NVIDIA DGX AI Supercomputing Gets Boost With Equinix's New Fully Managed Service
Portfolio Pulse from Nabaparna Bhattacharya
Equinix, Inc. (NASDAQ:EQIX) has launched a fully managed private cloud service featuring NVIDIA DGX AI supercomputing infrastructure, including NVIDIA networking and software. Additionally, Allxon has partnered with NVIDIA Corporation (NASDAQ:NVDA) to manage NVIDIA Jetson Orin-powered industrial edge solutions, integrating NVIDIA Metropolis Microservices for Jetson. NVIDIA CEO Jensen Huang's attire during his China visit also garnered attention.
January 24, 2024 | 2:45 pm
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Equinix has announced a new service that includes NVIDIA DGX systems, which could attract enterprises seeking AI supercomputing capabilities, potentially increasing demand for Equinix's data center services.
The introduction of a fully managed AI supercomputing service by Equinix could lead to increased utilization of their data centers and higher demand for their services, which may positively impact their stock price in the short term.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
NVIDIA's partnership with Allxon for managing NVIDIA Jetson Orin-powered solutions and the launch of Equinix's service featuring NVIDIA's technology could boost NVIDIA's presence in AI and edge computing markets.
The partnership with Allxon and the adoption of NVIDIA's technology by Equinix's new service could lead to increased sales and market penetration for NVIDIA's AI and edge computing solutions, likely having a positive impact on their stock price in the short term.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 90