Nvidia’s Vera Rubin Systems Go to SSI First, and the Chipmaker Now Shapes the AI Race
Nvidia has made a substantial investment in Safe Superintelligence and will supply the lab with next-gen Vera Rubin AI systems, Bloomberg reported July 27.
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Anthropic’s $5B AMD Bet Delivers A Brutal Blow To Nvidia’s Dominance
AI Compute War: AMD committed up to $5 billion to deploy two gigawatts of MI450 GPUs for Anthropic. Here is what the deal means for the AI compute market.
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Can AMD’s 3.2-Trillion-Transistor Helios Rack Break Nvidia’s Grip?
AMD Helios rack has begun shipping with GPUs packing 3.2 trillion transistors, challenging Nvidia’s dominance in full-stack AI systems.
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Nvidia’s $500B SK Hynix Deal Targets AI’s Most Critical Bottleneck
Nvidia Locks $500B in SK Hynix HBM supply, securing memory needed to scale AI GPU production amid tight global chip capacity constraints.
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AI Data Center Breakthrough: Nvidia’s $1 Billion South Korea Bet
Nvidia will invest $1 billion in South Korea’s Naver to fund a new AI data center, expanding a separate accord with SK Group as the AI infrastructure race.
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AMD Helios Rack System Makes Brutal Bid to Dethrone Nvidia
AMD Helios rack debuts with 1,152 MI450 GPUs, challenging Nvidia’s hyperscale AI dominance with integrated data center infrastructure.
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NVIDIA Vera Rubin Crushes Records With Explosive 72-GPU Rack
NVIDIA Vera Rubin enters gigascale production with 72-GPU racks at CoreWeave and Google Cloud, lifting AI token throughput 40x for inference.
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AMD Helios Launches Brutal Assault on Nvidia’s AI Dominance
AMD Helios: AMD launched Helios, its first rack-scale AI system, with Microsoft, Meta, OpenAI and Oracle as customers, directly challenging Nvidia’s grip on AI.
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Apple Overtakes Nvidia At $4.88 Trillion As AI Bets Shift
Apple overtook Nvidia on July 17 to reclaim the title of world’s most valuable company, marking a dramatic rotation away from AI infrastructure stocks.
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NVIDIA Nemotron Dominates AI Benchmark, Crushing All Competition
NVIDIA Nemotron 3 Embed ranks first overall on RTEB, boosting the retrieval accuracy that agentic AI systems need for real-world tasks.
