Timeline
Nvidia announced Cosmos 3 via X, a unified physical AI model using action-as-token.
RTX Pro 6000 Blackwell price raised to $13,250, a 55% increase
Nvidia qualified HBM4 for Vera Rubin from Samsung, SK Hynix, Micron
NVFP4 achieves 1.8x training speedup over FP8 on GPT-3 175B model with no accuracy loss claimed for models up to 70B.
NVIDIA announced NVFP4 4-bit precision format for Blackwell GPUs integrated into MaxText.
Qualified HBM4 from Samsung, SK Hynix, and Micron for Vera Rubin
AMD provides $3.6M MI355X cluster access to vLLM and SGLang maintainers
Launched PCIe-based GPU for AI workloads targeting existing servers
AMD joins as a founding member of the UALink Consortium to challenge NVIDIA's NVLink dominance.
AMD's AI Group published a detailed GitHub analysis of Claude Code's behavior, analyzing 17,871 thinking blocks and 234,760 tool calls.
Ecosystem
Nvidia
AMD
Evidence (15 articles)
Aehr Test Systems Lands $41M AI Chip Order; H2 Bookings Top $92M
Apr 16, 2026AMD Backs UALink Open Interconnect to Challenge NVIDIA NVLink in AI
Apr 17, 2026Jensen Huang's 30-Year TSMC Battle: From 3D Graphics to AI GPUs
Apr 23, 2026OpenAI's MRC Protocol Sprays Packets Across 100+ Paths to Fix GPU Stragglers
May 6, 2026Meta Deploys Millions of Amazon Graviton CPUs for AI Agents
Apr 24, 2026TensorWave Raises $350M Series B for AMD-Powered GPU Clusters
Jun 11, 2026AMD Launches PCIe GPU for AI Workloads, Targets Existing Server Install Base
May 8, 2026NVIDIA Vera CPU Benchmarks: 1.55x Faster Than Intel Xeon in Phoronix Tests
May 27, 2026+ 7 more articles