Tag: GPU

Five thoughts from Lisa Su’s keynote at AMD Advancing AI

Advanced Micro Devices Inc.’s Advancing AI 2026 keynote this week was Chief Executive Lisa Su’s bid to redefine the company from a “graphics processing unit alternative” to a full-stack artificial intelligence infrastructure vendor and to make this the year the central processing unit officially rebounds as a first-class AI platform. The message from Su was ambitious and often compelling, but it also sharpened the competitive contrast with Nvidia Corp. and Intel Corp., raising as many questions as it answered.

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Five thoughts from Lisa Su’s keynote at AMD Advancing AI

Nvidia Vera Rubin: Inside the agentic AI factory that rewrites the CPU playbook

On the surface, this week’s Vera Rubin launch is another major platform moment for Nvidia Corp., as the company maintains a steady drumbeat of artificial intelligence infrastructure innovation. Nvidia is positioning Vera Rubin as a full-stack system designed to improve performance per watt and reduce token costs, with production ramping across a broad global partner base, including cloud and AI infrastructure providers.

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Nvidia Vera Rubin: Inside the agentic AI factory that rewrites the CPU playbook

QumulusAI and the shift from GPU scarcity to GPU efficiency

Neocloud provider QumulusAI announced today that it has secured more than $124 million in customer subscriptions for three-year terms with Hyperbolic and another leading artificial intelligence inference platform. These agreements cover deployments totaling 1,280 Nvidia Corp. Blackwell GPUs, delivered via 160 Lenovo and Supermicro bare-metal servers connected with Cisco Systems Inc. Nexus networking to form high-throughput, low-latency clusters.

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QumulusAI and the shift from GPU scarcity to GPU efficiency

Five takeaways from Nvidia’s earnings, and what they mean for the AI industry

Nvidia Corp.‘s latest results are remarkable even by its own high bar. Revenue set new records, driven by a 90%-plus surge in data center demand and what management described as “parabolic” demand as Blackwell systems ramp across hyperscalers, artificial intelligence clouds, auto and sovereign customers. But the more important story is how quickly the AI economy is reorganizing around what Chief Executive Jensen Huang calls “AI factories” and “agentic AI.”

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Five takeaways from Nvidia’s earnings, and what they mean for the AI industry

From GPUs to AI factories: Inside the Nvidia-Google Cloud superstack

Nvidia Corp. and Google LLC used the search giant’s annual Cloud Next event to deepen their long-running partnership, creating a full-stack “artificial intelligence factory” that integrates Google’s AI Hypercomputer infrastructure with Nvidia’s latest solutions, including Blackwell, open models and agentic and physical AI tooling. With this announcement, Google expands its distribution of Nvidia’s accelerated computing stack, while customers gain a faster, lower-risk path from AI experimentation to large-scale deployment.

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From GPUs to AI factories: Inside the Nvidia-Google Cloud superstack