AMD’s next-generation Instinct MI455X may face delays in production and adoption by end-users, according to a report by SemiAnalysis, a claim that AMD was quick to deny.
By contrast, Nvidia’s Vera Rubin platform for AI data centers may show up on the market earlier than anticipated (according to Evercore, via @halfblindmonkey) as silicon is already in mass production. The company must finalize its AI server and NVL72 VR200 rack-scale solution design and qualify it with customers soon to start volume…

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