“Grace and Grace Hopper are in full production and ramping into a new multi-billion dollar product line next year.”

In context

“ta and training, and inference, and generating AI. AI factory workloads are different and incremental to legacy data center workloads supporting IT tasks. AI factories run copilots and AI assistants, which are significant software TAM expansion and are driving significant new investment. Expanding the $1 trillion traditional data center infrastructure installed base, empowering the AI Industrial Revolution. NVIDIA H100 HGX with InfiniBand and the NVIDIA AI software stack define an AI factory today. As we expand our supply chain to meet the world's demand, we are also building new growth drivers for the next wave of AI. We highlighted three elements to our new growth strategy that are hitting their stride: CPU, networking, and software and services. Grace is NVIDIA's first data center CPU. Grace and Grace Hopper are in full production and ramping into a new multi-billion dollar product line next year. Irrespective of the CPU choice, we can help customers build an AI factory. NVIDIA networking now exceeds $10 billion annualized revenue run rate. InfiniBand grew five-fold year-over-year, and is positioned for excellent growth ahead as the networking of AI factories. Enterprises are also racing to adopt AI and Ethernet is the standard networking. This week we announced an Ethernet for AI platform for enterprises. NVIDIA Spectrum-X is an end-to-end solution of Bluefield SuperNIC, Spectrum-4 Ethernet switch and software that boosts Ethernet performance by up to 1.6x for AI workloads. Dell, HPE and Lenovo have joined us to bring a full generative AI solution of NVIDIA AI computing, networking and software to the world's enterprises. NVIDIA software and services is on track to exit the year a”