AMD desafía a Nvidia, y el avance de Gemini
In this episode of SeedRocket IA, we dive into the escalating hardware wars as AMD challenges Nvidia's dominance with HELIOS, its new rack-scale AI system backed by Microsoft and Meta. We also explore the massive 10-billion-dollar valuation of Etched, a startup betting on custom silicon for inference, and analyze Runway’s tactical retreat with Media Router—shifting from building model frontiers to becoming the infrastructure that connects them all.
Next, we break down Poolside's "model factory" approach, where a small team runs up to 20,000 experiments a month to beat massive models with…
The skinny
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