Morning Overview on MSN
No new Nvidia GPUs until 2027? Why gamers are freaking out
PC gamers are staring at a rare kind of drought: a potential gap of roughly two years before the next wave of GeForce cards arrives. A cluster of leaks and supply chain reports now points to Nvidia ...
Connect X9 (1.6 TB/s bandwidth), Bluefield 4 DPU (offloads storage/security), NVLink 6 switch (scales 72 GPUs as one), Spectrum X Ethernet Photonix (512 lanes, 200 Gbit optics for AI factories).
TL;DR: NVIDIA's next-gen Kyber AI server, launching in 2027, will feature 576 Rubin Ultra AI GPUs with innovations in 800 VDC power delivery, liquid cooling, and vertical blade rack design. Kyber ...
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Nvidia sales are 'off the charts,' but Google, Amazon and others now make their own custom AI chips
Nvidia’s Blackwell systems sales are “off the charts” according to CEO Jensen Huang, but analysts see fast growth for custom AI chips, known as ASICs. These smaller, cheaper, more narrowly focused AI ...
TL;DR: Meta is set to launch its proprietary MTIA AI ASIC in 2026, aiming to surpass NVIDIA's next-gen Rubin AI GPU in performance and computing density. This large-scale deployment challenges ...
Nvidia CEO Jensen Huang says AI model growth is driving soaring GPU demand as the firm advances next-gen Rubin and Vera chips ...
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