Nvidia ne apne naye 'Vera' CPUs se market mein entry maar li hai. Cloud-computing unicorn Modal ne apne AI agents ke liye Nvidia ke chips chune hain, jo Intel aur AMD ke liye ek bada khatra hai.
Nvidia ka naya CPU khel
Ab tak Nvidia sirf GPUs ke liye jana jata tha, lekin ab company ne server chip market mein seedhi entry le li hai. Modal ne apne AI infrastructure ke liye Nvidia ke 'Vera' processors ko chuna hai, jo ki ab tak Intel aur AMD ke x86 architecture par chalta tha. Nvidia ka goal bada hai—company ka target hai ki is fiscal year mein Vera chips se $20 Billion ka revenue generate kiya jaye.
Performance ka game
Modal ke hisaab se, Nvidia ke naye chips ne unke AI agents ki workload capacity ko 2x tak badha diya hai. Halanki, itna bada shift aasan nahi tha; unki engineering team ko kaafi software changes karne pade taaki system sahi se chale. Yeh saaf dikhata hai ki sirf nayi hardware lagane se kaam nahi chalta, uske liye mehnat bhi lagti hai.
Kya Intel aur AMD khatam ho gaye?
Bilkul nahi! Modal ne saaf kiya hai ki wo 'mix-and-match' strategy follow kar rahe hain taaki kisi ek hardware supplier par nirbhar na rahen. Investors ke liye seekh ye hai ki data center operators ab 'performance-per-watt' par focus kar rahe hain. Nvidia ne pehla bada kadam toh utha liya hai, par Intel aur AMD bhi chup nahi baithne wale. Ab competition aur tezi se badhegi.