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Nvidia CEO: Top four cloud service providers have ordered 3.6 million Blackwell GPUs.
ByAinvest
Wednesday, Mar 19, 2025 12:22 pm ET1min read
Nvidia CEO: Top four cloud service providers have ordered 3.6 million Blackwell GPUs.
The world of cloud computing is rapidly evolving, with artificial intelligence (AI) playing an increasingly significant role. Recently, Nvidia, a leading technology company, announced that three of China's top cloud providers - Alibaba Cloud, Baidu, and Tencent - have adopted Nvidia's new Volta GPU computing platform to accelerate AI services [1].According to Nvidia founder and CEO Jensen Huang, AI is the most important technology development of our time, with the potential to bring about breakthroughs in various sectors, including medicine, autonomous transportation, precision manufacturing, and more [1]. To harness the power of AI, these cloud providers are upgrading their data centers, shifting from Nvidia's Pascal architecture-based systems to Volta-based platforms.
The Nvidia V100 data center GPU, the cornerstone of the new Volta-based systems, offers a 5x improvement over the preceding Nvidia Pascal architecture P100 GPU accelerators [1]. With 21 billion transistors, it provides the equivalent performance of 100 CPUs for deep learning, surpassing the improvements that Moore's law would have predicted over the same period by 4x [1].
Alibaba Cloud, Baidu, and Tencent are leveraging the power and efficiency of Volta GPUs to strengthen their AI initiatives. Alibaba Cloud's president, Jin Li, expressed his excitement about collaborating with Nvidia, stating, "We use AI extensively on our products to improve the user experience, such as voice recognition in WeChat, augmented reality in QQ and Qzone, as well as providing data intelligence services on Tencent" [1].
In summary, the adoption of Nvidia's Volta GPUs by top cloud providers like Alibaba Cloud, Baidu, and Tencent underscores the importance of AI in the cloud computing landscape. With their extraordinary speed and scalability for AI inferencing and training, these GPUs are expected to drive significant advancements in various sectors.
References:
[1] Nvidia News. (2023, March 15). China's top cloud providers adopt NVIDIA Volta GPUs to supercharge next-gen AI services. https://nvidianews.nvidia.com/news/china-s-top-cloud-providers-adopt-nvidia-volta-gpus-to-supercharge-next-gen-ai-services
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