AMD
AMD Goes Data-Center-First: Cheap GPUs Will Stay Scarce
AMD is prioritizing data-center AI chips, but scarce capacity and supply chain constraints mean high-end GPUs are unlikely to get cheaper soon.
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Data Centers
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NVIDIA
NVIDIA Adds Direct GPU Networking — AI's Bottleneck Shifts to Communication
NVIDIA's DOCA GPUNetIO lets GPUs launch network ops directly, skipping the CPU. AI's next bottleneck: GPU-to-GPU communication, not compute.
AI Infrastructure
Oracle's No-Power Pay Deal: AI Infrastructure Frenzy's Side Hustle Signal
Oracle signed 'pay even without power' deals, exposing the AI data center power grab. What does this signal for side hustlers and 1-5 person teams?