At GTC on Monday, Microsoft Corp. and NVIDIA expanded their longstanding collaboration with powerful new integrations that leverage the latest NVIDIA generative AI and Omniverse technologies across Microsoft Azure, Azure AI services, Microsoft Fabric and Microsoft 365.

"Together with NVIDIA, we are making the promise of AI real, helping to drive new benefits and productivity gains for people and organizations everywhere," said Satya Nadella, Chairman and CEO, Microsoft. "From bringing the GB200 Grace Blackwell processor to Azure, to new integrations between DGX Cloud and Microsoft Fabric, the announcements we are making today will ensure customers have the most comprehensive platforms and tools across every layer of the Copilot stack, from silicon to software, to build their own breakthrough AI capability."

"AI is transforming our daily lives - opening up a world of new opportunities," said Jensen Huang, founder and CEO of NVIDIA. "Through our collaboration with Microsoft, we're building a future that unlocks the promise of AI for customers, helping them deliver innovative solutions to the world."

Powering a new era of computing, NVIDIA today announced that the NVIDIA Blackwell platform has arrived—enabling organizations everywhere to build and run real-time generative AI on trillion-parameter large language models at up to 25x less cost and energy consumption than its predecessor.

The Blackwell GPU architecture features six transformative technologies for accelerated computing, which will help unlock breakthroughs in data processing, engineering simulation, electronic design automation, computer-aided drug design, quantum computing and generative AI—all emerging industry opportunities for NVIDIA.

NVIDIA (NASDAQ: NVDA) today reported revenue for the fourth quarter ended January 28, 2024, of $22.1 billion, up 22% from the previous quarter and up 265% from a year ago. For the quarter, GAAP earnings per diluted share was $4.93, up 33% from the previous quarter and up 765% from a year ago. Non-GAAP earnings per diluted share was $5.16, up 28% from the previous quarter and up 486% from a year ago.

For fiscal 2024, revenue was up 126% to $60.9 billion. GAAP earnings per diluted share was $11.93, up 586% from a year ago. Non-GAAP earnings per diluted share was $12.96, up 288% from a year ago. "Accelerated computing and generative AI have hit the tipping point. Demand is surging worldwide across companies, industries and nations," said Jensen Huang, founder and CEO of NVIDIA.

In a major stride toward building a shared national research infrastructure, the U.S. National Science Foundation has launched the National Artificial Intelligence Research Resource pilot program with significant support from NVIDIA. The initiative aims to broaden access to the tools needed to power responsible AI discovery and innovation. It was announced Wednesday in partnership with 10 other federal agencies as well as private-sector, nonprofit and philanthropic organizations. "The breadth of partners that have come together for this pilot underscores the urgency of developing a National AI Research Resource for the future of AI in America," said NSF Director Sethuraman Panchanathan. "By investing in AI research through the NAIRR pilot, the United States unleashes discovery and impact and bolsters its global competitiveness."

NVIDIA's commitment of $30 million in technology contributions over two years is a key factor in enlarging the scale of the pilot, fueling the potential for broader achievements and accelerating the momentum toward full-scale implementation. "The NAIRR is a vision of a national research infrastructure that will provide access to computing, data, models and software to empower researchers and communities," said Katie Antypas, director of the Office of Advanced Cyberinfrastructure at the NSF. "Our primary goals for the NAIRR pilot are to support fundamental AI research and domain-specific research applying AI, reach broader communities, particularly those currently unable to participate in the AI innovation ecosystem, and refine the design for the future full NAIRR," Antypas added.

Amazon Web Services, Inc. (AWS), an Amazon.com, Inc. company (NASDAQ: AMZN), and NVIDIA (NASDAQ: NVDA) today announced an expansion of their strategic collaboration to deliver the most-advanced infrastructure, software and services to power customers' generative artificial intelligence (AI) innovations. The companies will bring together the best of NVIDIA and AWS technologies—from NVIDIA's newest multi-node systems featuring next-generation GPUs, CPUs and AI software, to AWS Nitro System advanced virtualization and security, Elastic Fabric Adapter (EFA) interconnect, and UltraCluster scalability—that are ideal for training foundation models and building generative AI applications.

The expanded collaboration builds on a longstanding relationship that has fueled the generative AI era by offering early machine learning (ML) pioneers the compute performance required to advance the state-of-the-art in these technologies.

NVIDIA today introduced an AI foundry service to supercharge the development and tuning of custom generative AI applications for enterprises and startups deploying on Microsoft Azure.

The NVIDIA AI foundry service pulls together three elements—a collection of NVIDIA AI Foundation Models, NVIDIA NeMo framework and tools, and NVIDIA DGX Cloud AI supercomputing services—that give enterprises an end-to-end solution for creating custom generative AI models. Businesses can then deploy their customized models with NVIDIA AI Enterprise software to power generative AI applications, including intelligent search, summarization and content generation.

Training generative AI models just got easier. NVIDIA DGX Cloud AI supercomputing platform and NVIDIA AI Enterprise software are now available in Oracle Cloud Marketplace, making it possible for Oracle Cloud Infrastructure customers to access high-performance accelerated computing and software to run secure, stable and supported production AI in just a few clicks. The addition - an industry first - brings new capabilities for end-to-end development and deployment on Oracle Cloud. Enterprises can get started from the Oracle Cloud Marketplace to train models on DGX Cloud, and then deploy their applications on OCI with NVIDIA AI Enterprise.

Oracle Cloud and NVIDIA Lift Industries Into Era of AI
Thousands of enterprises around the world rely on OCI to power the applications that drive their businesses. Its customers include leaders across industries such as healthcare, scientific research, financial services, telecommunications and more. Oracle Cloud Marketplace is a catalog of solutions that offers customers flexible consumption models and simple billing. Its addition of DGX Cloud and NVIDIA AI Enterprise lets OCI customers use their existing cloud credits to integrate NVIDIA's leading AI supercomputing platform and software into their development and deployment pipelines. With DGX Cloud, OCI customers can train models for generative AI applications like intelligent chatbots, search, summarization and content generation.