What The Chip Happened - Jose Najarro AI & Chip Stocks cover image

Intel and Nvidia Stock Surge as AMD's MI300 Hype Falls Flat -- Time To Sell AMD Stock?

What The Chip Happened - Jose Najarro AI & Chip Stocks

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AMD's Partnership With HPE Aroba to Create Smart Switches

AMD announced the P4 DPU architecture, they do mention is the world's most intelligent TPU. They said that they're partnering up with HPE Aroba to create smart switches using AMD's DPU solutions. And you know who else has smart switches? NVIDIA, thanks to their acquisition of Melanox, NVIDIA does have smart switches just like the Infament Vans switch.

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