NVIDIA's Vera Rubin NVL72 is going to the biggest hyperscalers. That is great news for them, but the AI race is not won

NVIDIA's Vera Rubin NVL72 is going to the biggest hyperscalers.

That is great news for them, but the AI race is not won by who owns the most hardware racks.

It is won by who ships fastest.

Small profile, maximum effectiveness.

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