AMD Instinct 455X targets Nvidia’s Rubin directly
320 billion transistors, 72-GPU rack scale—Scale up, scale out.
AI demand pushes hardware prices higher
Chips, memory, consoles all cost more
Rubin makes inference a rack problem
The emphasis turns to memory, power, and racks as interconnected parts of the puzzle
Nvidia shrinks Blackwell for mass robotics
New modules target mainstream edge AI
SambaNova could cap AI CapEx
Hybrid inference extends GPU investments.
DeepSeek moves toward its own AI chip
Chip said to be for inference rather than training.
Koduri builds the Arm model for AI GPUs
Oxmiq’s licensable IP stack targets the economics of AI factories.
Agentic AI recasts host CPUs
Memory and orchestration drive procurement.
European AI factories everywhere, still Nvidia
Nvidia’s European AI factory expansion also strengthens the quantum-classical stack.
Nvidia’s RTX Spark to fuel Adobe creative apps
Photoshop, Premiere Pro, Substance 3D to get big boost from the new Windows AI platform.
SK Hynix bets HBM, wins Nvidia jackpot
A decade-long memory gamble reshapes the AI silicon supply chain.
Nvidia enters PC chip market
RTX Spark integrates AI, graphics, and Arm architectures.