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Distributed compute needs to be deployed with speed, scale, and sovereignty. Dan Wright joined Bloomberg Technology this week to talk about Galleon Forge One, our Series B, and the infrastructure buildout required to meet growing demand for inference, fine-tuning, and distributed model deployment at scale. The next wave of...

934,749 görüntüleme • 2 ay önce •via X (Twitter)

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NVIDIA is about to grow a new moat that has the potential to be the company’s most impenetrable moat yet: The Compute Futures Market One of the reasons why there’s so much demand for U.S. T-bills is because the market for them is incredibly deep, and large pools of capital can come in and out freely without much disturbance. That attribute is attractive, which leads to more demand for T-bills Liquidity begets liquidity Another example is what Bill Ackman is describing in the attached clip - the more valuable a company becomes, the easier it is for said company to raise capital to fund expansion, which in of itself is virtuous and valuable The same concept is going to apply to compute, and in some ways- it already is. NVIDIA GPUs are already the most financeable (in many cases the only financeable) form of compute for various parties to deploy in their data centers. But the introduction of a forward curve that facilitates financial expression like hedging takes that concept to a different level Companies who consume compute (structurally short compute) will want to be able to hedge their input costs, and companies who produce compute (structurally long compute) will want to be able to hedge their output price. The market will coalesce even more around the deepest / most liquid pools to facilitate this - which will be NVIDIA based futures (WTI Crude) This liquidity itself will become part of the value of purchasing NVIDIA equipment, it will be part of the justification to pay the “Nvidia tax”. And when the liquidity reaches a certain depth, it will be almost impossible to break - because to break it would involve coordinating between massive amounts of misaligned parties- impossible So NVIDIA, by no additional virtue or effort of their own will likely absorb another massive structural advantage that may be the most difficult advantage to overcome for any competitor out of anything that has been built so far. The rich really do get richer.

Nick Dorsey

33,944 görüntüleme • 15 gün önce

If intelligence is the log of compute… it starts with a lot of compute! And that’s why we’re scaling our GPU fleet faster than anyone else. Just last year, we added over 2 gigawatts of new capacity – roughly the output of 2 nuclear power plants. And today we’re going further, announcing the world's most powerful AI datacenter, located in southeastern Wisconsin. Fairwater is a seamless cluster of hundreds of thousands of NVIDIA GB200s, connected by enough fiber to circle the Earth 4.5 times. It will deliver 10x the performance of the world’s fastest supercomputer today, enabling AI training and inference workloads at a level never before seen. For AI training workloads, you need compute at exponential scale. That’s why we designed the datacenter, GPU fleet, and network together as one integrated system. This ensures a single job can run from day 1 at exponential scale across thousands of GPUs. Fairwater uses a liquid-cooled closed-loop system for cooling GPUs that requires zero water for operations after construction. And we’re matching all of the energy that is consumed with renewable sources. And of course, it is just one of several similar sites we’re lighting up across our 70+ regions. We have multiple identical Fairwater datacenters under construction in other locations across the US, in addition to our AI infrastructure already deployed in over 100 datacenters around the world, powering model training, test-time compute, RL tuning, and real-time inference at global scale. Too often during times like this, people go with the current and only later wonder, how did we get here? With Fairwater, we're charting a new path: doing the hard engineering work, bringing compute, network, and storage into one highly scaled cluster, and designing closed-loop energy systems to meet real-world computing needs. And partnering with local communities to ensure it's thoughtfully done in a way that is sustainable, creates new jobs, and expands opportunity. We are thrilled to see this take hold in Wisconsin, and we are just getting started.

Satya Nadella

2,022,693 görüntüleme • 10 ay önce

#WATCH | Delhi: At the #IndiaAIImpactSummit2026, Chairman & Managing Director of Reliance Industries Limited, Mukesh Ambani, says, "Today, on behalf of the Reliance Group and Jio Intelligence, I want to make three announcements. Announcement one, Jio connected India to the internet era. Jio will now connect India to the intelligence era. We will deliver intelligence to every citizen, every sector of the economy, and every facet of social development and every service of government. Jio will do so with the same reliability, quality, scale, and extreme affordability that transformed connectivity. India cannot afford to rent intelligence. Therefore, we will reduce the cost of intelligence as dramatically as we did the cost of data... Announcement 2, Jio, together with Reliance, will invest 10 lakh crores over the next seven years, starting this year... Announcement 3, Jio Intelligence will build India's sovereign compute infrastructure through three bold initiatives. One, gigawatt-scale data centres. We already started construction on multi-gigawatt AI-ready data centres at Jamnagar. Over 120 megawatts will come online in the second half of 2026 this year and a clear path to gigawatt-scale compute for training and large scale inference. Two, our green energy advantage. We have an in-house energy advantage with up to 10 gigawatts of ready green power surplus anchored by solar in both Kutch and Andhra Pradesh. Three, a nationwide edge compute, an edge compute layer deeply integrated with Jio's network will make intelligence responsive, low latency, and affordable close to where Indians live, learn, and work..." (Source: India AI)

ANI

82,266 görüntüleme • 5 ay önce