-based system with 20 Exaflops of AI performance, NVIDIA announced “VENADO” at ISC, a 10 Exaflop system using the Grace-Hopper Superchip to be installed at Los Alamos National Labs.
NVIDIA is well on its way to transform the company from a provider of high performance GPUs to a designer of high performance data centers for HPC and AI. This weeks announcements should alleviate any concerns customers may have that their trusted infrastructure providers would be relegated to a lower class of technology. We still await full performance data at scale for Grace-Hopper systems, but we are likely to get a glimpse of more data at the annual SuperComputing conference in November.
Equally important is the monetization of NVIDIA’s software arsenal in both AI and metaverse. The company highlighted a few factors here in the earnings call last week, pointing to software as a catalyst for increasing margins and revenue, projecting $150B in market potential for Digital Twins.
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