Ben Gilbert: evaluation

Transcript context

…But today, that’s quaint. Nvidia did that because they do a huge amount of research at the company. They work with every other company doing AI research and they were like, oh. Yes, this stuff is going to work and this stuff is going to require the fastest networking available. I think that has to do with why no one else saw how valuable the Mellanox technology could be. Another thing that I want to talk about for Nvidia’s business today is this notion of the data center is the computer. Jensen did a great interview with Ben Thompson last year where he talks about the idea that they build their systems full stack. Their dream is that you own and operate a DGX SuperPOD. He says, “We build our systems full stack, but we go to market in a disaggregated way, integrating into the compute fabric of the industry. ” I think that’s his way of saying, customers need to use us in a bunch of different ways, so we need to be flexible on that. But we don’t want to build each of our components such that if you do assemble them altogether, it’s this unbelievable experience. We’ll figure out how to provide the right experience to you if you only want to use them in piecemeal ways, or you want to use us in the cloud, or the cloud providers want to use us. Again, it’s build the product as a system, build the system full stack, but go to market in a disaggregated way. I think if I remember right in that interview, Ben, picked up on this and was like, wait, are you building your own cloud? And Jensen was like, well maybe. We’ll see. Of course, then they launched DGX cloud in a well-maybe-we’ll-see sort of way.…

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