NVIDIA's Q1 Earnings Preview: Computing and Networking Solutions Set to Dominate

NVIDIA Corp is a leading developer of graphics processors and associated software. Its products include computing and networking solutions, graphics processors, and related software. Net sales are primarily driven by data storage (78%), gaming (17.1%), and professional visualization (2.5%). The company is headquartered in the US, with a significant presence in Taiwan, China, and other regions.

In a significant development for the Canadian AI landscape, HIVE Digital Technologies (TSXV: HIVE) has announced a strategic partnership with Bell Canada to create one of the country's largest sovereign AI ecosystems through Bell AI Fabric. This collaboration will provide access to NVIDIA GPU clusters for AI, machine learning, and scientific computing.

The partnership involves the deployment of a 5 MW infrastructure in Manitoba, featuring NVIDIA Ampere, Hopper, and Blackwell GPU clusters integrated with Bell's advanced fiber network and data centers. The infrastructure will expand across multiple provinces, ensuring nationwide access to high-performance computing while maintaining data sovereignty and security compliance.

The collaboration aims to enhance Canada's AI capabilities by providing secure, scalable computing resources for government and enterprise customers, with infrastructure entirely housed in Canadian-owned facilities. This initiative aligns with HIVE's commitment to operational excellence, green energy leadership, and creating long-term value for its shareholders and host communities [1].

BUZZ High Performance Computing (BUZZ HPC), a wholly owned subsidiary of HIVE, will provide Bell's government and enterprise customers with access to NVIDIA GPU clusters. The large-scale NVIDIA-accelerated computing infrastructure, purpose-built for AI, machine learning, and scientific computing, will be integrated with Bell AI Fabric's advanced fiber network, data centers, and partner ecosystem, including Cohere.

The partnership is expected to support a range of use cases, including developing AI foundational models and fine-tuning existing models all within Canada. By expanding accelerated computing infrastructure across multiple provinces, the collaboration ensures true nationwide reach. Canadian innovators will gain access to high-performing NVIDIA accelerated computing, hosted in secure, Canadian-owned facilities that comply with strict data residency and cybersecurity regulations.

Frank Holmes, Executive Chairman of BUZZ HPC, stated, "Sovereign is the new standard for cloud computing, and this partnership with Bell marks the beginning of a new era for AI innovation in Canada, with NVIDIA-accelerated infrastructure deployed domestically and a global footprint serving international customers, we are uniquely positioned to help Canada lead in AI while protecting its digital independence."

Craig Tavares, President and COO of BUZZ HPC, added, "BUZZ and Bell are sovereign by design, built to protect privacy and deliver trusted performance for innovators of all kinds. As a sovereign AI provider and NVIDIA Cloud Partner, our integration with Bell AI Fabric ensures secure, scalable access to accelerated computing across Canada empowering innovators to build globally competitive AI while maintaining full control over their data."

John Watson, Group President of Business Markets, AI and Ateko at Bell, commented, "BUZZ HPC is one of the few Canadian cloud service providers with a purpose-built AI cloud that has experience operating GPU clusters at scale. We are excited to partner with BUZZ HPC for its AI infrastructure solutions - an important layer in the Bell AI Fabric ecosystem delivering the advanced workloads our customers need in a sovereign, private and secure Canadian facility."

Dave Salvator, Director of Accelerated Computing at NVIDIA, highlighted the importance of the partnership, stating, "Sovereign AI infrastructure provides Canada's industries with essential computing to grow productivity, foster innovation and create economic opportunities. BUZZ HPC's NVIDIA infrastructure provides a high-performance AI computing backbone to drive innovation through Bell AI Fabric."

The partnership is expected to launch later this year, with the initial 5 MW deployment in Manitoba, followed by expansion into other Bell AI Fabric data centers. These deployments are designed to support a wide range of national objectives, including fostering innovation, economic growth, and competitiveness in the AI sector.

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[1] https://www.stocktitan.net/news/HIVE/buzz-high-performance-computing-a-subsidiary-of-hive-digital-yl6uhxfd0asg.html