| Mobile Web

Search results for Rubin Ultra

AI & Enterprise

Amazon to buy an additional 2 million Nvidia GPUs for AWS data centers

Amazon will add 2 million Nvidia GPUs to Amazon Web Services data centers as it accelerates infrastructure expansion to meet surging AI computing demand. Amazon and Nvidia plan to deploy Blackwell Ultra, Rubin and Rubin Ultra GPUs across AWS infrastructure in 2027 and 2028. The deal also includes networking gear, open models, CPUs, data software and robotics platforms. Financial terms were not disclosed, though some expect tens of billions of dollars.

Industry

Post-HBM paths diverge as Samsung stacks and SK hynix connects

Samsung Electronics and SK hynix are pursuing different approaches for the next step after high-bandwidth memory, as rising AI workloads make it hard to expand bandwidth and capacity with HBM alone. Samsung is focusing on 3D vertical stacking that places HBM on top of accelerators to reduce data-movement bottlenecks. SK hynix is standardising high-bandwidth flash with SanDisk, linking different memory tiers via UCIe to raise system capacity and efficiency.

AI & Enterprise

Big Tech steps up coding AI push, arms with China AI performance

Big Tech companies are accelerating an offensive in the coding AI tools market, raising questions about shifts in a field led by Anthropic, OpenAI and Cursor. Meta unveiled its first AI coding agent, Muse Code, in beta. Google is in talks on a deal worth about $1.5 billion involving AI coding startup Mechanize. AWS launched Kiro Crew, an autonomous workspace. Chinese firms also quickened moves to build large-scale AI models.