NVIDIA MGX is real. Other headlines written by hallucinatory AI?
Welcome to the strange new world. At the very least, headlines are circulating that NVIDIA is the first chipmaker to reach a $1 trillion valuation. Ignore the fact that GPU companies’ stock prices skyrocketed due to the current AI boom, and parse the rest. NVIDIA does not have a manufacturing plant. Calling NVIDIA a chip maker is an odd statement, as the company’s chips are now made by TSMC and have been made by several other companies over the years. NVIDIA’s multi-trillion dollar value is only accurate when specifically talking about market capitalization and has absolutely nothing to do with reality.
Reflecting reality, total revenue for the quarter was NVIDIA’s revenue of $7.19 billion versus Intel’s revenue of $11.7 billion, which was a terrible quarter for Intel. , reflecting a better-than-expected quarter for NVIDIA. There is no way for NVIDIA to scale production closer to what the market cap suggests. NVIDIA doesn’t have people. And more importantly, TSMC doesn’t have the production line space for him to make that many chips for NVIDIA. .
On the other hand, the new NVIDIA MGX Open Server specs are very real and could become very popular in the near future. The current design of server chassis was designed many years ago and built for chips that are larger and consume less power than today’s silicon. Nor could he consider HPC cards in the design, considering that HPC cards did not exist. NVIDIA has enhanced the solution with a modular design for rack servers specifically designed to handle large amounts of his HPC hardware. The modular design significantly reduces construction costs while providing a wide range of designs for specific hardware that requires cooling and power delivery.
Considering that ASRock Rack, ASUS, GIGABYTE, Pegatron, QCT and Supermicro have all signed up with NVIDIA MGX and will be producing chassis for customers later this year. It’s great to see some new designs installed in the server room racks. Old designs are becoming very obsolete.
