IBM (IBM) and NVIDIA (NVDA) are reinventing data processing for the era of AI by accelerating IBM Watson Data and SQL engines with NVDA GPU computing libraries

• Gives positive mention to Nestle (NESN SW), Dell Technologies (DELL) and Snapchat (SNAP).
• Nestle refreshed the Data Mart a few times a day, with accelerated Watson x dot data running on NVIDIA GPUs. Nestle can run the same workload five times faster at 83% lower cost.
• Dell is the world leading computer systems maker and they also are one of the world's leading storage providers. And they worked with us to create the Dell AI data platform that integrates cuDF and CVS to create an accelerated data platform.
• We've been working with Google Cloud for a very long time. We accelerate Google's Vertex AI. We now accelerate BigQuery really important framework and really important platform.
• And this is an example of our work together with Snapchat (SNAP) where we reduce their cost of computing by nearly 80%.
• Excited about Palantir (PLTR) and Dell (DELL). 

IBM's collaboration with NVIDIA to boost its AI data processing capabilities could significantly enhance its value proposition, especially when they can provide cost savings and efficiency improvements for major clients like Nestle and Snap. This partnership not only strengthens their market position in the AI space but could also create ripple effects through related sectors, intriguing investors in both tech and consumer firms as they adapt to these advancements.