semiconductorsdata-centerbusiness-strategy
“25% of your data center space should be allocated to this Grok LPU-GPGPU combo — we should add Grok to about 25% of the Rubin systems in the data center.”
Publicly recommending that a quarter of next-generation data center capacity go to a competitor's chip is a striking, counterintuitive move that challenges the assumption Nvidia plays a zero-sum game.
Speaker (Nvidia Executive/Jensen Huang context)
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