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… 500 billion dollars, two gigawatts and data centers filled with Rubin accelerators – the scale in the AI market has now definitively reached the point where ordinary data center announcements almost seem quaint. …
… In the end, however, the question comes back to something rather earthly: Who pays for the data centers? According to Reuters, citing The Information, Anthropic plans to lease and operate its own data center capacity. …
… If Helios scales in productive operation and ROCm withstands day-to-day use, AMD will be significantly harder to ignore in the AI data center. If not, it will remain at the level of impressive data sheets. …
… NVIDIA initially presented Rubin officially as a data center platform. …