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

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## Episode Summary In this episode, we cover: - **Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/vera-rubin-nvl72-vs-gb200-nvl72-inference) - **China GPU developer Biren expands AI chip R&D into optical interconnects, advanced cooling - digitimes.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMijAFBVV95cUxNUVY3MHV3bVFTU3hIRTVxS0hGeGRVR1hjeXB2LU0xenBSNlZIX245OUpHakZXVlhmU3VUcGhYWUg3OE5pcm94NzF5dWNYalVFempJUDkyN0hrbWp0UG1zQXhPaEJsNFc1UzZmWnVOYzNxNjhfQ3dZSzBTOXpqd2MyYmZIclY5Y0p5RENybg?oc=5) - **HBM’s Second Act: When Memory Starts Thinking** (semiwiki) - [Read more](https://semiwiki.com/events/372843-372843/) - **US official says Nvidia has begun shipping powerful H200 AI chips to China - Reuters** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxNaDItR0c4WHhNYk9SeEpucGtPSmk3ZnBnS1lPUll3QkNSLWx3LWpWTk92MldIc3RlWGJUVTQ5ZFQtT3pBSkhfN3B4ZDB4VFpvVEZTVThMMXFVS1hhTGZBSFI2OXRncjFTVndGTUwyRHpXb0I3UXFRZWhBOUpFRm15MURsUnRXMFJfak5sOWNDZlJFWDdJT3Y3NVRleW5iZFZzM2hwUQ?oc=5) - **Intel Leaps 2-4 Years Ahead Of Samsung And TSMC On High-NA EUV Lithography After Producing Its 1 Millionth Test Wafer** (wccftech) - [Read more](https://wccftech.com/intel-leaps-2-4-years-ahead-of-samsung-and-tsmc-on-high-na-euv-lithography-after-producing-its-1-millionth-test-wafer/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

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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

Piecemakers bets edge AI devices will diverge from reliance on HBM — custom-designed memory fuses DRAM stack directly to the processor using hybrid bonding

Apple Eyes NVIDIA’s NVLink Fusion For Its M8-Based Baltra Servers, Signaling A Return To Enterprise Hardware After 2011 Exit

NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - Muddy River Sports

Fujitsu's Monaka AI Chip to Ship to Super Micro Next Year, Manufactured by TSMC on 2nm Process - finance.biggo.com

China's AI accelerator supplier Biren posts 2,000% year-over-year revenue growth — US export controls benefit homegrown chips as Nvidia and AMD exit market

AI Chip Demand Keeps TSMC Stock And Large Cap Tech Shares In Play - simplywall.st

AI Chip Startup d-Matrix Taps Nvidia's NVLink Fusion to Break Into Data-Center Inference Market - finance.biggo.com

Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - SiliconANGLE

NVIDIA Wants To Turn Your Home Wall Into A Mini Data Center By Packing 16 Blackwell GPUs And 4 server CPUs In A Liquid-Cooled, Wall-Mounted Box At $0 Upfront Cost - wccftech.com