AMD's Helios beats Nvidia on memory at rack level and on compute — only if you count it at the GPU level
AMD says Helios beats Nvidia's Vera Rubin on four counts, but the memory wins are rack-level and verifiable, while the 15% FP4 win is per-GPU, even as Nvidia pulls ahead in rack-level compute. [...]
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Nvidia introduces Vera Rubin, a seven-chip AI platform with OpenAI, Anthropic and Meta on board
Nvidia on Monday took the wraps off Vera Rubin, a sweeping new computing platform built from seven chips now in full production — and backed by an extraordinary lineup of customers that includes Ant [...]
The AI compute gap: Enterprises are buying infrastructure faster than they can measure what it costs
Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers and model [...]
Nvidia launches enterprise AI agent platform with Adobe, Salesforce, SAP among 17 adopters at GTC 2026
Jensen Huang walked onto the GTC stage Monday wearing his trademark leather jacket and carrying, as it turned out, the blueprints for a new kind of monopoly.The Nvidia CEO unveiled the Agent Toolkit, [...]
Nvidia Rubin's rack-scale encryption signals a turning point for enterprise AI security
Nvidia's Vera Rubin NVL72, announced at CES 2026, encrypts every bus across 72 GPUs, 36 CPUs, and the entire NVLink fabric. It's the first rack-scale platform to deliver confidential computi [...]
Infrastructure and compute: Enterprises are buying AI compute for speed while flying blind on what it costs
Across 170 enterprises, AI infrastructure has moved decisively into production — two-thirds now run AI workloads live and three in 10 run them at scale — while the ability to account for what that [...]
Nvidia's DGX Station is a desktop supercomputer that runs trillion-parameter AI models without the cloud
Nvidia on Monday unveiled a deskside supercomputer powerful enough to run AI models with up to one trillion parameters — roughly the scale of GPT-4 — without touching the cloud. The machine, calle [...]