NVIDIA
Executive perspectives from NVIDIA across NextGenInfra's event and research showcases.
6 video interviews · 2020–2026
NVIDIA's AI Factory Networking Stack
- AI factories require four distinct network layers, each purpose-designed
- Scale-up on NVLink; scale-out on InfiniBand or Spectrum-X Ethernet
- Scale-across on Spectrum-XGS; storage on the BlueField-4 STX architecture
Full summary
Gilad Shainer, SVP of Networking at NVIDIA, shares why building AI factories requires designing four distinct infrastructure layers—scale-up using NVLink, scale-out using InfiniBand or Spectrum X Ethernet, scale-across using Spectrum XGS, and storage with NVIDIA Bluefield-4 STX architecture.
90% of Telcos See Revenue Gains from AI
- NVIDIA's fourth annual AI report finds 90% of telcos say AI is already raising revenue or cutting costs
- Planned AI spending jumped from 65% in 2024 to 89% in 2025
- 77% expect AI-native networks before 6G, targeting spectral and energy efficiency, performance, and personalization
Full summary
Chris Penrose, Global Head Business Development - Telco at NVIDIA, presents findings from NVIDIA's fourth annual AI report showing that 90% of telecom respondents report AI is already increasing revenues or reducing costs, with planned AI spending jumping from 65% in 2024 to 89% in 2025. Network transformation through AI has become the top use case, with 77% of respondents expecting to implement AI-native networks before 6G arrives, focusing on spectral efficiency, energy efficiency, performance improvements, and service personalization.
Network Architecture for Scaling AI
- NVIDIA spans scale-up and scale-out with GB200 NVL72, InfiniBand, and the Spectrum-X Ethernet platform.
- Spectrum-X, its optimized Ethernet offering, is positioned to support 100K+ GPU clusters.
- NVIDIA embraces both InfiniBand and Ethernet rather than betting on a single fabric.
Full summary
Kevin Deierling, Senior Vice President of Networking at NVIDIA, outlines the company's scale-up and scale-out networking technologies, focusing on their GB200 NVL72 architecture, InfiniBand offerings, and Spectrum-X Ethernet platform. He discusses scale-up and scale-out scenarios, highlighting how their optimized Ethernet offering can support 100K+ GPU clusters.
The State of AI in Telecom
- NVIDIA's report finds 77% of telcos report cost savings and 84% see revenue benefits from AI.
- 84% of telcos plan to offer generative AI services to customers.
- Open-source models and generative AI are gaining adoption in production.
Full summary
Chris Penrose, Global Head Business Development - Telco at NVIDIA, discusses key findings from their AI Trends and Telecom report, which shows telcos achieving positive ROI with AI implementations - 77% reporting cost savings and 84% seeing revenue benefits. The report indicates growing adoption of open-source models and generative AI in production environments, with 84% of telcos planning to offer generative AI services to their customers.
Telcos Increase Budgets for AI
- NVIDIA's report finds 56% of telecoms view AI as crucial to future success, up from 42% a year earlier.
- 66% of telecom companies plan to increase their AI infrastructure budget.
Full summary
Chris Penrose, the Global Head Business Development - Telco at NVIDIA, presented the company's second annual AI and Telecom report, revealing that 56% of telecom companies view AI as crucial to their future success, up from 42% last year, and 66% plan to increase their AI infrastructure budget. NVIDIA will use these insights to shape its product development, focusing on enhancing customer experience and network operations.
Innovative Ways to Accelerate Public and Private Cloud Infrastructure
- NVIDIA's Ash Bhalgat identifies four cloud performance pain points: virtualization, SDN, storage, and security.
- He explains achieving maximum efficiency without sacrificing performance using NVIDIA's Mellanox networking products and open-source tools.
Full summary
Customers deploying cloud infrastructure run into performance issues in four key areas: virtualization, SDN, storage, and security. In this video, Ash Bhalgat, Senior Director of Cloud & Telco Market Development at NVIDIA’s Networking Business Unit, explains how to achieve maximum cloud infrastructure efficiency without sacrificing performance by using NVIDIA’s Mellanox Networking products and open-source software tools.