HYPER-CONVERGED INFRASTRUCTURE,APPLICATION INFRASTRUCTURE,DATA STORAGE
Liftr Insights | November 11, 2022
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.
HYPER-CONVERGED INFRASTRUCTURE, APPLICATION INFRASTRUCTURE
Oracle | September 29, 2022
Oracle today announced that SUBARU Corporation has moved its simulation and 3D visualization workloads responsible for improving the quality of collision safety performance and driving performance to Oracle Cloud Infrastructure (OCI). SUBARU was able to improve its development cycle, gain significant efficiencies and reduce operational costs by reducing computational timeframes by approximately 20 percent with High Performance Computing (HPC) on OCI.
With a focus on improving drivers' "Enjoyment and Peace of Mind," SUBARU is implementing improvements to enhance design and development efficiency, agility, and flexibility. To achieve this, SUBARU recognized it needed to increase the resources supporting its computationally intensive HPC workloads that perform vast and complex simulations to improve its vehicles' collision safety and performance. Aware of how cloud technology is being used in the automotive industry to provide HPC resources to support computer aided engineering (CAE) simulations, SUBARU selected OCI to move its large HPC workloads of up to tens of thousands of cores to OCI from an on-premises environment.
"Our goal has always been to be a trusted partner for our customers and to provide attractive and distinctive products that bring enjoyment and peace of mind. We rely on technology to help us continuously improve and innovate so that we can offer the best experience to our customers. Being able to quickly conduct the vast number of simulations needed to improve crash safety and driving performance is a key focus for us. We selected OCI HPC to improve the speed of computations of collision simulations and to optimize costs. OCI gives us access to the cloud tools we need so we can automate and run jobs seamlessly, enabling faster design and development.
Mr. Yoshihiro Takekuma, IT Operation and Management Section, Engineering Information Management Department, SUBARU Corporation
Using OCI bare metal HPC computing, coupled with fast cluster networking, which delivers less than 2 microseconds of latency and 100 Gbps of bandwidth, SUBARU now has the computing resources it needs to scale rapidly to meet demand peaks. Previously, system expansion within its on-premises environments was often restricted by lack of space, power, cost, and IT resources. Since using OCI to deliver consistent high performance and greater stability for its computational fluid dynamics (CFD) simulations, SUBARU has been able to make improvements to the internal acoustics of its vehicles to deliver a quieter drive. It has also enabled SUBARU to eliminate any variation in computation of collision analysis, by providing ideal conditions to perform structural calculations.
OCI also supports various third-party solutions through Oracle Cloud Marketplace to help customers quickly find applications and services that can help them optimize their cloud deployments, including from Altair®, a global leader in computational science and artificial intelligence (AI). SUBARU has further reduced costs by using the cloud bursting function of Altair® PBS Professional® in combination with OCI to start the nodes required for calculation and delete the nodes when the calculation is completed, bringing flexibility to the allocation of resources.
"In automotive engineering, having access to powerful and affordable HPC, is essential to run the computationally intensive and highly latency sensitive simulations and calculations needed to deliver the best outcomes when it comes to car safety and the driving experience. By providing high performance and elasticity at lower cost, OCI HPC is ideal for companies like SUBARU that require large simulation environments. We look forward to OCI fueling further technological innovations for SUBARU and contributing to their improved competitiveness," said Karan Batta, vice president, Oracle Cloud Infrastructure.
ARGO GRAPHICS Inc., one of SUBARU's long-term IT partners, supported the migration of SUBARU's HPC workloads to OCI, which started operations in May 2022.
SUBARU also leveraged Oracle Cloud Lift Services as part of its initial verification process to support its proof of concept to help issues relating to cloud migration with its production machine testing environment. Oracle Cloud Lift Services also provided SUBARU and ARGO GRAPHICS with the necessary OCI HPC skills training.
Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud.
HYPER-CONVERGED INFRASTRUCTURE,APPLICATION INFRASTRUCTURE
Luxcore | November 14, 2022
Luxcore emerges from stealth mode to announce and debut its latest innovation disruption, merging Internet, cloud, and blockchain technologies. On Tuesday, November 15th, 2022, Luxcore will host a global launch event, announcing its newest product and service offering for current and potential investors and members of the press. The company will reveal its decentralized cloud infrastructure (DCI) platform that leverages its long-time expertise in optical systems, chip design, and distributed, network-based, multi-level secure operating systems.
"Luxcore's decentralized cloud platform is designed to be the first cloud computing platform based on micro clouds and distributed ledger technology ("DLT"), also known today as blockchain. "Today, we are the first decentralized cloud infrastructure provider with the ability to provide managed, hosted blockchain services with cross-blockchain integration, uniquely positioning us to offer "Blockchain-as-a-Service" with an unparallel emphasis on speed and security. Ultimately, our vision is to be the "Architects of the Next Internet." And this announcement is the second major step in our journey.
Gerald Ramdeen, CEO of Luxcore
Luxcore plans to vertically integrate the entire hardware and software stack, from the network layer up through the software layer, onto a single chip that can be deployed globally wherever 5G and 6G mobile infrastructure is deployed. In addition, at the event, Luxcore will be announcing a new major strategic partnership with a Fortune 500 company, one of the industry's most respected technology service providers in cloud and blockchain technologies. This strategic partnership will allow both companies to provide secure mass data storage and transit on our Decentralized Cloud Infrastructure ("DCI") platform together as we build the next Internet for the future of finance, commerce, and mobility.
Ramdeen will unveil the DCI and "Blockchain-as-a-Service," their growth potentials, and revenue projections. This new first-of-its-kind partnership could generate $20-50 million in revenue per year beginning next year in 2023. Also, at the event, Ramdeen will be announcing Luxcore's return to the private institutional capital markets to secure institutional capital to fuel the company's expected growth.
Ultimately, our vision to be the "Architects of the Next Internet" will undoubtedly be fulfilled by our ability to integrate the entire hardware and software stack vertically. From the network layer up through the software layer onto a single chip, can now be deployed globally wherever 5G and 6G mobile infrastructure is deployed, resulting in significantly lower infrastructure costs and energy savings.
HYPER-CONVERGED INFRASTRUCTURE, APPLICATION INFRASTRUCTURE
DJIB | September 06, 2022
Today DJIB launched the first ever end-to-end encrypted, enterprise grade decentralised data storage drive with embedded multi chain non-fungible token functionality. It enables the widespread adoption of NFTs in business applications.
Cloud data storage is dominated by services such as Amazon AWS, Google Cloud and Microsoft Azure. However, in the age of blockchains, users find traditional storage limiting as it is centralised in the hands of individual corporations. User data can be potentially accessed without their knowledge by employees of such providers. The currently missing ability to save objects as NFTs will be increasingly required in business applications.
This is why, while being AWS S3 compatible and blazingly fast, the DJIB data storage drive for the first time addresses all of these concerns by being end-to-end encrypted, censorship resistant, and with built-in NFT functionality. It reimagines the concept of NFTs, treating them as a new type of file format, whereby users can "Save as NFT" any file stored on the drive, thus demystifying the creation of NFTs. Files can be up to 5TB large, which removes currently existing technical constraints. Users can either attach custom business logic to their NFTs, or use pre-defined templates from a library without knowing how to code. For example, a musician can publish a song with pre-defined licensing rights, or a pharmaceutical company can allow patients to share and profit from their medical data with very granular permissions and usage rights - all without the need of any intermediaries or use of specialist software. Any asset can now be tokenised. Any financial director can issue share certificates in NFT format.
Such NFTs are immediately interoperable with all the blockchains with which DJIB has a connector. It started from Solana, Ethereum and BSC, but will soon cover all key networks. DJIB is already working on connectors with teams from major blockchains, starting with those that are enterprise focused and see this as an opportunity to foster the development of applications within their ecosystems.
Moe Sayadi, DJIB CEO whose background is of a solutions architect at Microsoft and Avaloq, says: "Making our decentralised drive available to enterprise customers and removing the mystery behind the creation of NFTs opens an unimaginable trove of opportunities. It puts a powerful tool into the hands of non-technical domain experts. They can focus on the business logic attached to any document and potentially physical item, and move entire business processes to the cloud. This enables Object Oriented Business Process Management and many other exciting innovations which are in our pipeline and will be announced soon. We are discussing with corporate CTOs some very interesting use cases and I can confidently say that NFT evolution has finally passed the apes stage."