![]() At first, NVIDIA's focus was on graphics cards and advanced graphics. I was one of the analysts invited to meet with Jensen and NVIDIA founders just after it launched. This new service includes access to NVIDIA AI Enterprise, a software suite of additional frameworks, pre-trained models, and tools to help a company deploy AI more effectively. They combine NVIDIA's DGX supercomputers and AI software through a web browser hosted by cloud providers. ![]() And it accelerates the data science pipeline and streamlines the development and deployment of predictive AI models.īeyond giving NVIDIA new recurring revenue, what is most significant is that the DGX cloud as a service will provide enterprises quick access to tools and infrastructure needed to train deep learning models. It provides enterprise-grade support services when using NVIDIA platforms in the cloud. It supports multiple deployment options, such as on-premise, hybrid cloud, or multi-cloud. This service would allow any company to deploy AI functionality and capabilities for whatever they offer. Now, with their DGX cloud and AI Enterprise solutions, they have an additional business service that delivers recurring revenue and, in the process, provides a supercomputer as a service to deliver AI to any business. It was fine-tuned to produce incredible results, and it was all of that that came together in a flashpoint and because it went around the world literally instantaneously, the ripples, the reverberation around it from every industry, happened very quickly." It's not as if transformers weren't developing and getting larger and larger, and it wasn't as if the innovation wasn't done in plain sight, but it was the ChatGPT moment when it all came together. Almost immediately after the ripples of ChatGPT around the world, cloud service providers and software vendors in all these different industries started to ask the question, what does it mean to them? The combination of both of those things, and they were both independently surprising I guess, but it happened very fast. Huang stated, "I think we were all surprised by how effective ChatGPT was in both its ease of use as well as incredible capability. ![]() After Jensen Huang's keynote, Ben Thompson of Stratechery interviewed Mr.
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