AMD Instinct MI325X - 256GB CDNA3 for Inference
AMD Instinct MI325X specs, benchmarks, and analysis. 256GB HBM3e at 6 TB/s, 2.6 PFLOPS FP8, CDNA3 architecture - the memory-capacity upgrade to the MI300X targeting large model inference.
Gpu
Mistral Borrows $830M to Build a Sovereign GPU Farm
Mistral AI secures $830M in debt financing from seven banks to build a 13,800-GPU Nvidia GB300 cluster near Paris, targeting 200MW of European compute by 2027.
NVIDIA Fires Up H200 for China After 10-Month Wait
Jensen Huang confirmed at GTC 2026 that NVIDIA has export licenses for multiple Chinese customers and is restarting H200 production, with 82,000 GPUs ready to ship after nearly a year of zero deliveries.
Tencent Plans to Double AI Investment to $5B in 2026
Tencent's 2025 results beat estimates, with the company spending $2.6B on AI last year and planning to at least double that in 2026 despite ongoing GPU supply constraints from US export controls.
NVIDIA's Vera Rubin Arrives at GTC 2026 With 6 Chips
NVIDIA opens GTC 2026 with the Vera Rubin platform - six co-designed chips delivering 50 PFLOPS of inference per GPU and 10x lower token cost than Blackwell.
AMD Instinct MI455X
AMD's flagship CDNA 4 AI GPU with 432 GB HBM4, 40 PFLOPS FP4, and 2nm chiplet design targeting H2 2026.
