Dive Brief:
- Nvidia and HP will embed the chipmaker’s data science and model building software in a new line of AI-optimized enterprise workstations and PCs, the two companies announced Thursday.
- To speed data processing and model building operations, HP will integrate Nvidia’s GPU-accelerated programming library, called CUDA-X, into its Z workstation computers and AI platform solution, the companies said. The companies will begin deploying the new capabilities later this month, according to the announcement.
- The partnership builds on an existing joint initiative between the two companies. HP unveiled rack-scale hardware designed to integrate its machine learning development environment with Nvidia’s AI production and governance toolkits in November.
Dive Insight:
As the initial rush to deploy production-grade generative AI models shifts to the harder work of sustaining innovation, enterprises are turning to vendors for more than just chatbot enhancements. Now the race is on to deliver developer workspaces and full-stack solutions flush with tools to align LLM capabilities with needs across the enterprise.
Nvidia is capitalizing on its leading position in high-capacity processors to solidify and expand partnerships throughout the vendor ecosphere while also growing its in-house software business.
“Nvidia is no longer just a GPU company, no longer just a networking and systems company — they are going full stack,” Chirag Dekate, VP analyst at Gartner, said in an interview with CIO Dive.
With its silicon business driving more than $1 trillion in valuation gains this year, the company rolled out PC-level processors and cloud-based data science and developer platforms in January.
The infusion of GPU power arrived just as the PC industry emerged from a prolonged slump, spurred by macroeconomic unease, discretionary budget trimming and a surplus of pandemic-era inventory.
HP introduced an expanded portfolio of ZBook AI workstations on Thursday. The new product line includes notebook and desktop PCs embedded with AMD and Nvidia AI processors.
Gartner expects nearly 55 million AI-optimized PCs to ship this year and IDC estimates that workstations embedded with high-capacity processing cores will comprise more than half of the total market by 2027.
“Game-changing AI requires customizing models to your organization’s data,” Dekate said. “What you need are tools that can help you build the solutions by empowering data scientists and AI developers.”
