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Vera CPU + Rubin GPU + BlueField-4 shipping together into Los Alamos, CoreWeave, and Supermicro is rewriting what the default compute unit for AI looks like — and the x86 incumbents are not in the picture
AMD paid $8.2B for Fei-Fei Li's World Labs, Broadcom's custom-silicon forecast hit $115B, and AMD/Intel rallied 17% on CPU demand — all while Nvidia's Rubin Ultra shed 33% of its memory to HBM shortages
Micron eyes 350% revenue jump, Rubin Ultra cuts 33% of its memory, memory claims >50% of AI capex — the profit throne is moving