Microsoft CEO just posted delivery photos of Nvidia's latest Vera Rubin chips arriving at their data centers.
This is the new GPU architecture powering the next wave of AI infrastructure. When hyperscalers start taking delivery of cutting-edge silicon, it's a signal that the AI capex cycle is still running hot.
$MSFT continues building out capacity while $NVDA ships the hardware. The AI arms race isn't slowing down—it's scaling up.
This is the new GPU architecture powering the next wave of AI infrastructure. When hyperscalers start taking delivery of cutting-edge silicon, it's a signal that the AI capex cycle is still running hot.
$MSFT continues building out capacity while $NVDA ships the hardware. The AI arms race isn't slowing down—it's scaling up.