AMD MI400 series is already shipping to customers (basically everybody) and it is crazy fast (8x to 10x faster than the previous gen and beats published Vera numbers in FP8, loses in FP4) and 432 GB per chip. 72 chip unified rack architecture (Helios) already shipping and projected to also beat Vera in NVL72.

MI500 series is supposedly already taping out and they're claiming massive increases (we'll find out end of 2027 prob).

Absolutely true although at some point it's not just raw numbers but also the kernels that run matmuls and there seems (from outsider perspective) to have been more optimization in the cuda kernels

In a data center that is power constrained but not space constrained they could build out new racks and flip the power from the old racks. Wonder if this will lead to moderately used server GPUs on the secondary market someday.

I don't think they overengineered a DC like this.

Besides Nvidia Hardware is still sold out and super expensive. Not a single Nvidia consumer GPU got cheaper at all, Nvidia DGX Spark got more expensive too.

It will be swooped of the market the second it hits the market.