NVIDIA Plans Rubin Ultra for 2027 as AMD Wins Meta Partnership in $350B AI Chip Race
NVIDIA maintains AI chip dominance while ramping Blackwell production and targeting 2027 for Rubin Ultra architecture, but faces intensifying competition from AMD's Meta partnership and custom silicon from Google TPUs and Baidu Kunlunxin. Apple and TSMC are pioneering US-based advanced chip production, driven by Trump administration power requirements and geopolitical pressure to diversify semiconductor manufacturing away from Asia.
ViaNews Editorial Team (Finance)•