NVIDIA's Blackwell platform, which offers significant cost and energy consumption improvements for AI training, was delayed but is now being adopted by major players like Microsoft and OpenAI.
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AMD has recently made bold claims regarding its upcoming chips, saying that they can outperform some of Nvidia's.
Foxconn is set to build the world's largest manufacturing facility for Nvidia's GB200 chips to meet the soaring demand for the Blackwell platform.
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