"Let me tell you why this makes sense for Nvidia and why I'm excited about it," Jensen said. He talked about how the demand for high-performance computing would rise—how workloads including AI, scientific computing, and data analytics required enormous performance increases, which could only be attained through accelerated computing with GPUs and better networking. He explained how AI applications would eventually require tens of thousands of servers connected to one another and working together in concert, and the market-leading networking technology from Mellanox would be critical to make that possible.
"Emerging AI and data-analytics workloads demand data-center-scale optimization," he said. Jensen was predicting that computing would move beyond one device—that the entire data center would become the computer.