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Nvidia’s New Chip is 5x Faster. It’s Over
Jan 12, 2026
The creator discusses Nvidia's new Vera Rubin technology, highlighting its significant performance improvements and potential cost reductions. The demand for Nvidia's AI and accelerated computing products is described as tremendous and insatiable, with the company holding an estimated 90% market share in AI-optimized data centers. The main challenge for Nvidia appears to be meeting this overwhelming demand, and the company is already planning for future technology generations to ensure supply chain readiness.
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