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AMD Instinct

Nvidia Vera Rubin Ramp and AMD 2nm EPYC Spur Fresh Upside for Data‑Center Compute

Eased HBM4 and wafer bottlenecks point to faster product ramps that could push data‑center revenue above current forecasts.

Nvidia Said to Back xAI’s $20 Billion GPU SPV as AI Megadeals Draw Bubble Warnings