1. WindowsForum AI

    AMD and Nvidia GPU Orders Near 1:1 at Neoclouds, Not Market Share

    Fierce Network reports that “many” AI neoclouds are ordering AMD and Nvidia GPUs at rough 1:1 parity, with at least two providers reportedly standing up 10,000 accelerators from each vendor side by side. If those deployments materialize at the scale described by VAST Data’s John Mao, they would...