Nvidia unveils NIM Agent Ai workflows for enterprises; highlights Blackwell at Hot Chips conference

Nvidia (NASDAQ:NVDA) was among the most active stocks in the U.S. market on Tuesday following the company’s presentation on its Blackwell platform at the Hot Chips 2024 conference at Stanford University on Monday.

Wells Fargo noted that there were no incremental comments on Blackwell’s availability or ramp up expectations, but there were still a few key takeaways.

Analysts led by Aaron Rakers said that Nvidia’s presentation, as expected, emphasized the company’s strategy of innovating across the entire stack — from hardware (Blackwell GPU, Grace CPU, NVSwitch Chip, BlueField-3, ConnectX-7/8, Spectrum-4, and Quantrum-3) to systems software, and application libraries among other things.

The tech giant highlighted its domain-specific focus with now having 400+ CUDA X libraries optimized across very specific application environments.

The analysts added that the presentation reinforced their views that the fifth-generation NVLink interconnect is underpinned by Nvidia’s next-generation PHY/SerDes innovations. The NVLInk 5.0 switch chip is based on Taiwan Semiconductor Manufacturing’s (TSM) 4NP process.

The presentation also re-affirmed that Blackwell is based on TSM’s 4NP process and used the latest generation packaging.

It also reiterated Nvidia’s focus on an annual product cycle cadence, across its portfolio. This includes: Blackwell Ultra GPUs (288GB HBM3E) and Spectruim X Ultra X800 scaling to 512-radix scaling in 2025. Rubin GPU (8-stacks HBM4), Vera CPU, NVLink 6 (3600GB/s), ConnectX-9 (1.6T), and Spectrum-X1600 + Quantum-X160 in 2026, and Rubin Ultra GPUs (12-stacks HBM4) in 2027, according to the analysts.

Separately, on Tuesday, Nvidia unveiled NIM Agent Blueprints — which are a catalog of pretrained, customizable AI workflows to help enterprise developers build and deploy generative AI applications.

The service now available include a digital human workflow for customer service, a generative virtual screening workflow for computer-aided drug discovery and a multimodal PDF data extraction workflow for enterprise retrieval-augmented generation which can use vast amounts of business data for more accurate responses, according to Nvidia.

Nvidia noted that Accenture (ACN), Deloitte, SoftServe and World Wide Technology are bringing NIM Agent Blueprints to enterprises globally.

Meanwhile, Cisco (CSCO), Dell Technologies (DELL), Hewlett Packard Enterprise (HPE) and Lenovo (OTCPK:LNVGY) (OTCPK:LNVGF) are offering full-stack NVIDIA-accelerated infrastructure and solutions to speed NIM Agent Blueprints deployments.

“With the NVIDIA AI Enterprise toolkit — including NeMo, NIM microservices and the latest NIM Agent Blueprints — our expansive partner ecosystem is poised to help enterprises customize open-source models, build bespoke AI applications and deploy them seamlessly across any cloud, on premises or at the edge,” said Nvidia’s Founder and CEO Jensen Huang.