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Nvidia

🔥 Nvidia Wrote a Reported $5 Billion Check to a Lab That's Shipped Nothing

Nvidia is reportedly investing $5 billion in Ilya Sutskever's Safe Superintelligence — a two-year-old lab with no product, now valued at $32 billion — for a stake and access to Vera Rubin.

AMD

🔥 AMD Just Crammed 31 Terabytes Into a Single Rack — and Aimed It Straight at Nvidia

AMD's new Helios rack packs 72 GPUs and 31TB of memory — 50% more than Nvidia's Vera Rubin — plus a 256-core 2nm CPU, with OpenAI, Meta and Oracle already on board.