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LaminiAI seems to be one of AMD's first customers to get a bulk order of Instinct MI300X AI GPUs, with LaminiAI CEO saying they're inside its new pods.
OpenAI CEO Sam Altman wants to use billions of dollars setting up a network of factories to manufacture semiconductors, future AI processors.
Mark Zuckerberg unveils Meta's goal in creating artificial general intelligence (AGI) with nearly 600,000 AI GPUs by the end of this year alone.
NVIDIA will continue to struggle doing AI GPU business in China, with the Indian market now opening up with a huge $1 billion+ order for AI GPUs.
The semiconductor industry has the largest boost in over 10 years, largely driven by AMD and NVIDIA... especially NVIDIA with its massive AI GPU sales.