🚨 NEW DATA CENTER: In mid-Feb, @xai broke ground in Shelby County, TN. Now deploying 110K NVIDIA GB200 GPUs, powered by clean energy + Tesla Megapacks to help prevent blackouts.Colossus 2 coming online soon. Memphis partnership locked in. $TSLA https://t.co/VmhfW31GBSElon Musk (@elonmusk):Cable pr0n of @xAI GB200 servers at Colossus 2 https://t.co/ncg1fWBKN0 ...

Core Insights - CoreWeave, in collaboration with NVIDIA and IBM, achieved a significant milestone by delivering the largest-ever MLPerf® Training v5.0 submission using 2,496 NVIDIA Blackwell GPUs, marking a 34x larger scale than the next largest submission from a cloud provider [1][2] - The submission completed the training of the Llama 3.1 405B model in just 27.3 minutes, demonstrating over 2x faster training performance compared to other similar cluster submissions, showcasing the capabilities of the GB200 NVL72 architecture [2][3] - CoreWeave's cloud platform is designed to meet the demands of AI workloads, enabling faster model development cycles and optimized Total Cost of Ownership, effectively cutting training time in half for its customers [3] Company Overview - CoreWeave, known as the AI Hyperscaler™, provides a cloud platform that supports accelerated computing for enterprises and AI labs, with a growing presence of data centers across the US and Europe since its inception in 2017 [4] - The company has been recognized as one of the TIME100 most influential companies and featured in the Forbes Cloud 100 ranking in 2024, highlighting its impact and leadership in the cloud computing space [4]

Industry Overview - The oil and gas industry is experiencing a technological revolution driven by artificial intelligence (AI), optimizing exploration, production, and operational efficiencies [1] - Companies like NVIDIA and Palantir Technologies are leading this transformation by providing essential computing power and AI-driven analytics [1] NVIDIA's Contributions - NVIDIA's Blackwell architecture offers industry-leading computing power for AI model training and inference, with its GB200 GPUs becoming integral to the oil and gas sector [2] - The Blackwell supercomputers enhance AI-driven seismic analysis by enabling rapid processing of vast datasets, achieving a 25x increase in token throughput and a 20x reduction in costs compared to the previous generation [3] - NVIDIA's Grace Hopper Superchips power advanced AI models for predictive maintenance, helping companies like BP and Shell forecast equipment failures and optimize maintenance schedules [4] - AI-powered edge computing from NVIDIA allows for continuous monitoring and analysis of operational data on oil rigs, enhancing safety and operational resilience [5] Palantir's Role - Palantir's AI-driven data platforms integrate real-time analytics and predictive modeling, making oil and gas operations smarter [6] - The company enables major firms to leverage AI-driven digital twin models, providing actionable insights that enhance decision-making and operational efficiency [7] - Palantir's AI-driven supply chain analytics help energy companies predict demand and optimize logistics, improving overall supply chain resilience [8] - The Artificial Intelligence Platform (AIP) from Palantir automates drilling and well management, minimizing human error and enhancing operational efficiency [9] Investment Insights - The global energy landscape is increasingly AI-driven, positioning NVIDIA and Palantir to capitalize on this transformation, with both stocks carrying a Zacks Rank 2 (Buy) [10]