Blackwell Ultra: The USD 100 Billion "Mid-Cycle" Refresh
NVIDIA isn't waiting for the Rubin generation. The Blackwell Ultra (B300) is arriving with a 288GB HBM3e upgrade, locking hyperscalers into a permanent CapEx cycle just to stay competitive.
#AI Hardware
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DeepSeek-V3 vs. The World: Breaking the $100M Moat
With a reported training cost of just $5.6M, DeepSeek-V3 isn't just a GPT-4o competitor - it's an economic indictment of the closed-source model. Here is how MLA and MoE architectures are rewriting the rules of intelligence.
Google's Nuclear Option: Selling TPUs to Break Nvidia's Grip
Google is breaking its 'Walled Garden' rule by selling TPUs directly to Meta and Apple. This breakdown covers the Trillium OCS architecture, the Meta deal, and why this shift threatens Nvidia's monopoly.