Latest news with #NeMo
Yahoo
6 days ago
- Business
- Yahoo
NVIDIA's AI Factory Buildouts Double: Can Rivals Still Compete Now?
NVIDIA Corporation's NVDA AI factory business is expanding rapidly and could help the company stay ahead of its rivals. In the first quarter of fiscal 2026, NVDA reported that nearly 100 NVIDIA-powered AI factories are currently in progress, twice the number from a year ago. Each factory is also using more graphics processing units (GPUs) than before, showing strong demand for large-scale AI compute infrastructure. These AI factories use more than just NVIDIA chips. They also rely on NVIDIA's networking tools (like NVLink and Spectrum-X), software platforms (such as CUDA and NeMo) and full-stack systems. This makes it harder for customers to switch to other providers. Hence, once customers choose NVIDIA, they often stay. Governments and large enterprises across the world, including Saudi Arabia, Taiwan, the United Arab Emirates and the European Union, are working with NVIDIA to build sovereign AI infrastructure. Hyperscalers like Microsoft and Google are also expanding their use of NVIDIA's full-stack systems. Competitors may offer lower-cost hardware, but replicating NVIDIA's end-to-end solution remains a challenge. With software optimization, ongoing performance improvements and strong developer support, NVIDIA continues to strengthen its grip on the AI infrastructure market. In simple terms, NVIDIA is not just selling chips but building the foundation for the AI world with its networking and software tools. If this trend continues, it may become even harder for competitors to catch up. Two competitors, Advanced Micro Devices, Inc. AMD and Intel Corporation INTC, are also trying to grow in the AI infrastructure space, but they are far behind NVIDIA when it comes to AI factory buildouts. Advanced Micro Devices is gaining attention with its Instinct MI300X chips, which are designed for large AI workloads. Some major cloud companies like Microsoft and Meta are testing AMD's GPUs. However, Advanced Micro Devices does not yet offer a full-stack solution like NVIDIA. It lacks networking hardware and software tools at the same level as CUDA or NeMo. Intel is promoting its Gaudi 3 AI chips as a low-cost option for training and inference. However, Intel's AI ecosystem is still developing, and its overall AI market share remains small. It also does not offer a complete package that ties chips, software and networking together. Both companies are making progress, but NVIDIA's complete system gives it a strong lead. Shares of NVIDIA have risen around 15.1% year to date against the Zacks Computer and Technology sector's gain of 4.4%. Image Source: Zacks Investment Research From a valuation standpoint, NVDA trades at a forward price-to-earnings ratio of 32.25, higher than the sector's average of 26.91. Image Source: Zacks Investment Research The Zacks Consensus Estimate for NVIDIA's fiscal 2026 and 2027 earnings implies a year-over-year increase of approximately 42.1% and 31.8%, respectively. The estimates for fiscal 2026 and fiscal 2027 have been revised upward in the past 30 days and seven days, respectively. Image Source: Zacks Investment Research NVIDIA currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intel Corporation (INTC) : Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Miami Herald
7 days ago
- Business
- Miami Herald
Veteran analyst drops bold new call on Nvidia stock
You can't talk about artificial intelligence without running into Nvidia (NVDA) . It's wild how a gaming chipmaker is now basically the face that runs the show in AI. Don't miss the move: Subscribe to TheStreet's free daily newsletter From data centers to cloud platforms, and from edge devices to the conversations shaping the future of tech, it's Nvidia all the way. Nvidia's ubiquitous GPUs are at the heart of training large language models (LLMs) and accelerating robotics, dominating the most mission-critical chips on the planet. Trillions in market cap later, Nvidia is still getting the love from Wall Street. Sure, Nvidia stock has wobbled, but a new forecast suggests there's still a ton of firepower ahead. Nvidia has effectively become the engine room of the AI frenzy. Its GPUs run roughly 90% of the world's AI data centers, and tech giants including Amazon, Microsoft, Google, and Meta continue gravitating to its silicon architectures. Moreover, its competitive edge in AI goes beyond chips. Its powerful CUDA platform, for instance, is arguably the backbone of AI software, locking in millions of developers looking to optimize their work for Nvidia chips. On the model side, tools such as TensorRT and NeMo help developers run AI systems easily and efficiently. Also, for businesses looking to avoid building massive infrastructure, Nvidia offers DGX Cloud, fully loaded AI clusters you can rent on demand. Related: Veteran Wall Street firm makes surprise call on tech stocks An AI powerhouse like CoreWeave helps run it, with analysts predicting it could be a $10 billion long-term revenue stream. Hence, this end-to-end stack allows Nvidia to dominate the AI value chain. It's also why hyperscalers shell out a ton of money on their Nvidia budgets, knowing an alternative path would fracture their entire pipeline. So it's no surprise that Nvidia stock has gone parabolic over the past few years. For context, its share price surged from $24 at the end of January 2022 to about $134.27 by December 31, 2024, an astonishing 449% gain. This breakneck surge mirrors the explosive growth of its AI-led data-center business. In the fourth quarter of FY 2022, its data center sales were at $3.3 billion. By Q4 FY 2024, though, it stood at an eye-popping $18.4 billion - a 458% jump in just a couple of years. And as we look ahead, it seems the AI buildout is just getting started. McKinsey sees global AI and data-center investment hitting $5.2 trillion by 2030, on the back of a double-digit bump in AI-ready capacity. In Q1 2025 alone, cloud infrastructure spending hit $90.9 billion, up 21% year-over-year, according to Canalys. Nvidia hogged the spotlight Wednesday after Loop Capital jacked up its price target in a big way. In setting a new Wall Street high for Nvidia, Loop Capital analyst Ananda Baruah raised his price target to $250 from $175. He feels hyperscaler and AI spending could hit $2 trillion by 2028, with Nvidia riding that wave to a $6 trillion market cap. More Tech Stock News: OpenAI's Altman slams Mark Zuckerberg, ignites dramaWall Street rallies behind Marvell Technology stock after blockbuster AI showcaseStruggling EV semiconductor company files for bankruptcy He added that Nvidia owns "critical tech" and has the pricing power to match, as hyperscaler continues to grow over time. Loop Capital's new $250 target is nothing short of extraordinary. When stacked against Wall Street's $172.60 consensus target, that implies a roughly 44% premium, towering even higher than the current "high" estimate of $220. So far this year, Nvidia stock has quietly gained nearly 10%, starting the year in the high $130s and climbing to the low $150s by late June. It has continued to crush expectations in its data-center division, with more than 70% year-over-year growth in Q1, while next-gen chip pre-orders pile up. Add in software momentum, and analysts say there is still plenty of upside remaining in this AI bellwether. Related: Circle stock goes parabolic after Capitol Hill surprise The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.
Web Release
19-06-2025
- Business
- Web Release
VAST Data Powers Smarter, Evolving AI Agents with NVIDIA Data Flywheel
VAST Data, the AI Operating System company, announced today that it is delivering a complete data and compute platform that enables AI intelligence to continuously evolve. The VAST AI OS, combined with NVIDIA AI Enterprise, which includes NeMo microservices that power a data flywheel for continuous model improvement, creates a unified environment where AI pipelines can constantly learn, adapt, and improve. This reference workflow provides a self-optimizing foundation for scalable AI, laying the groundwork for billions of intelligent agents to fine-tune and evolve from their data and experiences. This solution provides enterprises with a converged software platform for data management, database services, and AI compute orchestration. Additionally, VAST AI OS AgentEngine uniquely shares feedback by providing the critical capability to map the intricate web of agent-data interactions through production logs. This granular traceability allows the flywheel to dissect these multi-step interactions, accurately identifying which specific elements require adjustment to enhance outcomes, accelerating model performance and accuracy at scale. 'AI-powered businesses need thinking machines designed for a future where billions of AI agents learn from their own experiences, fine-tune in real time, and create new possibilities through collaboration,' said Jeff Denworth, Co-Founder of VAST Data. 'By unifying NVIDIA's AI software and hardware technologies within the core of the VAST AI Operating System, we are giving customers the foundation to operationalize continuous improvements in AI intelligence at scale, with the security, governance, and service delivery tools required to manage these intelligent agents and the data they rely upon.' As AI moves from isolated projects to always-on infrastructure, businesses need systems that evolve in real time with every data point while addressing new security and governance challenges around fine-tuned models, agent interactions, and decentralized data pipelines. This collaboration makes it possible to run continuous, automated AI pipelines – from ingestion to inference to retraining – all managed within the VAST AI Operating System. Among the first to embrace this strategy is CACEIS, one of Europe's largest asset servicing firms. In collaboration with VAST and NVIDIA, CACEIS is exploring a real-time AI platform concept designed to securely capture, transcribe, and analyze 100% of client meetings. The vision is for the system to instantly generate meeting minutes, surface actionable insights, and deliver anonymized trend data — all seamlessly integrated into their sovereign CRM. With an end-to-end security model at its foundation, the platform is being designed to safeguard client privacy and data integrity while continuously evolving through every interaction. 'AI will be a game-changer, highlighting trends in current needs by analysing meeting reports so we can better serve clients,' said Arnaud Misset, Chief Digital Officer, CACEIS. Using VAST's AgentEngine that leverages the NVIDIA AI-Q Blueprint, CACEIS is developing a platform proof of concept that would enable AI agents to assist relationship managers in real time and help uncover new business opportunities. Built by NVIDIA NeMo microservices and the NVIDIA data flywheel blueprint, the envisioned CACEIS AI factory would continuously capture data and insights from every customer interaction. These feedback loops are intended to drive ongoing model refinement and training, allowing the system to improve and adapt with each meeting. As AI agents learn from one another and from human counterparts, this concept sets the stage for new ideas, collective intelligence, and enterprise-wide knowledge sharing to take shape. This capability was showcased during NVIDIA's Kari Briski's presentation at GTC Europe in Paris. Watch the demo replay here. This collaboration signals a broader shift in enterprise AI, from one-size-fits-all models to dynamic ecosystems of intelligent agents that continuously fine-tune, collaborate, and generate new ideas from their own data and interactions. Managing these agents at scale requires fine-grained security, governance, and access controls to ensure they operate safely and within defined boundaries. It also demands scalable, dynamic infrastructure capable of handling the varied and unpredictable demands of AI agents as they interact with diverse data tools and services. The VAST AI Operating System provides this real-time data infrastructure, along with compute orchestration, QoS tools that enforce fairness as different agents run within the environment, and a security framework to refine intelligence and operationalize AI innovation in a secure, scalable, and adaptive system. 'Data flywheels leverage each interaction with an AI agent to continuously improve system intelligence and value,' said Kari Briski, Vice President of Generative AI Software at NVIDIA. 'CACEIS is an exemplary pioneer with a vision of building an agentic AI data flywheel with NVIDIA and VAST to supercharge productivity for financial services in Europe.' Additional Resources: ? VAST + NVIDIA ? DEMO: AI Agents Unlocked: CACEIS Redefines Client Conversations With VAST Data and NVIDIA ? NVIDIA BLOG: Chat with Your Enterprise Data: Open-Source AI-Q NVIDIA Blueprint Puts Institutional Knowledge at Your Fingertips ? NVIDIA BLOG: Sovereign AI Agents Think Local, Act Global With NVIDIA AI Factories ? NVIDIA BLOG: Build Efficient AI Agents Through Model Distillation With NVIDIA's Data Flywheel Blueprint
Yahoo
16-06-2025
- Business
- Yahoo
Nvidia (NVDA) Teams With Novo Nordisk to Advance AI Drug Discovery
Nvidia (NVDA, Financials) said Tuesday it is partnering with Novo Nordisk to accelerate drug discovery using its generative and agentic AI tools. Warning! GuruFocus has detected 4 Warning Signs with NVDA. The collaboration will use Denmark's sovereign AI supercomputer, Gefion, operated by DCAI and powered by Nvidia's DGX SuperPOD. Novo Nordisk will deploy Nvidia's BioNeMo, NeMo and NIM platforms to support early research, clinical development and biomedical modeling. Nvidia said the work aims to build custom AI models that help scientists identify cellular responses and develop drug-like molecules more efficiently. Novo Nordisk said the infrastructure will enable experiments at unprecedented scale. Gefion is also being used by Danish startups and health agencies to build AI care systems and unify national health data, Nvidia said. This article first appeared on GuruFocus. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
TECHx
16-06-2025
- Business
- TECHx
VAST Data Unveils AI OS to Power Evolving AI Agents
Home » Tech Value Chain » Global Brands » VAST Data Unveils AI OS to Power Evolving AI Agents VAST Data, the AI Operating System company, has announced a complete data and compute platform that enables continuous AI intelligence evolution. The VAST AI OS, integrated with NVIDIA AI Enterprise and NeMo microservices, powers a self-optimizing AI flywheel. This creates a unified environment where AI pipelines can learn, adapt, and improve at scale. The platform delivers: A converged software solution for data management, database services, and AI compute orchestration. AgentEngine, a tool offering feedback by mapping complex agent-data interactions through production logs. This approach allows enterprises to identify and adjust key performance elements, boosting model accuracy and learning speed. Jeff Denworth, Co-Founder of VAST Data, said the solution supports businesses building 'thinking machines' that fine-tune in real time and collaborate to generate new outcomes. By integrating NVIDIA's software and hardware within the VAST AI OS, the company enables customers to manage AI agents and data with security, governance, and service tools. As AI moves into real-time, always-on infrastructure, enterprises require systems that evolve with each data point while addressing security and governance for decentralized pipelines and agent interactions. This collaboration enables automated AI workflows from ingestion to inference and retraining within the VAST AI Operating System. CACEIS, one of Europe's largest asset servicing firms, is among the first adopters. In partnership with VAST and NVIDIA, it is exploring a real-time AI platform that: Captures and analyzes 100% of client meetings. Instantly generates meeting minutes and insights. Integrates anonymized data into a secure CRM. The platform features an end-to-end security model to protect privacy and ensure data integrity. CACEIS is also using VAST's AgentEngine with NVIDIA AI-Q Blueprint to develop AI agents that support relationship managers and reveal business opportunities. These agents will use NeMo microservices to refine models through continuous feedback and shared intelligence. Kari Briski, Vice President of Generative AI Software at NVIDIA, showcased this capability at GTC Europe in Paris. The demo highlighted the role of data flywheels in enhancing system intelligence. Briski stated that CACEIS is a pioneer in building agentic AI systems with NVIDIA and VAST to boost productivity in financial services. VAST Data's solution represents a shift from static models to dynamic AI ecosystems. These systems require scalable infrastructure and strict governance to support evolving intelligent agents across enterprise environments.
