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83. LIVE from SC24! Is Nvidia Secretariat? HPC meets AI, govs rush to spend $30B on Chips Act
November 21, 2024
Dave Vellante
Co-Founder & Co-CEOSiliconANGLE Media, Inc.
HOST
George Gilbert
Principal Analyst, Data & AISiliconANGLE & theCUBE
HOST
The CUBE Pod is currently at a Supercomputing event in Atlanta, recording episode 83 live. The event has seen impressive showcases from Dell and Hewlett Packard Enterprise, with Dell's AI factory positioning creating buzz. Supercomputing is busy with activity, meetings, and displays, reflecting progress in the industry as a trade show with exhibitors like Lenovo and Rubrik. Snowflake and NVIDIA have posted strong earnings, with Snowflake focusing on product revenue for the next year and NVIDIA maintaining its industry lead. The competitive landscape in AI is ...Read more