With the help of complete CPU domination in the consumer/gaming marketplace thanks to chips such as the Ryzen 7 9800X3D, AMD has achieved a record breaking $2.8 billion in client revenue.
China has reportedly issued a sweeping ban on foreign AI chips in any data center backed by government money, applying retroactively to early-stage builds.
Morgan Stanley estimates that the cooling cost per rack will rise from $49,860 for Nvidia’s GN300 NVL72 to $55,710 for the Vera Rubin NVL144 due to hotter Vera CPUs and Rubin GPUs that require pricier $400 cold plates and more advanced liquid cooling systems.
SK hynix’s DRAM roadmap presented at the SK AI Summit 2025 outlines the company’s AI-focused memory strategy through 2031 that includes DDR6, LPDDR6, GDDR8, and next generations of HBM solutions. HBF is not expected to hit the market before 2030.