SAN JOSE, March 18 (Reuters) -
Nvidia ( NVDA ) on Monday unveiled software aimed at making
it easier for businesses to incorporate artificial intelligence
systems into their work, broadening the chipmaker's offerings.
The release highlights Nvidia's ( NVDA ) push to expand its presence
in the AI application execution sector, called inference, where
the company's chips don't dominate the market, said Joel
Hellermark, CEO of Sana, a maker of AI assistants for companies.
Nvidia ( NVDA ) is best known for providing the chips used to train
so-called foundation models like OpenAI's GPT-4. Training
involves ingesting large amounts of data and is done mostly by
AI-focused and large tech companies.
Now, companies of all sizes are scrambling to
incorporate those foundation models into their work, which can
be complicated. The Nvidia ( NVDA ) tools released on Monday are designed
to make it easier to modify and run various AI models on Nvidia ( NVDA )
hardware.
"It's like buying a ready-made meal rather than going out
and purchasing ingredients yourself," said Ben Metcalfe, a
venture capitalist who founded Monochrome Capital.
"The Googles and Doordashes and Ubers, they can do all of
this themselves, but now that Nvidia ( NVDA ) has more GPUs available
they need to enable more companies to get value out of GPUs," he
said. Those less tech-savvy companies can use the "prepared
recipes" to get their systems up, he said.
For example, ServiceNow ( NOW ), a firm that provides software
for use by technical support staff inside big businesses, said
it used Nvidia's ( NVDA ) tools to create a "copilot" to help solve
corporate IT problems.
Nvidia ( NVDA ) has some big-name partners for the new tools: Microsoft ( MSFT )
, Alphabet Inc's ( GOOG ) Google and Amazon ( AMZN )
will offer them as part of their cloud computing services, and
Google, Cohere, Meta and Mistral are among companies offering
models. But OpenAI, its financial backer Microsoft ( MSFT ) and
Anthropic, two of the largest providers of foundation models,
are notably missing from the list.
Nvidia's ( NVDA ) tools offer a potential revenue boost for the
chipmaker: They are part of its existing software suite that
costs $4,500 a year for each Nvidia ( NVDA ) chip if used on in a private
data center or $1 per hour in a cloud data center.