NVIDIA's Latest RAPIDS cuDF Framework Boosts Pandas Performance on GPU by 150x


Google enhances its AI subscription with computing power: eligible members gain extra Colab and TPU resources.....
Amazon and Nvidia deepen partnership: 2M Nvidia GPUs for AWS over two years, including Blackwell Ultra, Rubin, Rubin Ultra, for LLM training/inference, 2027-2028. In-house chips coexist but Nvidia dominates. Previous 1M+ commitment doubled on strong demand, per Nvidia earnings call.....
Anthropic places a multi-billion-dollar computing order with startup Volta, breaking Amazon, Microsoft, and Google's dominance. Once cloud giants relied on land, power, and capital; now funding is ample, electricity is the true bottleneck. Power supply for new data centers from the big three is no faster than newcomers, so the deal goes to Volta.....
Nvidia has made a substantial investment in SSI, the secretive lab of former OpenAI chief scientist Ilya Sutskever, per WSJ. In exchange for a large number of flagship GPUs, the lab aims to boost computing power by an order of magnitude, having previously relied on Google TPUs. This marks a rare direct bet by Nvidia on frontier AI safety research.....
AMD CEO Lisa Su noted in the Q1 2026 earnings call that the era of agentic AI is driving rapid growth in data center CPU demand. The traditional 'one CPU to multiple GPUs' model is shifting toward near one-to-one CPU-to-GPU ratios, with CPUs potentially surpassing GPUs in the future. CPUs are evolving from a primary scheduling role to a more central computing node, fueling data center architecture transformation.....