Nvidia\'s AI edge is expanding beyond the performance and supply of its GPUs to system capabilities that coordinate entire data centres, an assessment says. As AI computing scales to gigawatt levels, efficiently linking memory, storage, networks and data flows is becoming critical to performance and cost. The shift is reflected in Nvidia’s strategy to build integrated data centre systems, including its next-generation Vera Rubin architecture combining GPUs, CPUs, accelerators, storage and networking racks.

Nvidia and Salesforce posted quarterly results that beat market expectations, undercutting a bearish view of the two tech stocks. CNBC reported that Jim Cramer said the results overturned some of Wall Street’s main concerns. Salesforce and Nvidia shares jumped 22 percent and 8 percent, respectively, after their earnings releases. Concerns had ranged from software pricing pressure to cloud demand and chip competition, but both companies pointed to growth, diversification and upbeat outlooks.