Some More Game Theory, This Time On The AMD-Meta Platforms Deal
…Our best guess was that the Nvidia deal was for 2 million to 3 million GPUs, and lots of “Vera” Arm server CPUs both inside the AI systems and outside of them…
…Our best guess was that the Nvidia deal was for 2 million to 3 million GPUs, and lots of “Vera” Arm server CPUs both inside the AI systems and outside of them…
…The primary driver of this insatiable demand is, as you guessed, AI hardware, including GPUs (Nvidia/AMD), CPUs, and HBM (High Bandwidth Memory). This demand from NVIDIA, AMD, Intel, and even automotive…
…Intel Hammer Lake brings 'Thunder Hawk' unified cores to desktop, also revives multithreading AMD confirms production ramp of its EPYC 'Venice' server CPUs on TSMC's 2nm process Leak: Intel Razor Lake…
…Intel Hammer Lake brings 'Thunder Hawk' unified cores to desktop, also revives multithreading AMD confirms production ramp of its EPYC 'Venice' server CPUs on TSMC's 2nm process Leak: Intel Razor Lake…
…gov't with over 100,000 Blackwell GPUs By Anton Shilov Published 28 October 25 Supercomputers Nvidia unveils Vera Rubin supercomputers for Los Alamos National Laboratory By Anton Shilov Published 28 October…
…6 MIN READ May 14, 2026 How the NVIDIA Vera Rubin Platform is Solving Agentic AI’s Scale-Up Problem Agentic inference has fundamentally changed the runtime dynamics of inference workloads by…
…6 MIN READ May 14, 2026 How the NVIDIA Vera Rubin Platform is Solving Agentic AI’s Scale-Up Problem Agentic inference has fundamentally changed the runtime dynamics of inference workloads by…
…The platform includes the Rubin GPU and Vera CPU, designed to scale "agentic AI" and offering significant performance improvements in large-scale AI factories. [ 185 ] In May 2026, Nvidia announced that it…
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