Independent thinking for complex markets and current events
Apple Foundation Model (AFM) Cloud Model will run on Nvidia Blackwell B200 GPUs hosted inside Google Cloud. 9 June 2026: Apple partnering with Google and Nvidia for most advanced AI model https://www.cnbc.com/2026/06/08/apple-google-nvidia-ai-chips.html Apple AI executive Amar Subramanya at World Wide Developers Conference (WWDC): ”We work with both Google and Nvidia to extend our private cloud compute …
Source: https://finance.yahoo.com/news/nvidia-launches-vera-rubin-its-next-major-ai-platform-at-ces-2026-230045205.html AI powerhouse Nvidia (NVDA) announced the launch of its next-generation Vera Rubin superchip at CES 2026 on Monday in Las Vegas. One of six chips that make up what Nvidia is now calling its Rubin platform, Vera Rubin combines one Vera CPU and two Rubin GPUs in a single processor. Nvidia is framing the …
AMD just pulled the pin. The MI350 chip, previously priced at $15,000, is now selling for $25,000. That’s a 67% jump. HSBC analysts say the chip now rivals Nvidia’s Blackwell B200 in performance. The MI355X variant, launched in June, is already shipping to Tesla and OpenAI. AMD’s 2026 AI chip revenue forecast was revised from …
Great point. If Nvda goes down, the black swan will unleash — Eyowa (@EzzineDe24450) December 29, 2024 BlackWell literally disappeared from all MSM that are now busy regurgitating all other vapourware PR fed to them in order to hide the big BlackWell failure elephant in the room and convince the masses there is still “spectacular” …
Cool, now we need to see someone actually making money out from AI and not from the hardware. h/t rpp150130
The reason the stock is going up has more to do with this than Jensen, in my opinion. If anyone can recall that analysts were upset when Jensen would not give specifics on Q4 Blackwell revenue during the last earnings call. He only said that it would be “billions” in revenue. Now they have a …