NVL's Impact On the AI Data Center Ecosystem; Expected to Reach 15%+ Adoption by 2027

With the launch of NVIDIA’s NVL72, our clients are eagerly exploring its profound impact on the AI ecosystem. The NVL72, with its groundbreaking architecture, has the potential to become the gold standard for data center accelerated compute platforms in the future.

Moreover, clients are closely analyzing how this innovation will shift the interconnects market and which players will be most affected. Previously, we discussed the critical role of interface technologies like PCIe and NVLink in determining the speed and efficiency of data movement between GPUs and other system components. This topic is garnering significant attention, especially given that the NVIDIA NVL72 bypasses PCIe for its primary interconnects. Instead, it employs NVLink for GPU-to-GPU and CPU-to-GPU communication within its rack-scale architecture.

NVL72 combines NVLink and advanced liquid cooling in a single, massive 72-GPU rack. It boasts 30 times faster real-time inference for trillion-parameter language models and four times faster training for large-scale models. This makes NVL72 a standout solution, poised to redefine the capabilities and efficiency of AI and HPC environments. For investors, NVL72 represents a compelling opportunity to be at the forefront of a transformative shift in the AI landscape.

In this article, we will discuss:

1. NVL Impact On AI Training and Inference

2. New Use Cases Enabled by NVL72

3. NVL 3-year Adoption Projection

4. Why Most Hyperscalers Are Interested in NVL36?

5. Who is Affected by NVL 72 Launch?