Ansys solutions on NVIDIA hardware enable more optimization studies, critical to increasing EV range/ Key Highlights Ansys Fluent® fluid simulation software delivers high-fidelity computational fluid dynamics (CFD) models that are critical for designing next-generation, energy-efficient vehicles Leveraging just eight NVIDIA Blackwell GPUs, Ansys accelerated solver speed by 2.5X when compared to the same simulation run on 2,016 CPU cores and cost-equivalent hardware Using Ansys simulation to reduce aerodyna ...

Core Insights - IBM announced new collaborations with NVIDIA to enhance enterprise capabilities in generative AI and agentic AI applications [1][2] - A recent IBM report indicated that 77% of executives believe generative AI is market-ready, a significant increase from 36% in 2023 [2] - The partnership aims to provide hybrid AI solutions that leverage open technologies while addressing data management, performance, security, and governance [2][3] Group 1: New Developments - IBM plans to launch a content-aware storage capability for its hybrid cloud infrastructure offering, IBM Fusion [1] - The company intends to expand its integrations with watsonx and introduce new consulting capabilities in collaboration with NVIDIA [1] Group 2: Strategic Goals - IBM's focus is on helping enterprises build and deploy effective AI models quickly and at scale [3] - The integration of IBM's content-aware storage with NVIDIA's AI aims to create an intelligent, scalable system that facilitates near real-time inference for AI reasoning [3] Group 3: Market Context - The collaboration between IBM and NVIDIA is positioned to help clients overcome hidden costs and technical challenges associated with AI, ultimately driving business outcomes [3] - The need for compute and data-intensive technologies is increasing as enterprises push to put AI into production [2]

AUSTIN, Texas, March 18, 2025 (GLOBE NEWSWIRE) -- SoftServe, a premier IT consulting and digital services provider, today introduced the SoftServe QA Agent, an agentic AI solution aiming to accelerate quality and assurance (QA) processes with AI test automation. Launched during NVIDIA’s annual conference, GTC 2025, this new offering is SoftServe’s latest development on AI agents, preparing enterprises for a future where agentic AI and physical AI converge to redefine automation, robotics, and decision-makin ...

Core Viewpoint - Micron Technology is expected to report strong fiscal second-quarter results, with significant year-over-year growth in both revenues and earnings, driven by increased demand for memory chips, particularly in AI applications, despite facing challenges in consumer markets and geopolitical risks [2][7][20]. Financial Projections - Fiscal second-quarter revenues are projected at $7.9 billion, indicating a year-over-year growth of 35.6% [2] - Adjusted earnings are estimated at $1.43 per share, reflecting a substantial year-over-year improvement of 240.5% [2] - DRAM revenues are expected to reach $6.2 billion, marking a 32.2% year-over-year growth, while NAND revenues are projected at $1.6 billion, a 2.4% increase [9] Market Dynamics - The demand for memory chips is significantly boosted by the growing adoption of GPU-enabled AI servers, as data center operators expand their infrastructure to support generative AI [7] - Improving supply-demand dynamics in the memory chip market have led to better pricing for core products, DRAM and NAND chips, after a period of excess inventory [8] Profitability Challenges - Profitability may be negatively impacted by a shift towards lower-priced consumer products and underutilization of NAND production capacity [10] - Inflationary pressures and macroeconomic uncertainties are likely to dampen consumer spending, affecting demand in key markets like smartphones and personal computers [11] Stock Performance - Over the past year, Micron shares have increased by 9.7%, outperforming the Zacks Computer – Integrated Systems industry, which declined by 9.1% [12] - However, compared to major semiconductor companies like Broadcom, NVIDIA, and Taiwan Semiconductor, Micron has underperformed [12] Valuation Metrics - Micron is trading at a discount relative to the industry, with a price/sales ratio of 2.80, lower than the industry average of 3.15 [14] Investment Considerations - The business remains tied to traditional consumer markets, which are experiencing sluggish demand recovery, limiting growth potential for DRAM and NAND sales [17] - The ongoing U.S.-China trade tensions pose a significant risk, as any escalation could disrupt supply chains and impact margins [19] - Despite positive growth projections, near-term risks such as margin contraction and geopolitical uncertainties suggest a cautious approach to investing in Micron stock [20]

Core Insights - Wiwynn is showcasing its latest AI servers and liquid cooling innovations at GTC 2025, highlighting its collaboration with Wistron and NVIDIA [1][2] - The company emphasizes the importance of comprehensive integration at the rack level for optimizing computing power in the AI era [2] - Wiwynn aims to deliver high-performance AI computing solutions that enhance performance, scalability, and sustainability [2][3] Company Overview - Wiwynn is a cloud IT infrastructure provider focused on high-quality computing and storage products, as well as rack solutions for data centers [3] - The company is committed to digitalization and sustainability, investing in next-generation technologies to optimize total cost of ownership and energy efficiency [3] Product Innovations - Wiwynn's AI servers are powered by the NVIDIA GB300 NVL72 platform, featuring over 20TB of HBM3e memory and increased AI FLOPS, designed for AI reasoning and video inference applications [5] - The UMS100L is a rack-level liquid cooling management system that ensures safety and efficiency for data centers, compatible with various cooling solutions [5] - Wiwynn's collaboration with NVIDIA includes advanced networking solutions like the Spectrum-X™ Ethernet, designed for multi-tenant, hyperscale AI clouds [5]

Humanoid robotics, GB300 NVL72 infrastructure & digital twins scaling out AI factories TAIPEI and SAN JOSE, Calif., March 18, 2025 /PRNewswire/ -- Hon Hai Technology Group ("Foxconn") (TWSE:2317) today unveiled the first comprehensive look at its progress toward humanoid robotics, unrivalled infrastructure for the next generation NVIDIA GB300 NVL72 platform, and digital twins accelerating AI factories of the future, at the premier conference on artificial intelligence, GTC 2025.The world's largest electroni ...

Core Insights - Cisco and NVIDIA have launched the Cisco Secure AI Factory, focusing on integrating security into AI infrastructure to simplify enterprise AI adoption [1][2] - The partnership aims to provide a validated reference architecture that enhances the deployment, management, and security of AI workloads [1][4] Group 1: AI Factory Architecture - The Cisco Secure AI Factory is designed to simplify the deployment of AI infrastructure while embedding security at all layers, from applications to workloads and infrastructure [4][11] - AI factories are modular and scalable, addressing complex security challenges while providing high-performance infrastructure for AI applications [3][6] Group 2: Security Solutions - Cisco is integrating security solutions such as Cisco Hypershield and Cisco AI Defense to protect AI workloads and applications throughout their lifecycle [2][11] - The Hybrid Mesh Firewall will provide unified security management across various enforcement points, ensuring comprehensive security coverage [11] Group 3: Technology Components - The architecture includes Cisco UCS AI servers based on NVIDIA HGX and MGX for accelerated computing, alongside Cisco Nexus networking solutions powered by NVIDIA Spectrum-X [5][6] - High-performance storage solutions from partners like Pure Storage and NetApp will complement the architecture [5] Group 4: Deployment Options - The Secure AI Factory will offer flexible deployment models, allowing enterprises to customize their AI infrastructure according to specific needs [6][12] - Solutions are expected to be available for purchase by the end of 2025, with some components already accessible [9]

Core Insights - VAST Data has launched VAST InsightEngine, a secure full-stack system for real-time data inferencing and scalable AI, in collaboration with NVIDIA DGX systems [1][5][7] - The platform aims to simplify AI deployments for enterprises, providing fast, scalable, and secure data services [1][2][5] Product Features - VAST InsightEngine integrates automated data ingestion, exabyte-scale vector search, event-driven orchestration, and GPU-optimized inferencing into a single system [2][3] - The system is designed to eliminate data bottlenecks and latency issues, ensuring seamless data flow and scalable AI inferencing [3][4] Security and Compliance - The platform includes enterprise-grade unified security features such as built-in encryption, access controls, and real-time monitoring [7] - VAST InsightEngine safeguards AI pipelines from threats and compliance risks, ensuring trusted and resilient data processing [7] Market Positioning - VAST Data positions itself as a leader in AI infrastructure, aiming to empower enterprises to unlock the full potential of their data [9] - The company has rapidly grown since its launch in 2019, becoming the fastest-growing data infrastructure company in history [9]

Customers will be able to accelerate sovereign AI and deploy AI solutions anywhere in OCI's distributed cloudAUSTIN, Texas, March 18, 2025 /PRNewswire/ -- Oracle today announced that NVIDIA AI Enterprise, an end-to-end, cloud-native software platform that accelerates data science and streamlines the development and deployment of production-ready AI, will be available on Oracle Cloud Infrastructure (OCI). To support sovereign AI, among other deployments, and provide customers with easy access to NVIDIA's acc ...

SAN JOSE, Calif., March 18, 2025 /PRNewswire/ -- MiTAC Computing Technology Corporation, a leading server platform design manufacturer and a subsidiary of MiTAC Holdings Corporation (TSE:3706), will present its latest innovations in AI infrastructure at GTC 2025. At booth #1505, MiTAC Computing will showcase its cutting-edge AI server platforms, fully optimized for NVIDIA® MGX™ architecture, including the G4527G6, which supports NVIDIA H200 NVL platform and NVIDIA RTX PRO™ 6000 Blackwell Server Edition to a ...