According to Chowdhry, Microsoft Corporation MSFT Azure is doubling the size of its GPU farms, re-shaping scale-out applications by implementing Cognitive Tool Kit (CNTK) based intelligence to its platform and applications.
This is notable because Microsoft's customers are running their Nvidia GPU at full-allocation, which implies that customers are running out of Nvidia's GPI capacity within Microsoft's Azure cloud.Meanwhile, Microsoft is doubling the size of its Nvidia GPI clusters on expectations of a surge in demand to run machine learning and deep learning technologies and capabilities.
Strong Trends For Nvidia
Chowdhry added that Azure could double the size of its GPU farms, which implies that Nvidia's business is "rock-solid."
Chowdhry continued that two strong trends are going to benefit Nvidia as soon as August and come from two different sources: 1) upgraded revenues from Nvidia's K-Series and M-Series into its P-Series Gpus and 2) as previously noted, the doubling of the size of Microsoft's Azure GPU cloud.
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