Jensen Huang has already flown to Taiwan multiple times this year, chasing something far more critical than headlines: TSMC’s shrinking pool of cutting-edge AI chip capacity. From memory and packaging …
Vera Rubin Gpu
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Processors
NVIDIA CFO Rejects Custom Chip Threat and Prepares for Gigawatt-Scale Vera Rubin Demand
by ytoolsNVIDIA CFO says custom AI chips aren’t a real threat, hints at $5B H20 revenue in China if politics allow, and teases massive gigawatt demand for its upcoming Vera Rubin …