Nvidia Corp. is encountering difficulties with the assembly of its GB200 server cabinets, as reported by Taiwanese supply chain sources. The complexity of the process has led to system installations taking up to a week and frequent crashes, requiring debugging assistance from Microsoft Corp. As a result, the testing of the subsequent GB300 model has been delayed, with test samples now anticipated in late Q4 2025. Market rumors indicate that Apple Inc. is set to invest approximately $1 billion in Nvidia's GB300 NVL72, which would include around 250 racks or 18,000 GPUs. However, industry analyst Ming-Chi Kuo suggests that this purchase alone will not significantly advance Apple's AI ambitions, indicating that the market may be overplaying the importance of this deal. In the AI infrastructure sector, Retym Inc. has launched with a $75 million Series D funding round led by Spark Capital, with participation from Kleiner Perkins, Mayfield, and Fidelity Investments, bringing its total funding to $180 million. The company is focused on bringing its first AI data center chip to market this year, specifically targeting networking chips for artificial intelligence computing in data centers. Nexthop AI has also entered the market with $110 million in funding, led by Lightspeed Ventures, to develop next-generation cloud AI infrastructure. The startup aims to collaborate with major cloud companies to build custom networking solutions tailored to their specific needs.
Sound analysis on Apple / NVIDIA 👇🏻 The $1 billion was never what made the story interesting. It was the fact that Apple turned to NVIDIA despite its complicated history and long time resistance. Apple needs to spend a lot more than a billion and needs to do it sooner to try https://t.co/76nATMkL5c
Retym, which aims to bring its first AI data center chip to market this year, raised a $75M Series D led by Spark Capital, bringing its total funding to $180M (@chernandburn / Reuters) https://t.co/JwZKydcyjA https://t.co/VF6NKhxN84 https://t.co/ZOzeer1FAj
Chip startup Retym has raised $75 million this year as part of $180 million in total funding the company is using to pursue networking chips for artificial intelligence computing in data centers, the company said on Monday. https://t.co/LPdGtToIs2