Timeline
Next-gen AI rack system delayed to 2028
Nvidia's next-gen AI rack system delayed to 2028.
Next-gen AI rack system delayed to 2028 due to manufacturing snags
Nvidia's next-gen AI rack system delayed to 2028
Intel plans to launch new AI data center chip targeting Nvidia and AMD
Plans to launch a new AI data center chip targeting Nvidia and AMD
Nvidia in talks to invest $250B in OpenAI.
NVL72 rack now ships with 96GB HBM3e per GPU, up from 80GB.
Intel demonstrated UCIe-S interconnect at ISSCC, beating 3nm EMIB with 3x higher data rate
Intel and SambaNova Systems jointly proposed a hybrid inference architecture blueprint for agentic AI workloads.
Ecosystem
Intel
Nvidia
Evidence (15 articles)
Nvidia Vera Rubin Shifts AI Strategy Beyond Raw GPU Speed
Jul 28, 2026TSMC's 1.4nm Fab Slips to Mid-2028 as AI Chip Demand Tightens
Jul 30, 2026Safe Superintelligence Partners Nvidia for 10x Compute Scale-Up
Jul 28, 2026SemiAnalysis Calls Jensen ComputeX Keynote 'F Tier' Over No AI DC News
Jun 1, 2026OpenAI's MRC Protocol Sprays Packets Across 100+ Paths to Fix GPU Stragglers
May 6, 2026Inference shift opens door for AI chip startups to challenge Nvidia
May 3, 2026Apple M5 Max NPU Benchmarks 2x Faster Than Intel Panther Lake NPU in Parakeet v3 AI Inference Test
Apr 3, 2026NVIDIA Vera CPU Benchmarks: 1.55x Faster Than Intel Xeon in Phoronix Tests
May 27, 2026+ 7 more articles