NVIDIA CORPORATION

(NVDA)
  Report
Delayed Nasdaq  -  04:00 2022-08-05 pm EDT
189.89 USD   -1.18%
08/04MASAYOSHI SON : Vision Fund slide points to more pain for SoftBank's Son
RE
08/04NVIDIA : Rush Into August This GFN Thursday With 38 New Games on GeForce NOW
PU
08/03NVIDIA : Jetson AGX Orin 32GB Production Modules Now Available; Partner Ecosystem Appliances and Servers Arrive
PU
SummaryQuotesChartsNewsRatingsCalendarCompanyFinancialsConsensusRevisions 
SummaryMost relevantAll NewsAnalyst Reco.Other languagesPress ReleasesOfficial PublicationsSector newsMarketScreener Strategies

Inside the DPU: Talk Describes an Engine Powering Data Center Networks

08/19/2021 | 11:44am EDT

The tech world this week gets its first look under the hood of the NVIDIA BlueField data processing unit. The chip invented the category of the DPU last year, and it's already being embraced by cloud services, supercomputers and many OEMs and software partners.

Idan Burstein, a principal architect leading our Israel-based BlueField design team, will describe the DPU's architecture at Hot Chips, an annual conference that draws many of the world's top microprocessor designers.

The talk will unveil a silicon engine for accelerating modern data centers. It's an array of hardware accelerators and general-purpose Arm cores that speed networking, security and storage jobs.

Those jobs include virtualizing data center hardware while securing and smoothing the flow of network traffic. It's work that involves accelerating in hardware a growing alphabet soup of tasks fundamental to running a data center, such as:

  • IPsec, TLS, AES-GCM, RegEx and Public Key Acceleration for security
  • NVMe-oF, RAID and GPUDirect Storage for storage
  • RDMA, RoCE, SR-IOV, VXLAN, VirtIO and GPUDirect RDMA for networking, and
  • Offloads for video streaming and time-sensitive communications

These workloads are growing faster than Moore's law and already consume a third of server CPU cycles. DPUs pack purpose-built hardware to run these jobs more efficiently, making more CPU cores available for data center applications.

DPUs deliver virtualization and advanced security without compromising bare-metal performance. Their uses span the gamut from cloud computing and media streaming to storage, edge processing and high performance computing.

NVIDIA CEO Jensen Huang describes DPUs as 'one of the three major pillars of computing going forward … The CPU is for general-purpose computing, the GPU is for accelerated computing and the DPU, which moves data around the data center, does data processing.'

A Full Plug-and-Play Stack

The good news for users is they don't have to master the silicon details that may fascinate processor architects at Hot Chips. They can simply plug their existing software into familiar high-level software interfaces to harness the DPU's power.

Those APIs are bundled into the DPU's software stack called NVIDIA DOCA. It includes drivers, libraries, tools, documentation, example applications and a runtime environment for provisioning, deploying and orchestrating services on thousands of DPUs across the data center.

We've already received requests for early access to DOCA from hundreds of organizations, including several of the world's industry leaders.

DOCA provides a software platform for rapid development of networking, storage and security applications on the DPU. DPUs Deliver for Data Centers, Clouds

The architecture described at Hot Chips is moving into several of the world's largest clouds as well as a TOP500 supercomputer and integrated with next-generation firewalls. It will soon be available in systems from several top OEMs supported with software from more than a dozen other partners.

Today, multiple cloud service providers around the world are using or preparing to deploy BlueField DPUs to provision compute instances securely.

BlueField Powers Supercomputers, Firewalls

The University of Cambridge tapped into the DPU's efficiencies to debut in June the fastest academic system in the U.K., a supercomputer that hit No. 3 on the Green500 list of the world's most energy-efficient systems.

It's the world's first cloud-native supercomputer, letting researchers share virtual resources with privacy and security while not compromising performance.

With the VM-Series Next-Generation Firewall from Palo Alto Networks, every data center can now access the DPU's security capabilities. The VM-Series NGFW can be accelerated with BlueField-2 to inspect network flows that were previously impossible or impractical to track.

The DPU will soon be available in systems from ASUS, Atos, Dell Technologies, Fujitsu, GIGABYTE, H3C, Inspur, Quanta/QCT and Supermicro, several of which announced plans at Computex in May.

More than a dozen software partners will support the NVIDIA BlueField DPUs, including:

  • VMware, with Project Monterey, which introduces DPUs to the more than 300,000 organizations that rely on VMware for its speed, resilience and security.
  • Red Hat, with an upcoming developer's kit for Red Hat Enterprise Linux and Red Hat OpenShift, used by 95 percent of the Fortune 500.
  • Canonical, in Ubuntu Linux, the most popular operating system among public clouds.
  • Check Point Software Technologies, in products used by more than 100,000 organizations worldwide to prevent cyberattacks.

Other partners include Cloudflare, DDN, Excelero, F5, Fortinet, Guardicore, Juniper Networks, NetApp, Vast Data and WekaIO.

The support is broad because the opportunity is big.

'Every single networking chip in the world will be a smart networking chip … And that's what the DPU is. It's a data center on a chip,' said Collette Kress, NVIDIA's CFO, in a May earnings call, predicting every server will someday sport a DPU.

DPU-Powered Networks on the Horizon

Market watchers at Dell'Oro Group forecast the number of smart networking ports shipped will nearly double from 4.4 million in 2020 to 7.4 million by 2025.

Gearing up for that growth, NVIDIA announced at GTC its roadmap for the next two generations of DPUs.

The BlueField-3, sampling next year, will drive networks up to 400 Gbit/second and pack the muscle of 300 x86 cores. The BlueField-4 will deliver an order of magnitude more performance with the addition of NVIDIA AI computing technologies.

What's clear from the market momentum and this week's Hot Chips talk is just as it has in AI, NVIDIA is now setting the pace in accelerated networking.

Disclaimer

Nvidia Corporation published this content on 19 August 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 19 August 2021 15:43:03 UTC.


© Publicnow 2021
All news about NVIDIA CORPORATION
08/04MASAYOSHI SON : Vision Fund slide points to more pain for SoftBank's Son
RE
08/04NVIDIA : Rush Into August This GFN Thursday With 38 New Games on GeForce NOW
PU
08/03NVIDIA : Jetson AGX Orin 32GB Production Modules Now Available; Partner Ecosystem Applianc..
PU
08/02Wall Street set to open lower as U.S.-China tensions grow
RE
08/02Semiconductor stocks under pressure as Taiwan tensions mount
RE
08/02Logitech Unit, Tencent Games Partner On Handheld Cloud Game
MT
07/28NVIDIA : 1,650+ Global Interns Gleam With NVIDIA Green
PU
07/28PONY.AI EXPRESS : New Autonomous Trucking Collaboration Powered by NVIDIA DRIVE Orin
PU
07/28SOCIAL BUZZ : Wallstreetbets Stocks Down Premarket; Teladoc Poised to Plummet
MT
07/27Pelosi's husband dumps Nvidia stock as House eyes chip bill
RE
More news
Analyst Recommendations on NVIDIA CORPORATION
More recommendations
Financials (USD)
Sales 2023 33 414 M - -
Net income 2023 10 151 M - -
Net cash 2023 16 423 M - -
P/E ratio 2023 46,5x
Yield 2023 0,09%
Capitalization 475 B 475 B -
EV / Sales 2023 13,7x
EV / Sales 2024 11,7x
Nbr of Employees 22 473
Free-Float 96,0%
Chart NVIDIA CORPORATION
Duration : Period :
NVIDIA Corporation Technical Analysis Chart | MarketScreener
Full-screen chart
Technical analysis trends NVIDIA CORPORATION
Short TermMid-TermLong Term
TrendsBullishBearishBearish
Income Statement Evolution
Consensus
Sell
Buy
Mean consensus BUY
Number of Analysts 42
Last Close Price 189,89 $
Average target price 236,08 $
Spread / Average Target 24,3%
EPS Revisions
Managers and Directors
Jen Hsun Huang President, Chief Executive Officer & Director
Colette M. Kress Chief Financial Officer & Executive Vice President
William James Dally Chief Scientist & Senior Vice President-Research
Tony Tamasi Senior Vice President-Content & Technology
Debora Shoquist Executive Vice President-Operations
Sector and Competitors
1st jan.Capi. (M$)
NVIDIA CORPORATION-35.44%475 487
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED-16.10%445 631
BROADCOM INC.-16.92%222 681
QUALCOMM, INC.-17.86%168 686
TEXAS INSTRUMENTS-1.89%168 396
ADVANCED MICRO DEVICES, INC.-28.90%165 161