NVIDIA has announced a significant partnership with Indian data center operator Yotta, securing substantial AI GPU orders and diverting their business away from China towards India. Yotta’s CEO has revealed that the company will be purchasing AI GPUs from NVIDIA worth $500 million, further cementing their relationship with the AI GPU leader and increasing their total order book to $1 billion.
The move comes as Yotta aims to bolster its AI cloud services and requires additional AI GPUs to power its infrastructure. Yotta plans to incorporate approximately 16,000 of NVIDIA’s AI GPU chips, including the H100 and upcoming GH200 models, which will be installed by March 2025. Last year, Yotta had already placed an order for 16,000 x H100 AI GPUs from NVIDIA, set to be delivered by July 2024.
In addition to Yotta, NVIDIA has established partnerships with two other Indian conglomerates, Reliance Industries and Tata Group. These collaborations aim to develop cloud infrastructure and large language models for generative AI applications. Yotta, a partner firm for NVIDIA in India, forms part of Indian billionaire Niranjan Hiranandani’s real estate group, and its hardware is present in three data center campuses located in Mumbai, Gujarat, and near New Delhi.
This alliance between NVIDIA and Yotta signifies NVIDIA’s efforts to expand its presence in the Indian market, leveraging India’s growing demand for AI technologies. By partnering with Yotta and other major conglomerates, NVIDIA can tap into India’s burgeoning AI ecosystem and establish a strong foothold in the country.
Moreover, NVIDIA’s dedication to increasing AI GPU shipments aligns with the projections made by Tianfeng Securities analyst Ming-Chi Kuo. Kuo expects NVIDIA’s AI server shipments to grow by at least 150% YoY in 2024. Furthermore, Kuo highlights the need for ultra-low-loss CCL (Channel Coding Layer) in future AI PCs, indicating that there is a rising demand for more efficient and powerful AI hardware.
With NVIDIA’s plans to upgrade its AI servers to the B100 solution in the second half of 2024, the company aims to further increase the usage of CCL and meet the evolving requirements of the AI industry. By focusing on strategic partnerships and innovative advancements, NVIDIA is poised to strengthen its position as a leader in the global AI GPU market.
The source of the article is from the blog oinegro.com.br