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Latest AI Hardware Breakthroughs: NVIDIA, AMD, and Infrastructure Updates

Latest AI Hardware Breakthroughs: NVIDIA, AMD, and Infrastructure Updates

NVIDIA’s Blackwell AI Chip for China
NVIDIA is launching a more affordable AI chip for the Chinese market, the 6000D or B40, priced between $6,500 and $8,000. This move responds to U.S. export restrictions, with the chip featuring reduced capabilities and GDDR7 memory. Another Blackwell variant is in development, targeting a September launch. NVIDIA’s market share in China has dropped to 50%, with Huawei’s Ascend 910B gaining ground. (Reuters)

Record-Breaking AI Performance
NVIDIA’s DGX B200 node, powered by eight Blackwell GPUs, set a new benchmark with 1,038 tokens per second per user (TPS/user) using Meta’s Llama 4 Maverick model. This outperforms competitors like Amazon and Groq, showcasing NVIDIA’s leadership in AI acceleration. (Tom’s Hardware)

AMD’s High-Performance AI Rack
Pegatron unveiled a rack-scale AI solution with 128 AMD Instinct MI350X GPUs, delivering 1,177 PFLOPs of FP4 compute power. Despite its 36.8TB HBM3E memory, the system uses 400 Gb Ethernet, potentially limiting scalability compared to NVIDIA’s NVLink. (Tom’s Hardware)

Dell’s AI Servers with NVIDIA Chips
Dell introduced AI servers featuring NVIDIA’s Blackwell Ultra chips, supporting up to 256 chips per configuration. These servers promise four times faster AI training and compatibility with NVIDIA’s upcoming Vera CPUs. (Reuters)

NVIDIA’s 600kW Kyber Rack
NVIDIA previewed its Kyber-based NVL576 racks, designed for Rubin Ultra GPUs, consuming up to 600kW per rack. Slated for 2027, these racks will support 576 GPUs with advanced NVLink modules. (TechRadar)

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