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Despite disappointing numbers, NVIDIA's core business remains strong, as shown by Liftr Insights data

Liftr Insights | November 11, 2022 | Read time : 02:50 min

Despite disappointing numbers, NVIDIA's core business remains strong
Liftr Insights, a pioneer in market intelligence driven by unique data, shows strength within NVIDIA's business.

Recent disappointing activity with NVIDIA has drawn many eyes, but a deeper dive shows that one of their business units has remained strong while others have faltered. That part? Data center revenue.

NVIDIA data center revenue revolves around GPU accelerators sold to public and private cloud centers.

Public cloud providers continue to grow and expand their use of NVIDIA accelerators. Sales and deployment of components such as GPUs on public clouds providers are important indicators because public clouds mirror the needs of the larger semiconductor market, public and private.

Liftr Insights, a provider of reliable data about public clouds and semiconductors, recently assessed the continued growth of NVIDIA's data center business.

The data show that NVIDIA continues to dominate the accelerator space despite attempts by AMD, Intel and other providers to gain a foothold. Among those other contenders are the cloud providers themselves, designing and building their own accelerators as they have been doing with ARM-based CPUs.

"We're proud to have over 40 months of data on companies like AMD, Intel, and NVIDIA that investors can use to track progress. "Particularly in uncertain times and when data center sales are a core part—the backbone—of these businesses."

Tab Schadt, CEO of Liftr Insights

The top six cloud providers, AWS, Azure, Google Cloud, Aliyun, Oracle Cloud, and Tencent Cloud, represent over 75% of the total public cloud market. These data show growth of NVIDIA in size and market share.

"The data show effects from recent semiconductor backlog issues, but also the continued investment in companies like NVIDIA, despite the challenges," says Schadt.

NVIDIA's most recent quarterly statement demonstrates that data center revenue represents 57% of NVIDIA's quarterly revenue, up from 41% the year prior. This percentage is expected to continue to increase in upcoming earnings reports. Since data center revenue represents the majority of NVIDIA's business, this segment is critical to monitor as the other markets for NVIDIA products (e.g., gaming, crypto mining) have become fickle.

"Our customers see our objective data as a reliable indicator in uncertain times," says Schadt. "We look forward to seeing what the next rounds of data this month will signal."

About Liftr Insights
Liftr Insights generates reliable market intelligence using unique data, including details about configurations, components, deployment geo, and pricing for:

  • Server processors: Intel Xeon, AMD EPYC, and AWS's Arm-based Graviton brands
  • Datacenter compute accelerators: GPUs, FPGAs, TPUs, and AI chips from NVIDIA, Xilinx, Intel, AMD, AWS, and Google

As shown on the Liftr Cloud Regions Map at https://bit.ly/LiftrCloudRegionsMap, among the companies tracked are Amazon Web Services, Microsoft Azure, Alibaba Cloud, Google Cloud, Oracle Cloud, and Tencent Cloud as well as semiconductor vendors AMD, Ampere, Intel, NVIDIA, and Xilinx. Liftr Insights subject matter experts translate company-specific service provider data into actionable alternative data. Market intelligence consumers can easily ingest this timely, standardized, and operationally-compliant information into their predictive financial models.

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Provincial and municipal governments have established record infrastructure pipelines to create jobs, revive the economy and provide citizens with sustainable public assets in the wake of COVID-19. Creating sustainable public assets that serve citizens has become a priority for all levels of government, with a wealth of agencies transforming the way they design, build and manage smart and sustainable city infrastructure


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Bentley Systems Announces Bentley Infrastructure Cloud, Powered by iTwin

Bentley Systems | November 15, 2022

At the 2022 Year in Infrastructure Conference, Bentley Systems, Incorporated (Nasdaq: BSY), the infrastructure engineering software company, today announced Bentley Infrastructure Cloud, its combination of enterprise systems that span the end-to-end lifecycle and value chain of the world’s infrastructure. Powered by the iTwin Platform and Bentley’s infrastructure schemas and thus seamlessly integrating with Bentley’s engineering applications, Bentley Infrastructure Cloud will enable better creation, delivery, and ongoing operation of better infrastructure, through complete and evergreen digital twins. Bentley Infrastructure Cloud encompasses ProjectWise, for project delivery; SYNCHRO, for construction; and AssetWise, for asset operations. These enterprise systems now leverage digital twin technologies, powered by iTwin, to open up data contained in engineering files through automated and intrinsic mapping to Bentley’s infrastructure schemas. By advancing these enterprise systems to become fundamentally data-centric without disrupting file-based workflows, Bentley Infrastructure Cloud provides user organizations with significant opportunities to improve collaboration, productivity, and quality. Bentley’s infrastructure schemas are both open and extensible, and now link to reality modeling and IoT devices, and incorporate carbon calculation and subsurface data. The rich data representation of Bentley’s infrastructure schemas serves well the export of Industry Foundation Classes. The ability to share data seamlessly and to enrich it throughout the lifecycle helps engineering firms and owner-operators create and derive more value from their engineering data. The potential for a unifying, cloud-based solution across the lifecycle of infrastructure engineering arises from the institutionalized limitations of fragmented information flows that have impeded connections, feedback, analytics, reuse, and knowledge transfer. Bentley Infrastructure Cloud comprises a data-centric, always on, always current, always accessible federated environment that persists and relates engineering data throughout the span of design, construction, and operations. Information mobility and semantic continuity across traditional boundaries through Bentley Infrastructure Cloud will help accelerate, among other advancements, modular design and design for constructability, and performance-based design. Bentley’s Senior Vice President of Enterprise Systems Ken Adamson said, “Bentley Infrastructure Cloud stands for our commitment to connect everyone and everything in the infrastructure engineering value chain and extended project ecosystems. Infrastructure professionals deserve an evergreen digital twin environment for data that they can trust and act upon. I believe Bentley Systems is uniquely positioned to fulfill this requirement by virtue of the combined comprehensiveness of our ProjectWise, SYNCHRO, and AssetWise enterprise systems, our software’s intrinsic engineering fidelity, and our commitment to openness – including our unique resolve to semantically integrate the full range of relevant engineering file formats. The iTwin Platform, in becoming the robust foundation for unifying all of our software development, has been proven equal to this challenge.” ProjectWise, Powered by iTwin Bentley Systems also unveiled major enhancements to ProjectWise to extend its scope from work-in-progress engineering to full digital delivery. By supplementing each project’s sequential file-based workflows with data-centric information mobility and analytics across all projects: through new project portfolio and program management capabilities, ProjectWise users can now apply analytics at the level of engineering fidelity across all projects, learn from and reuse rich project data, and retain knowledge to enhance the quality and efficiency of future projects; and through new digital twin capabilities, ProjectWise users can undertake interdisciplinary design reviews and advanced design validation to improve the effectiveness and quality of their designs, and also increase the richness of their digital deliverables for construction and operations, to position their businesses for transformational digital services beyond handover. Powered by iTwin: ProjectWise leverages iTwin Capture to integrate reality modeling data, increasingly the norm, to capture and monitor the digital context of designs, geospatially coordinated with engineering data; ProjectWise leverages Bentley’s infrastructure schemas to semantically align design-file data across multiple disciplines for comprehensive design reviews, and across all projects to understand dependencies, and to reuse datasets, including for machine-learning to develop proprietary analytics; ProjectWise will leverage iTwin Experience to offer immersive visibility into project digital twins, assuring quality and improving performance; ProjectWise 4D Design Review, powered by iTwin, enables users to securely share large, complex models with their entire project ecosystem, regardless of authoring applications. Reviewers can perform virtual walk-throughs, query model information, and analyze embedded property data using a simple web browser. A streamlined interface makes interdisciplinary review of 2D and 3D models easier and more accessible, and enables reviewers to see who changed what and when, through 4D visualization; Advanced Design Validation, powered by iTwin, includes 3D digital workflows, integration with Bentley’s OpenRoads and third-party applications, and AI/ML enhanced visualization, enabling simulation of the driver experience to validate designs and assure requirements are met; ProjectWise Components Center, a cloud-based digital component management and library service with direct integration to engineering applications, drives standardization, automation, and reuse of design objects to deliver projects faster and more reliably. Engineering firms can now leverage data from one design to another, capture lessons learned, create reusable components, and truly industrialize their project delivery expertise; and Digital Delivery capabilities leverage digital workflows to automate and manage the creation, exchange, and review of contractual deliverables including PDFs and Industry Foundation Classes, as well as digital twins. ProjectWise users can avoid wasting time manually assembling and sending packages, reduce risk by gaining visibility and traceability in deliverables workflows, and by automatically maintaining a comprehensive audit trail. Powered by iTwin within Bentley Infrastructure Cloud, ProjectWise for digital delivery enhances engineering firms’ opportunities while minimizing their risks, improving project performance and quality assurance. Infrastructure digital twins created in the design phase can be valuable to owner-operators as incremental project deliverables, including engineering firms’ recurring services as “digital integrators” for data quality and security, proprietary analytics, and monitoring. Lori Hufford, vice president, engineering collaboration for Bentley Systems, commented: “Engineering firms today face unprecedented challenges to deliver more and better projects despite scarcer talent, a retiring workforce, and loss of institutional knowledge. By leveraging the iTwin Platform, we are now able to advance ProjectWise beyond engineering work-in-progress for one project at a time, to be used across all projects to maximize insights, learnings, and reuse, and for machine learning. ProjectWise users already have a wealth of project experience incorporated in their ProjectWise archives. Now as part of Bentley Infrastructure Cloud, ProjectWise can drive a necessary step-change in the efficiency, effectiveness, and transformation of engineering firms.” AssetWise, Asset Health Monitoring Solutions, Powered by iTwin Finally, Bentley also announced the availability of new asset-specific solutions, powered by iTwin, that leverage iTwin Experience, iTwin Capture, and iTwin IoT to deliver real-time asset health monitoring. AssetWise Bridge Monitoring solution transforms traditional bridge inspections into a modern, digital workflow. By flying drones and using iTwin Capture to create a 3D digital twin of the bridge, inspections can be conducted virtually, avoiding costly and hazardous field trips, while tapping into expertise remotely and leveraging AI/ML to automatically identify and classify defects. Information is made available to stakeholders across the workflow via iTwin Experience. Inspection data required to correct issues can be seamlessly handed over to maintenance, design, and construction to create substantial savings. AssetWise Dam Monitoring solution is purpose-built for engineering firms to offer digital services to dam operators who are modernizing their dam safety programs to reduce risk and address growing regulatory requirements. The upcoming solution will provide unified access to sensor data and will be able to be deployed without the need for specialized technicians. Users can incorporate sensor data in any digital twin for a contextual view of real-time data and associated metrics. Cory Baldwin, vice president, infrastructure IoT for Bentley Systems, said, “We want to enable engineering firms to become digital integrators for the infrastructure digital twins they create in the project delivery phase, and to curate performance digital twins for owner-operators. To accelerate these opportunities, engineering firms can now start quickly with iTwin Capture, iTwin Experience, iTwin IoT, and our AssetWise monitoring cloud solutions, ready to add their own branded proprietary and asset-specific analytics and service programs.” AssetWise Bridge Monitoring and Dam Monitoring solutions are in early access. Bentley Infrastructure Cloud Availability Bentley’s Chief Product Officer Michael Campbell concluded, “We are working closely with engineering firms and asset owners and clearly understand that they want innovation without disruption. With Bentley Infrastructure Cloud, users of ProjectWise, SYNCHRO, and AssetWise accelerate their generational advancement to digital twins, but don’t jeopardize their existing workflows for engineering collaboration, construction, and asset performance management. Best of all, their existing project and asset files are the springboard to their data-centric future.” About Bentley Systems Bentley Systems is the infrastructure engineering software company. We provide innovative software to advance the world’s infrastructure – sustaining both the global economy and environment. Our industry-leading software solutions are used by professionals, and organizations of every size, for the design, construction, and operations of roads and bridges, rail and transit, water and wastewater, public works and utilities, buildings and campuses, mining, and industrial facilities. Our offerings include MicroStation-based applications for modeling and simulation, ProjectWise for project delivery, AssetWise for asset and network performance, Seequent’s leading geoprofessional software portfolio, and the iTwin platform for infrastructure digital twins. Bentley Systems employs more than 4,500 colleagues and generates annual revenues of approximately $1 billion in 186 countries.

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Effectual Achieves Inaugural HashiCorp Infrastructure Competency

Effectual | November 09, 2022

Effectual, a modern, cloud first managed and professional services company, has been awarded the HashiCorp Infrastructure Competency as part of the newly released Partner Technical Competency Program for Systems Integrators. Effectual is one of only six companies globally to be recognized with the HashiCorp Infrastructure Competency as part of the program's launch. As a leader in multi-cloud infrastructure automation software, HashiCorp's software suite enables organizations to adopt consistent workflows and create a system of record for automating the cloud: infrastructure provisioning, security, networking, and application deployment. The new competency program gives partners with the HashiCorp Systems Integrator designation the opportunity to be recognized for their ability to deliver and integrate HashiCorp products and solutions into end customers' initiatives. Competencies are only awarded after a successful audit that assesses a range of requirements, including the number of technical staff certified on HashiCorp products and proven customer success with HashiCorp products in deployment. HashiCorp's endorsement gives customers confidence in Effectual's ability to guide, advise, assist, and execute alongside them, bringing the required experience and expertise to succeed with the advantages of HashiCorp's portfolio of automation tools. "Effectual enables customers to accelerate automation and innovation utilizing HashiCorp Terraform, Vault, and the recently released HCP Boundary. "Together we help customers drive positive business outcomes and realize greater agility, security controls, and increased operational efficiency." Robb Allen, Effectual CEO As an elite pure-play AWS services provider, Effectual is a validated AWS MSP Partner holding six AWS competencies. Effectual prides itself on bringing deep cloud and modernization experience to all customer engagements. Complementing this deep partnership with AWS, the cloud first MSP has embraced and invested in its partnership with HashiCorp. This strategic combination of industry expertise ensures that customers have the confidence to migrate and establish a strong modern foundation on which to build and deploy next-generation applications, services, and operations. About Effectual An AWS Premier Consulting Partner, Effectual is a modern, cloud first managed and professional services company that works with commercial enterprises and the public sector to enable digital transformation and full stack IT modernization. Effectual's deeply experienced and passionate team of problem solvers apply proven methodologies to enable positive business outcomes with Amazon Web Services and VMware Cloud on AWS. Effectual is a member of the Cloud Security Alliance, and the PCI Security Standards Council.

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BAI Communications closes acquisition of ZenFi Networks, further accelerating growth in the US market

BAI Communications | November 17, 2022

BAI Communications (BAI) today announced the close of its acquisition of ZenFi Networks (ZenFi), a US East coast-based provider of digital infrastructure solutions and innovator in small cell deployment, offload & roaming services, fibre connectivity, and network edge colocation. ZenFi now becomes a BAI Group company, alongside Mobilitie and Transit Wireless in the United States, helping to further accelerate BAI's growth in North America and support the company's vision to become a leading provider of connected 5G infrastructure across North America and globally. As part of the acquisition, BAI obtains ZenFi's portfolio of assets, including over 1,100 route miles of fibre network throughout the New York and New Jersey metro region. This fibre network connects into major data centres and points of presence in 65 network edge colocation facilities, a critical component of its C-RAN infrastructure. Furthermore, ZenFi brings with it a host of long-established customer relationships, including contracts with the wireless carrier customers in the region and the rights to provide mobile infrastructure solutions across 4,000 LinkNYC kiosk structures through its partnership with the CityBridge consortium. The deal will allow the Group to participate in Link5G, the next phase of LinkNYC, a first-of-its-kind communications network that has replaced payphones across New York City with state-of-the-art kiosks equipped with free high-speed Wi-Fi, maps, connections to city services, and device charging at no cost to taxpayers or users. In addition to the standard LinkNYC features, Link5G will bring a faster and more equitable deployment of 5G to neighbourhoods across New York City, with a focus on previously underserved areas. Link5G can accommodate all carrier equipment needs and provide the necessary infrastructure to expand broadband connectivity to areas of the city that have traditionally been underserved by carriers. The new kiosks include 5 independent RF transparent bays to host multiple carriers deploying a variety of 4G and 5G technologies. These unique deployments combined with BAI's commercial power in transit systems, will result in a differentiated offering in the New York area including wider small cell deployment, siting to mobile network operators, the support of municipal services with advanced connectivity, and the largest public Wi-Fi network, all transferable to other states in the US and to other markets. Igor Leprince, Group CEO of BAI Communications, said: "I am very impressed with ZenFi's talented team and commercial capabilities. Bringing ZenFi into the wider BAI Communications Group solidifies our position as a leading connected infrastructure provider in North America and increases the opportunities for new and specialised projects driven by our Group of companies. ZenFi's unique expertise in fibre and small cell deployments in New York City and surrounding areas further strengthens BAI's competitive position in the largest city in the US, while also providing us with new ways to partner with other organisations to address the digital divide in the underserved communities. This includes the deployment of 5G through the Link5G kiosks, essential to ensure all New Yorkers have access to the networks of the future." Closing of this acquisition means BAI's technical and service offerings to network operators, enterprises, and public municipalities will significantly expand to include more specialised and scalable solutions, like small cell siting. ZenFi's infrastructure is a natural extension of the connectivity solutions that Transit Wireless currently provides across the New York City subway. It will also be leveraged by Mobilitie for small cell connectivity of existing and new locations, as well as expanding its inbuilding 5G networks across North America. Ray LaChance, Co-Founder and CEO of ZenFi Networks said: "These are exciting times at ZenFi. Our team's hard work in developing sustainable, equitable, and innovative infrastructure solutions for a densely populated region like New York City and New Jersey has been a rewarding experience that will now scale up." "We share a cultural and operational alignment with BAI that will ensure our customer-centric approach remains a priority into the future. Additionally, our combined expertise in fast-growth segments like small cell deployment with BAI's global scale and reach, puts the BAI Group in an exciting position to drive increased connected infrastructure growth overall and new development opportunities for our people." Victoria Lamberth, Co-Founder and CRO of ZenFi Networks Commenting on next steps, Mr Leprince added: "Our immediate priority now is on combining the capabilities and talent of our companies to assist our customers in delivering an enhanced experience at all points of their customers' journey, from subway to above ground and from work to home." News of the agreement between the two companies was first announced on 26 July of this year. About BAI Communications BAI Communications is a world leader in shared communications infrastructure, pioneering solutions that empower our customers to advance their services, accelerate their networks and amplify their reach in the most efficient and cost-effective ways possible. Having long been at the forefront of network advancement, BAI is harnessing fibre, spearheading the transition from 4G/LTE, accelerating 5G and preparing for 6G – and beyond. We collaborate closely with our customers in telecommunications, government, transit, enterprise, broadcasting, and venues to realise their communications vision, focusing not just on the immediate future, but on the possibilities that exist over long-term partnerships. Our global operations span the United States, the United Kingdom, Ireland, Italy, Hong Kong, Canada, and Australia. Our BAI Group companies include Mobilitie, Signal Point, Transit Wireless and ZenFi Networks in the United States, and Vilicom in the United Kingdom and Ireland. Together, we're creating smarter communities for all.

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Ventana Introduces Veyron, World's First Data Center Class RISC-V CPU Product Family

Ventana Micro Systems Inc. | December 14, 2022

Ventana Micro Systems Inc. today announced its Veyron family of high performance RISC-V processors. The Veyron V1 is the first member of the family, and the highest performance RISC-V processor available today. It will be offered in the form of high performance chiplets and IP. Ventana Founder and CEO Balaji Baktha will make the public announcement during his RISC-V Summit keynote today. The Veyron V1 is the first RISC-V processor to provide single thread performance that is competitive with the latest incumbent processors for Data Center, Automotive, 5G, AI, and Client applications. The Veyron V1 efficient microarchitecture also enables the highest single socket performance among competing architectures. Veyron V1's efficient performance combined with RISC-V's open and extensible architecture enables customer innovation and workload optimization. This results in further workload efficiency gains through domain specific acceleration that will extend Moore's Law to deal with the emerging energy and thermal constraints for data centers. The standards-based Veyron V1 compute chiplet and reference platform enable customers a time to market acceleration of up to two years and reduction of development costs by up to 75%. Chiplet based solutions also provide better unit economics by right sizing compute, IO, and memory. Composable architectures leveraging chiplets allow companies to focus on their innovation and differentiation to achieve workload optimization. Additionally, Ventana provides a Software Development Kit (SDK) which includes an extensive set of software building blocks already proven on Ventana's RISC-V platform. "Our vision of delivering the highest performance RISC-V CPUs is helping to reshape next generation high performance open hardware architectures. Today, we have a significant first mover advantage by providing a platform that can allow customers to innovate and differentiate. Markets which require high performance compute such as Data Center, 5G, AI, Automotive, and Client will all benefit from our open standards-based, ultra low latency chiplet solution that delivers rapid productization with significant reduction in development time and cost compared to the prevailing IP models. Ventana's strong roadmap and customer engagement puts the company in prime position for sustained market leadership." Balaji Baktha, Founder and CEO of Ventana. The new RISC-V CPU core is the centerpiece of the first compute chiplet solution with chiplets supplied by different companies. Ventana's Veyron platform solution also enables integration of a flexible Domain Specific Accelerator for hardware/software codesign. Veyron V1 is available in the second half of 2023 and is the first in a series of products from Ventana. High performance features of the Veyron V1 include: enterprise class RAS, virtualization, robust security, top-down performance tuning, and system IP such as IOMMU and advanced interrupt controller. "Ventana has a world class team with an average of twenty plus years of experience bringing multiple new CPU architectures to market," said Patrick Moorhead, Founder and Chief Analyst at Moor Insights & Strategy. "Ventana is the first big core in RISC-V to show up, the only game in town, and has a jump on the market." About Ventana Micro Systems Inc. Headquartered in Cupertino, Ventana Micro Systems Inc. was launched in 2019 to revolutionize the processor market by offering high-performance, extensible and secure compute chiplets based on RISC-V's open architecture. Ventana is a Premier Member of RISC-V International and part of its Technical Steering Committee.

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Provincial and municipal governments have established record infrastructure pipelines to create jobs, revive the economy and provide citizens with sustainable public assets in the wake of COVID-19. Creating sustainable public assets that serve citizens has become a priority for all levels of government, with a wealth of agencies transforming the way they design, build and manage smart and sustainable city infrastructure

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