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1.
AMD commits up to $5 billion to Anthropic (theverge.com)
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AMD and Anthropic reach $5 billion AI infrastructure deal (theverge.com)
3.
Why Nvidia just poured $2 billion into AI ASIC competitor Marvell — NVLink Fusion turns into soft ecosystem lock-in (tomshardware.com)
4.
Price of Nvidia's Vera Rubin NVL72 racks skyrockets to as much as $8.8 million apiece, but server makers' margins will be tight — Nvidia is moving closer to shipping entire full-scale systems (tomshardware.com)
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