Desktop GPU Shipments Grow by One Third, AI PCs Not the Main Driver


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.....
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.....
On July 22, AMD announced a strategic cooperation with Anthropic, planning to invest up to 50 billion dollars and supply computing power, with the latter using its Helios products. This marks the deep integration of the 'chip seller' and the 'AI gold digger', forming a community of shared destiny.
GitHub code from an AMD AI executive accidentally revealed Anthropic as a customer, signaling its effort to diversify chip supply beyond a single vendor, per SemiAnalysis.....
Sony PS6 rumored to adopt video frame interpolation, exclusive super-resolution, and AI ray tracing with AI frame generation, aiming for 4K 120fps smooth experience.....