… Apple & NVIDIA Are Major 3nm Clients, and the Supply Shortage Actually Helps Them Offset Competition We have discussed TSMC's chipmaking capabilities being under pressure, as every major entity in the AI race depends on the Taiwan giant. …
… With just a few generations of clear vision, sustained investment and a refusal to compete on Intel's terms, Team Red was able to turn the market around for good, and the results of this competition is being enjoyed by consumers to date. …
… As compute density rises, air-based cooling can’t keep pace. Sustained GPU workloads generate intense, concentrated heat—pushing energy use higher, driving up operational costs, and putting real pressure on efficiency measures like Power Usage Effectiveness PUE . …
… The state of the competition Compute—the advanced semiconductors needed to train and deploy frontier AI—is an essential input on each front of the competition described above. The race for global AI leadership is in large part a race for compute. …
… IBM was raking in money hand over fist with the System/360 and then the System/370 mainframes six and then five decades ago, too, and vanquished just about all of its competition in mainframes except a very pesky Amdahl eventually teamed with Fujitsu and a persistent Hitachi – both running IBM’s ow… …
… In agentic inference, it reduces users’ wait time, improving accelerator utilization and easing pressure on KV cache offloading. …
… The New York Fed has said that supply chains are facing mounting pressure. In particular, Iran’s blockade on the Strait of Hormuz is a threat to the global helium supply; helium is used in manufacturing semiconductors, and there is nothing that can replace it. …
… For more details on the Vera Rubin platform specs and LPX, explore their respective launch day blogs: Inside the NVIDIA Vera Rubin Platform: Six New Chips, One AI Supercomputer Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform Discuss 0 Discuss 0 Tag… …
… The continued access to TSMC for other Chinese entities decreases the pressure for SMIC to make mobile SoCs, meaning more can be allocated to AI chips. …
… This is mainly because the retail/investment community closely watches Jensen's public appearances, and many of them are unaware that CES is primarily focused on gaming and consumer-oriented products. After all, NVIDIA is a $5 trillion mega-empire driven by the AI hype. …