Vera Rubin – Extreme Co-Design: An Evolution from Grace Blackwell Oberon

## Episode Summary In this episode, we cover: - **Vera Rubin – Extreme Co-Design: An Evolution from Grace Blackwell Oberon** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/vera-rubin-extreme-co-design-an-evolution) - **Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOc2ppUVhkZU03cXN4cUNwS3RXdEJJcmJST1RBUnBIcEhOd1E0VFBNekFoVjRKelJGeWEwckZlLXVJVGY5TEpiT0dELU5aaG0tNktmbzF6bXNXclQ5Q1E4SDdWM2p1UXd6NzJ1dWF5MFhnN1RDNDVpdTFqUmhLaU5ZMEdIQ3Rnbi1lZ0FCNVhET25sblVxSlFZTjU4RzZzLWhDcXFRUFJmWdIBrAFBVV95cUxQbU1GQm44YUdzT19wdVhFS1A4N25LMnp5NmlnMS1vZEZLdktUa2pCNlRkOElYYnNPSGxTcGNKeHA3QktGc0ZNVDYxTlNEZ01GM1phYUMwWEprU2htcjltSEFJa0FLLUkzZUIzN3F6N2NnTDNqSlZBVk9xYXJfM1M5d25TOGJaM0lHcURLZllvUjFUb1M2ZC1rMUFEUjYxcV9rdTdwQWg0cUtUSEpy?oc=5) - **E2E Networks acquires 1,024 Nvidia B200 GPU cluster for Chennai data center - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiugFBVV95cUxOR29qZVM5SkFFdjBIUmlQcTNFejk4eHJxVklNMVo1d18yRmZpTUtHdGN1Zk95V0hEN3VieGk1LW52dHB4TzhrUzdNZFFONU9hWnYycEN6ckc1SXZLcVU5OEw4OUp3TC0zT0trZUhYSGI0X29MTkd0WllnSXR6eFpkbnd1Q081OEgxeERMLTdLeVJ2MWR4bW50MHBrNGZKbnR1QjlqOUY2RUQ1T3h5bFFhcDNEZl9LbmM1aUE?oc=5) - **Trump greenlights Nvidia H200 AI chip sales to China if U.S. gets 25% cut, says Xi responded positively - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE5aS194WTh1V3I5MlNzUkthMTl0cDJMdzV3UkxxX3JPX2p2SlFsLXJZanNaUXZfc05OTHVJalI1aEt2TXZRR1J1RGNrWmVJYm9Jd1FGOFJveENudlNHVjFNX0p3S0kzR0UtRkRyTGZXRy1QVWVJ0gF6QVVfeXFMT1NmclpBWFFJaThZWUFJd0t5bkZ2SzBTeTRHbGhtbzVJLU5TVlJCaXBlbGJYU2xtM0lqbXRRcVlPUzlveEE4VXFTT182RFZPVXhxSExPWU8xZ2pyNzNEVnQ0cXpVXzlBQ0lnRzdLU2hralFfSllCZTJGZ2c?oc=5) - **Hyperscale Data (NYSE American: GPUS) plans NVIDIA GPU cloud with H100 and Blackwell GPUs - Stock Titan** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMivgFBVV95cUxPWUxMMTZkS2JJa0sydHBjdW5pN2pWVEpkRFF3Y1NoWHNjdjh5eWxUU2RDcXNwSGtkNnZLenFKazAyVU5MREpMUjhWMERJc1lyWXRQa3hUY2t6OWI3UUFjd3ZrTmlHYU16eUZxbHdpSWE1N3o5M21zaTZfM01hbXUwZ0d1MmJUeHhpNzhJd2N6eTBWb2hGazVjT2dUUjRHX2U1MlpFcmUybDZ1WC1uT1ZCTE11OXVtRTdaM1dWNFVR?oc=5) --- *Sponsored by LimitLess AI*