Amazon expanded its partnership with Nvidia by adding another 2 million Nvidia GPU chips to AWS data centers. The additional GPUs are scheduled to arrive in 2027 and 2028, expanding on an earlier plan to deploy more than 1 million Nvidia GPUs starting this year. This deepens Nvidia’s integration across AWS and comes while Amazon continues building its own potentially competing AI chips and services.
theCUBE is set to livestream VMware Explore coverage in Las Vegas to examine how Broadcom has reorganized VMware around VMware Cloud Foundation for private cloud, AI infrastructure, and agentic AI. The event runs Aug. 31–Sept. 2, and Broadcom will discuss VCF 9.1’s security and operational capabilities for AI and Kubernetes-native private cloud. Viewers will get on-site reporting and interviews focused on governing AI agents and defending private clouds against AI-assisted attacks, including a new vDefend 1-2-3 workflow.
The U.S. economy grew at a sluggish 1.5% pace from April through June, with GDP growth slowing from 2.1% earlier in the year. Consumer spending rose at a 3.4% annual clip, while imports grew 12.5% and cut 1.64 percentage points from second-quarter GDP growth. The report points to continued resilience via 8.5% business investment growth and 4.2% underlying growth, with AI-related chip shipments boosting imports.
NVIDIA expanded NVLink Fusion by adding NVHBM custom high-bandwidth memory to improve performance for XPUs. NVHBM delivers up to 30% greater memory bandwidth and 15% lower HBM power consumption versus standard HBM4E. This shifts the memory controller into the 3D HBM stack to free up to 25% more XPU die area and speeds up qualification from multiple memory partners, including Amazon’s Annapurna Labs starting with Trainium4.
OpenTelemetry’s standard instrumentation has made it easier to collect more telemetry, but Bronto says the industry still lacks cost-effective full-fidelity storage, search, and analysis, leaving teams with blind spots. Bronto claims enterprises can keep more than 100 times the observability data they hold now without slowing down or making it harder to use. Bronto is pitching its BrontoD polymorphic data store and a usage-based billing approach that targets higher-volume AI logs, traces, and metrics so teams get broader, longer access to their data.
AMD, Supermicro, and MinIO say enterprise AI projects are being held back more by data pipeline issues than by compute. They cite that more than 80% of enterprise data is unstructured and that 99% of it is dark to AI because it is hard to query. Their work points to consolidating data lake/lakehouse storage at “up to exabyte scale” using open standards like Apache Iceberg and integrations such as MinIO’s Iceberg support.
Xbox CEO Asha Sharma said the company must focus on affordability for its next-generation console as hardware prices rise partly due to AI infrastructure spending. She said Xbox will add digital entitlements for 1,000 titles that currently have physical discs. As a result, supported games’ digital rights can transfer with disc second-hand sales and players may be able to run their older discs on future Xbox consoles without inserting them.
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