➀ NVIDIA将为Stargate AI超级计算机提供64,000个新的GB200 AI GPU，以支持OpenAI和Oracle；
➁ 这些GPU预计将在2026年交付，总价值22.4亿美元；
➂ Stargate AI超级计算机位于德克萨斯州阿比林，将与Elon Musk的xAI超级计算机竞争。
Recent #AI Supercomputer news in the semiconductor industry
➀ Mark Zuckerberg announced Meta's new Llama 4 model, trained on a cluster of over 100,000 NVIDIA H100 GPUs; ➁ The setup is reported to cost over $2 billion; ➂ Meta is competing with xAI and Elon Musk in the AI supercluster race.
1. AMD has received inquiries from unknown clients to build a supercomputer with 1.2 million AI GPUs. 2. Forrest Norrod, EVP and GP of AMD's Datacenter Solutions Group, confirmed the news in an interview. 3. The scale of the project is estimated to be 30 times larger than the current largest supercomputer, Frontier.