NVDA
Amazon's Trainium AI chip is about 30 to 40 percent more price-performant than comparable processors, per Jassy.
Point2 Technology's investors include Nvidia, Arm, Taiwan foundry UMC and cable maker Molex.
CrowdStrike built its Safe Mind security models (red Tempest, blue Solano) with Nvidia and uses Nemotron as a main base model on the blue side.
Nvidia said at OCP that Rubin Ultra, due next year, would use co-packaged optics for scale-up, earlier than the 2028 Feynman timing most expected.