Supply chain challenges risk delaying Nvidia's Rubin GPUs
… As we've previously reported , demand for AI infrastructure, combined with the highly cyclical nature of memory markets, is largely to blame for the sky high prices. …
Search
OpenAI's $122B in funding comes at a perilous moment
… If the Iran conflict creates a more permanently high oil price, it could see those companies cut spending in the next two quarters as energy costs rise, producing a "really meaningful correction in all equity markets," Melissa Otto, head of research at S&P Global Visible Alpha, told Reuters . …
UALink delivers 2.0 spec before v. 1.0 silicon ships
… Nvidia has come to dominate the market for the high-speed networks and switches needed to run hundreds of GPUs in concert. …
Storage vendors orbit the Nvidia sun at GTC
… IBM is offering Blackwell Ultra GPUs on IBM Cloud for large-scale training, high-throughput inferencing, and AI reasoning. …