Nvidia's Vera CPU Chases a Bigger Market Nvidia just shared benchmarks and details for Vera, its first CPU with a custom core, and the pitch isn't what you'd expect.
Microsoft Bets on AMD's Helios for Azure AI Microsoft is committing to AMD's rack-scale Helios accelerator in volume, a fresh crack in Nvidia's grip on AI data centers.
Meta's Louisiana AI Campus Balloons to 5GW Meta is pushing its Hyperion supercluster to 5 gigawatts and past $50 billion, testing how much power one AI campus can pull from a rural parish.