🚀 Cerebras – The dark horse challenging #Nvidia in the AI chip race! Instead of splitting silicon into multiple smaller chips, Cerebras has created a massive AI processor optimized for inference speed. The company has drawn significant attention with a $10B+ deal with OpenAI and plans to expand its technology. 🔥 Despite facing high manufacturing costs and fierce competition from Nvidia, Cerebras has substantial potential as demand for AI continues to grow. I believe: Nvidia isn’t easily dethroned, but competitors like Cerebras could reshape the landscape—especially as AI response speed becomes increasingly critical.

Nvidia appears to have stopped producing the RTX 5090, the most powerful gaming graphics card, to redirect chips toward AI boards. A factory notice leaked stating that the 5090 chip will now be reserved exclusively for professional and data center cards used by companies to run AI workloads. Another well-known leaker confirmed this. Nvidia has not commented. According to the notice, the most powerful gaming card will now be the RTX 5080 with 24GB of memory, while the 16GB version of the 5080 is being discontinued. RTX 5090 cards are still available in stores, but Tom’s Hardware, a U.S.-based hardware site, expects prices to surge as inventory runs out. Here in Brazil, the cheapest RTX 5090 on Kabum today is priced at R$33,990 with a discount.

$NVDA opens its Vera Rubin rack-scale architecture at OCP, contributing OCP-style designs as AI factories scale from megawatts to gigawatts, and features the AI Factory MGX ecosystem showcase.

$AMD CEO Lisa Su told reporters this week that demand is “even higher than our supply.” The commentary reinforces continued extraordinary AI chip demand dynamics. Combined with Intel CEO Lip-Bu Tan’s 2-3 year hardware shortage framework, continued AI chip supply constraints continue to shape sector positioning.

$CSCO and $NVDA jointly unveil plans for the Ultra-Dense Small Form Factor Pluggable (USFP), a new 400G-per-lane optics form factor aimed at higher bandwidth density and efficiency for AI factory scale-out and scale-across networking.

$MRVL Marvell Technology set long-term targets at its Investor Day — calling for revenue of $70 billion to $90 billion in fiscal 2031. The massive revenue target reflects continued conviction in custom AI processor and optical networking demand. Combined with continued custom XPU shipments tripling 2024-2027, Marvell’s long-term positioning materially re-rates.