GPUs
Search documents
X @Elon Musk
Elon Musk· 2026-05-06 21:15
The GB300 is the best AI computerNVIDIA (@nvidia):Two frontier labs. One accelerated computing platform. Congrats to @SpaceX and @AnthropicAI on the new compute partnership, powered by 220,000+ NVIDIA GPUs inside Colossus 1. The future of AI runs on NVIDIA. ...
The next AI bottleneck isn’t GPUs
Yahoo Finance· 2026-05-05 21:00
Chip stocks have been on a tear this year. The sock semiconductor ETF up nearly 60% since January as AI drives demand growth throughout the entire industry, not just Nvidia's GPUs. You know, finance senior reporter Nezra joins me now with more.And Nez, let's talk Micron, which has been on this remarkable run. It's a rocket ship. What explains that run.>> Yeah, I mean Micron is part of the semiconductor trade that has been really leading uh this rally. Uh and it's a memory uh chip company. They started shipm ...