| Jizz_Beard_thePirate said: AMD & OpenAI Partner Up To Deploy 6 Gigawatts of AMD Instinct GPUs For AI, Kicking off With 1GW of Next-Gen MI450 Chips In 2H 2026 https://wccftech.com/amd-openai-to-deploy-6-gigawatts-amd-instinct-gpus-for-ai-1gw-mi450-2h-2026/ NVIDIA Might Switch Up Cooling Solutions With Next-Gen Rubin Ultra as It Battles Thermal Constraints https://wccftech.com/nvidia-might-switch-cooling-solutions-with-rubin-ultra/ |
As a result, AMD is up almost 30% today. I knew I should have bought some stock...
As for Nvidia, I wonder what they're thinking and how long this will keep up. Rubin is already 2300W, which means all the savings from the N3 node vs. Blackwell that could have been went for higher performance and VRAM instead.
Rubin Ultra is just two Rubins glued together. Now, I don't expect that to be 4600W, but the trend is clear.
