Core Insights - DDN announces collaboration with NVIDIA to enhance AI factory architecture, focusing on eliminating data bottlenecks for improved performance and faster operationalization of large-scale AI [1][2][3] Group 1: Collaboration and Technology Integration - The partnership aims to ensure that advanced AI platforms powered by NVIDIA Rubin and BlueField-4 are supplied with data efficiently, leading to higher GPU utilization and faster inference [3][5] - DDN's platform is optimized for NVIDIA's latest hardware and software innovations, including Spectrum-X Ethernet and DOCA-accelerated services, ensuring consistent performance across demanding AI environments [5][6] Group 2: Performance Metrics and Benefits - The collaboration enables up to 99% GPU utilization in large-scale AI environments and a 20-40% reduction in time-to-first-token for long-context inference workloads [7] - Organizations can expect faster model deployment through simplified data pipelines and lower infrastructure overhead by reducing CPU load and inefficient data movement [7][8] Group 3: Future of AI Infrastructure - The unified architecture represented by NVIDIA Rubin and BlueField-4 signifies a shift towards integrated compute, networking, and data, allowing data to become a competitive advantage [8][9] - DDN's collaboration with NVIDIA is transforming AI infrastructure into AI factories that deliver outcomes faster and at scale, enhancing operational confidence [9][10]

There are three waves simulation AI and then you got quantum more and more data is coming in. What is an AI factory if someone asked you. >> So to me okay to me an AI factory is a tool a capability it could be physical as in a data center it could be a combination of physical in a data center and cloud but it's a way to generate and create business value business outcomes and financial outcomes for organizations who are looking at making investments in AI.So an AI factory for an enterprise, let's say financ ...

RT @levelsio (@levelsio)What in the F is an AI factory?I had to investigate what the unelected @EU_Commission is talking about todaySo according to them, it's some data centers (which they call supercomputers) in 6 different EU countriesI checked out the most powerful one: Karolina, a Czech data center, it mostly has CPUs though (see pic) not GPUs, so mostly useless for AIThe GPUs it does have are 72x 8x NVIDIA A100 GPU, so 576x A100, or equivalent of 240x H100s(H100 is about 2.4x the compute power of A100) ...

Core Insights - Navitas Semiconductor has introduced new 100 V GaN FETs, along with 650 V GaN and high voltage SiC devices, specifically designed for NVIDIA's 800 VDC AI factory architecture, achieving significant improvements in efficiency, power density, and performance [1][22]. Group 1: Product Development - The new 100 V GaN FETs are optimized for lower-voltage DC-DC stages on GPU power boards, focusing on ultra-high density and thermal management essential for next-generation AI compute platforms [8]. - The 650 V GaN portfolio includes high-power GaN FETs and advanced GaNSafe™ power ICs, which integrate various control and protection features to ensure robustness and reliability for AI infrastructure [10]. - GeneSiC™ technology offers a broad voltage range from 650 V to 6,500 V, demonstrating exceptional performance in high-power applications, including energy storage and grid-tied inverter projects [12]. Group 2: Industry Context - The emergence of AI factories necessitates a shift from traditional 54V power distribution to 800 VDC systems to meet the high power density requirements of modern computing platforms [3][5]. - The 800 VDC architecture allows for direct conversion from 13.8 kVAC utility power to 800 VDC, enhancing energy efficiency and system reliability by reducing conversion stages [4]. - The transition to 800 VDC is described as transformational, addressing the critical need for efficient, scalable, and reliable power delivery in next-generation data centers [13]. Group 3: Strategic Partnerships and Manufacturing - Navitas has established a strategic partnership with Power Chip to fabricate the new 100 V GaN FETs on a 200mm GaN-on-Si process, enabling scalable and high-volume manufacturing [9]. - The company emphasizes its commitment to innovation in wide bandgap technologies, with over 300 patents issued or pending, positioning itself as a leader in the semiconductor industry [18].