Nvidia Rubin CPX and disaggregated long-context inference
Massive context and the inference dichotomy.
The MSI Raider A18 HX
It’s barely street legal.
With 120 to choose from, OpenAI wants a different one
OpenAI commissions Broadcom to build YAAIP (yet another AI Processor).
Acer unveils the Veriton GN100 AI Mini Workstation
Built on the Nvidia GB10 Superchip.
Q2’25 PC graphics add-in board shipments increased 27.0% from last quarter
Data center GPU boards were up an average of 4.7% from last quarter.
Q2’25 PC GPU shipments increased by 8.4% from last quarter, suggesting pre-tariff panic buying
Data center GPUs were up an average of 5% from last quarter.
AI processor sales are moving all the needles
Investments in infrastructure exceeding trillions of dollars.
Nvidia’s earnings beat expectations
Data center revenue less than expected.
AI servers become Foxconn’s biggest revenue generator
Long-term partnership with Nvidia for servers pays off.
GeForce Now on GeForce
Tens of thousands of RTX 5080s.
Nvidia’s new B30A chip
Targeted for Chinese market amid regulatory constraints.
Chinese AI GPU needs and ambitions
Will Nvidia be a minority player in five years?