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@JP2156466398166
ctol.digital > news > nvidia-5-billion-mediatek-marvell-ai-infrastructure-tollbooth

Nvidia s $5.5 Billion Bet on MediaTek and Marvell Signals Shift to AI Infrastructure Tollbooth

3+ hour, 32+ min ago   (238+ words) No financial evidence yet shows custom silicon denting Nvidia's economics. Buried inside those results, Data Center networking generated $14.8 billion in Q1 FY2027 alone – up 199% year-over-year – and already equivalent to roughly 24.5% of Data Center compute revenue. Networking is one of the semiconductor industry's…...

@JP2156466398166
ctol.digital > news > nvidia-vera-rubin-ramp-cloud-depreciation-dilemma

NVIDIA Vera Rubin’s $9B Ramp Exposes a Cloud Depreciation Dilemma

5+ day, 3+ hour ago   (136+ words) NVIDIA ships major new architectures on roughly annual cycles. CoreWeave recently disclosed a customer contract for NVIDIA A100 GPUs extending into 2029. The A100 launched in 2020. CoreWeave's CEO said its Ampere and Hopper fleets remain largely sold out. Rental data corroborates this: B200 spot…...

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