Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips - 24/7 Wall St. - The AI Hardware Show

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## Episode Summary In this episode, we cover: - **Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips - 24/7 Wall St.** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxQMUhjUWJSOTk4cklXejBWQnJQWmU3NnAyOGtheVNhbFdmM3FEV3Zhc2NCcy1UbDk3aEJSRmMyX3pxLVBZVWo0bkpoSHFtbTNFOXJ2Umdha3hqY1N3ZGNMUlUtZEV0M052ZTZva1RNdWlpejI4RV9LMXRtcG5PaEJoNlJQX1puSDlDaXJkNlJoOHpGeVVVVVF0dG5ZV2l3MkdjT2lWMGZzVTZkWElhV3RBX2RR?oc=5) - **Achieving Peak System and Workload Efficiency on NVIDIA GB200 NVL72 with Slurm Block Scheduling** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/achieving-peak-system-and-workload-efficiency-on-nvidia-gb200-nvl72-with-slurm-block-scheduling/) - **Why NVIDIA Blackwell GPUs Need Liquid Cooled Data Centers - Nasscom** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMirwFBVV95cUxQcW1pS01RQTlWYTh5VUhaUnVCdDduaUotTGRoQTdnNXg4RzZPZTF0UjZyLWJ2ZVk1YkI1TzBEY0Nja2piWFV2c0s4ak5ENG1uVXVVbHMwenhrcklrYWVLOUFGU18zMFJzTkgwWWZoUzFtc1ZpWEVsQ1RnRDRlWFJsd185bzZmQjBObnJPZmVLZ3c5NndpWDRhWHRCQ2FLenB2ZWNXYmVhZDFSenpZZHN3?oc=5) - **AI Chip Stocks Investment 2026: Nvidia vs AMD Analysis & Market Outlook - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE9sNE0zWnJXZlZHR29PMHBmRmRIeUpacjhjWlZ4N1pVc1hyRnJXRXVJVGluZUdQZWs4NjNHcFM3VzRWZXR2cng2Z0t1a1Y2MEdlTGt0VXRtMkJvTWpOS3hUY1FuR2hHTWZCSzZ3N0NLanZJaC1HX3c?oc=5) - **95% of NVIDIA’s Grace Blackwell GPUs Yet to Be Deployed: Report - Analytics India Magazine** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxNelVhZkM1MlBQdWR1VGNkZXBqaHVKSGR0NDkwZmZTRm9xN3dUelFRU0prZDQ5NEdPcjhuSU1Ha0lRY1JWZG82NERncmJHTVJweFNxdGxEZ3lZZ0NDWXpTazlmbmZ6NElUbGdkRGRxMDlLVVp4aDlZaWZrT3l5b09SOTBUb1Vqemg5MklaUGpfRGpmX2R3MkI2V3NlSjFuNkE?oc=5) --- *Sponsored by LimitLess AI*

Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips - 24/7 Wall St.

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This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - finance.yahoo.com

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Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis