“What we’re announcing today is the democratization of AI,” says VMWare CEO Pat Gelsinger. “VMWare and Nvidia are coming together to leverage all the work they have done over the last decade and a half in AI. This partnership will put it on the industry-standard VMWare footprint to enable every enterprise to have this game-changing technology of AI. We see it as a game-changer for the AI industry broadly.”
The Democratization Of AI
Nvidia and VMWare are coming together in a new partnership. Nvidia has been building their capabilities in artificial intelligence are for quite a number of years. But AI is used by only 10 to 15% of enterprises where specialized hardware sits in the corner of the data center and is only available in remote cloud environments. What we’re announcing today is the democratization of AI. VMWare and Nvidia are coming together to leverage all the work they have done over the last decade and a half in AI.
This partnership will put it on the industry-standard VMWare footprint to enable every enterprise to have this game-changing technology of AI. Literally, that software can introspect on data and write software and bring that to every enterprise application. We are quite excited about the partnership. Nvidia CEO Jensen Huang and I have known each other for several decades and it really is exciting to see us bring the partnership to the next level.
Making AI Broadly Available For Enterprises
We are excited about it. We do see that this idea that we can now make AI broadly available for enterprises. It’s exciting for Nvidia because even as successful as they’ve been, they are still only cracking a small piece of the application workload. For us, this is a major accelerant not just in the data center but also extending to the Edge. As we see 5G and Edge emerge this is a major new area for both companies.
With our Tanzu offerings and virtualization offerings, it really is saying that now every enterprise can start to take availability of these powerful AI capabilities. We see it as a game-changer for the AI industry broadly and cleary an accelerant for us and for Nvidia and for our financials.
The Edge – Next Major Move Of Application Development
Multi-cloud is the core of our Tanzu offerings. We want to help companies take advantage of the most modern CI/CD pipeline DevOps, DevSecOps capabilities. But they need to be able to take advantage of it in their private data centers, across multiple clouds, and to the Edge. For this, clearly, our preferred partnership with Amazon has really taken off. Now with Azure and Google and Oracle and the Alibaba partnership showing up now they can take advantage of that across any cloud and be able to go from their private data centers to the cloud and back.
We now have major customers of which a number of those we are highlighting at VMWorld who really are taking advantage of both to the cloud as well as from the cloud. This hybrid approach enables us to save 30% on average for customers. It’s a big savings but it also enables customers to have consistent developer environments and take advantage of the Edge. The Edge will be the next major move of application development as 5G starts to become broadly available in the industry.