enterprise visualization, accelerated computing and virtualization overview: nvidia's investor...
DESCRIPTION
Jeff Brown and Sumit Gupta from NVIDIA's Design and Visualization team shared this overview of Enterprise Visualization, Accelerated Computing and Virtualization at NVIDIA's Annual Investor Day on March 25, 2014.TRANSCRIPT
Jeff Brown, VP, Design & Visualization
ANNUAL INVESTOR DAY
ENTERPRISE GROUPVisualization, Accelerated Computing & Virtualization
TESLAAccelerating Momentum in HPC and Big Data Analytics
QUADRORevolutionizing Design &
Visualization
GRIDEnabling End-to-End
Enterprise Virtualization
Highlights
QUADROTrusted,
Solid Growth
Record year – strong & growing
Refreshed product line
Key ISV applications increasingly GPU-centric
TESLAProven Growth
Business
Another record year
Growth accelerating in target HPC verticals
Big data analytics – emerging growth segment
GRIDPowering the Cloud
Revolution
Deep collaboration with industry virtualization leaders
Sales channel integration with partners
Demand generation driving thousands of leads and hundreds of trials
Quadro
30MCreative and design pros
$6B+TAM (4 year refresh cycle)
$1.5B+Available opportunity/year
Drivers:
4K workflows
ISV GPU based applications
3D printing
SOURCE: Adobe, Autodesk, NVIDIA Estimates
Businesses will spend more than $100 billion
on cloud-based services in 2016.Source: CIO Journal
“
”
Office Productivity Medical Records
DESIGNER
KNOWLEDGE WORKER
POWER USER
TASK WORKER
Enterprise Desktop Virtualization 1.0
Market
25M
200M
400M
100M
Vir
tualizati
on
1.0
Office Productivity Medical Records
Nice to Have
Must HaveMedia Rich WebPLM & Volume Design3D Engineering & Design Apps
DESIGNER
KNOWLEDGE WORKER
POWER USER
TASK WORKER
vGPU Enables EnterpriseMarket
25M
200M
400M
100M
New
Opport
unit
y2.0
Vir
tualizati
on
1.0
GRID Enterprise Opportunity
225MPower enterprise workers
20Concurrent users per GRID card
$5B+Available opportunity/year
SOURCE: IDC Data, NVIDIA Estimates
Total direct cost savings: RMB 9M
Utilization & work efficiency —“So enhanced it cannot be measured”
Security guaranteed
Patrick Godwin, Manager, Engineering Systems
With GPUs we can reduce our simulation
times by a factor of 2X times - that means
faster time to market.
With NVIDIA GRID we can get access to
the same performance from anywhere –
whether on a workstation, laptop or
tablet.
We’ve had a great response for NVIDIA
GRID and personally that’s all I use.
“
”
SummaryGRID — Enables end to end
enterprise virtualization
Quadro — Revolutionizing
design & visualization
Sumit Gupta, GM, Tesla Accelerated Computing
ANNUAL INVESTOR DAY
Highlights
QUADROTrusted,
Solid Growth
Record year – strong & growing
Refreshed product line
Key ISV applications increasingly GPU-centric
TESLAProven Growth
Business
Another record year
Growth accelerating in target HPC verticals
Big data analytics – emerging growth segment
GRIDPowering the Cloud
Revolution
Deep collaboration with industry virtualization leaders
Sales channel integration with partners
Demand generation driving thousands of leads and hundreds of trials
IBM Partners with NVIDIA to Build Next-Generation Supercomputers
POWER
CPUTesla
GPU
+
GPU-accelerated POWER-based systems available in 2014
Diverse Markets
Supercomputing23%
Oil & Gas12%
Defense/ Federal13%
Higher Ed / Research
15%
Med Image/ Instru11%
Consumer Web6%
Media & Entertain9%
Finance4%
CAE / MFG7%
NVIDIA estimates
FY14 Segments
0%
10%
20%
30%
40%
50%
2010 2011 2012
Accelerated Computing Growing Fast
2x Growth in One Year NVIDIA GPU is Accelerator of Choice
NVIDIA GPUs85%
INTEL PHI4%
OTHERS11%
Intersect360 ResearchHPC User Site Census: Systems, July 2013
Percent of HPC Systems With Accelerators
22% 24%
44%
Intersect360 ResearchHPC User Site Census: Systems, July 2013
World’s Top 3 Servers Now GPU-Accelerated
R720 DL380 x3650
Tesla HPC Opportunity
$15BHPC server spend/annual
1.5MGPU servers/annual
2GPUs per server
$3B+Available opportunity/year
SOURCE: IDC HPC Forecast, NVIDIA Estimates
Beyond HPC to Big Data Analytics
Partial list of atendees at GPU Technology Conference 2014
Tesla Accelerates Machine Learning & Data Analytics
Speech/Image Recognition
Recommendation Engine
Search Ranking
Auto Tagging in Creative Cloud
Speech/Image Recognition
Hadoop-based Clustering
FY15Positioned for
Growth
Fuel ongoing growth in
Defense & Federal
Continue to drive growth
in HPC
Drive new growth into
Consumer Web companies