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GPUs

Meta to buy up to 6GW of AMD GPUs – and maybe 10% of the company too

Meta could own 10% of AMD, depending on how many chips it actually buys and other preconditions.

NVIDIA CEO Jensen Huang

No H20s shipped in Q2 but NVIDIA promises billions will pour in when China's floodgates are opened.

AMD eyes “rackscale” AI market, readies for MI400

"Two million models now run out of the box on our stack"

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