Nvidia is seeing tight GPU supply across consumer and data center segments while reportedly shifting toward a per-GPU software fee model. This combination increases total cost of ownership for on-premise AI and signals a broader move from hardware to software revenue.
As first production units ship, NVIDIA revises some specifications for its Rubin GPU platforms. The timing signals a shift from validation to supply and forces AI infrastructure planners to reassess integration, power, and cooling assumptions.
An IT vendor has listed a used AI supercomputer on eBay for $60 million: 9,600 Nvidia A100 GPUs, 4,200 AMD EPYC CPUs and 300 decommissioned racks, with free shipping. The listing highlights how AI hardware life cycles are feeding a secondary market r...
Demand for local AI infrastructure is growing as cloud costs weigh on budgets. Supply for Asus RTX Spark is tightening, signaling a market shifting resources toward on-premises computing. The trend highlights pressure on hardware, lead times, and dep...
According to reports, Nvidia is no longer accepting RTX 5090 orders from board partners and has also blocked backorders. If confirmed, the move signals demand exceeding supply and reignites the hardware question for on-premise inference: availability...
A figure attributed to Jensen Huang reignites the debate over NVIDIA's business model: $2,000 per GPU per year as software revenue. For on-premise cluster operators, cost shifts from CapEx to recurring OpEx, affecting TCO, operational autonomy, and s...
