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Market Insights

A digest of GPU, AI server and datacenter market news from industry sources — with links to originals.

NVIDIA CEO and Co-Founder Jensen Huang Resigns, Effective Immediately

ServeTheHome · November 12, 2026

NVIDIA CEO and Co-Founder Jensen Huang Resigns, Effective Immediately

NVIDIA's CEO and Co-Founder Jensen Huang has resigned from the company, effective immediately, marking a pivotal moment for the company and the AI and graphics industries at large The post NVIDIA CEO and Co-Founder Jensen Huang Resigns, Effective Immediately appeared first on ServeTheHome.

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This is the Meta MetaRoCE Network Adapter

ServeTheHome · November 12, 2026

This is the Meta MetaRoCE Network Adapter

At OCP Summit 2026, Meta showed off its MetaRoCE adapter designed to scale to million-GPU training clusters The post This is the Meta MetaRoCE Network Adapter appeared first on ServeTheHome.

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ServeTheHome · November 10, 2026

AMD EPYC 9006 Results Are Here and AMD Delivers a Knockout Part Deux

The day is finally here for the launch of AMD's EPYC 9006 "Venice" platform and the Zen 6 CPU architecture. AMD has been hard at work over the past two years to build a better server CPU, and thanks to its performance, Venice is primed to deliver another knockout blow for AMD The post AMD EPYC 9006 Results Are Here and AMD Delivers a Knockout Part Deux appeared first on ServeTheHome.

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ServeTheHome · November 9, 2026

Google TPU 8tx Pairs AMD EPYC Turin Hosts with Confidential Computing while TPU 8i Max Doubles Memory Bandwidth

The new Google TPU 8tx pairs AMD EPYC Turin hosts with confidential computing while TPU 8i Max doubles memory bandwidth for inference The post Google TPU 8tx Pairs AMD EPYC Turin Hosts with Confidential Computing while TPU 8i Max Doubles Memory Bandwidth appeared first on ServeTheHome.

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ServeTheHome · November 8, 2026

Dell PowerEdge R770AP Review One Fast Intel Xeon 6 Server

Today we are taking a look at Dell's PowerEdge R770AP. The 2U server goes all-in on performance with a dual-socket Xeon 6 setup and 24 channels of DDR5 memory The post Dell PowerEdge R770AP Review One Fast Intel Xeon 6 Server appeared first on ServeTheHome.

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ServeTheHome · November 7, 2026

ASRock Rack DMRD16-2L+ Spotted with 16 DDR5 Slots for Diamond Rapids

We check out the ASRock Rack DMRD16-2L+ which is a 16-channel Intel Diamond Rapids Xeon motherboard with 128x PCIe Gen6 lanes over MCIO The post ASRock Rack DMRD16-2L+ Spotted with 16 DDR5 Slots for Diamond Rapids appeared first on ServeTheHome.

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ServeTheHome · November 6, 2026

Cisco Catalyst C1300-24XTS Review A Neat 24-port 10GbE Switch

In our Cisco Catalyst C1300-24XTS review, we take the switch apart to see how it works and test it under full load to see if it holds up The post Cisco Catalyst C1300-24XTS Review A Neat 24-port 10GbE Switch appeared first on ServeTheHome.

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ServeTheHome · November 5, 2026

Supermicro Super AI Station Review: The AI Server That Doubles as a Workstation

Today we are looking at Supermicro's Super AI Station, the company's neat take on a DGX Station System with a design that can stand as a tower or be rackmounted as a 5U server The post Supermicro Super AI Station Review: The AI Server That Doubles as a Workstation appeared first on ServeTheHome.

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ServeTheHome · November 4, 2026

Qualcomm Dragonwing Nabs a Big SpaceX Starlink Mobile Nationwide US 5G Network Win

Qualcomm Dragonwing just landed a new US customer as part of the SpaceX Starlink mobile nationwide build-out The post Qualcomm Dragonwing Nabs a Big SpaceX Starlink Mobile Nationwide US 5G Network Win appeared first on ServeTheHome.

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ServeTheHome · November 4, 2026

AMD Q3 2026 Earnings Data Center Growth Drives Record Quarter

AMD Q3 2026 earnings were massive with the data center and embedded segments seeing big uplift with the clear Venice x86 leadership looming The post AMD Q3 2026 Earnings Data Center Growth Drives Record Quarter appeared first on ServeTheHome.

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ServeTheHome · November 2, 2026

Marvell Proposes Acquiring Lumentum to Combine Optical Circuit Switching with AI Connectivity Silicon

Marvell announced its intention to acquire Lumentum in a $115B acquisition to further optical connectivity in the AI era The post Marvell Proposes Acquiring Lumentum to Combine Optical Circuit Switching with AI Connectivity Silicon appeared first on ServeTheHome.

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