BREAKING NEWS: NVIDIA HAS JUST OPEN SOURCED THEIR RUBIN NVSWITCH TRAY BoM & DIAGRAM & IT INCLUDES AMD EYPC 3151 EMBEDDED CPU. Since there is 9 NVSwitch Trays Per VR200 Rack, that is 9 small AMD embedded CPUs per NVIDIA rack.
NVIDIA has open sourced this in their "NVIDIA/nvbmc-docs" public github repo which has an CC 4.0 open source license!
Inflation in Europe is rising rapidly:
Eurozone Manufacturing PMI Input Prices spiked to 80 points in May, the highest since May 2022.
This also marks the largest monthly increase in costs for firms over the last 4 years.
Furthermore, PMI Output Prices surged to 62 points, the highest in 3.5 years.
The rate companies are increasing the prices they charge for goods they produce has surged +12 points, or +24%, since the start of 2026.
This surge has been primarily driven by rising energy and raw material costs.
Meanwhile, supply chain delays are up to the highest level since the pandemic supply squeeze of 2022, adding further pressure on prices.
As a result, factories are forced to pass higher costs on to customers, which will push inflation even higher over the next few months.
Price pressures across Europe are accelerating.
Inflation in Europe is rising rapidly:
Eurozone Manufacturing PMI Input Prices spiked to 80 points in May, the highest since May 2022.
This also marks the largest monthly increase in costs for firms over the last 4 years.
Furthermore, PMI Output Prices surged to 62 points, the highest in 3.5 years.
The rate companies are increasing the prices they charge for goods they produce has surged +12 points, or +24%, since the start of 2026.
This surge has been primarily driven by rising energy and raw material costs.
Meanwhile, supply chain delays are up to the highest level since the pandemic supply squeeze of 2022, adding further pressure on prices.
As a result, factories are forced to pass higher costs on to customers, which will push inflation even higher over the next few months.
Price pressures across Europe are accelerating.
Meta is building dozens of massive tents at campuses across the US, sticking billions of dollars of chips inside, and powering them with off-grid turbines.
The AI race has officially entered its Mad Max phase.
Over the last month, I reviewed hundreds of documents and satellite images for Cleanview's latest report on behind-the-meter data centers. Meta's data center strategy, which is very visible from space, was one of the weirder approaches I came across.
Mark Zuckerberg recently ditched the data center designs that Meta had perfected over the last decade and told his team to stick tens of thousands of chips in tents outside their data center in New Albany, Ohio. Each of these chips costs about $60,000. Zuckerberg plans to stick billions of dollars worth of them in the tents.
The strategy has helped cut the time to build compute in half. The first five buildings at Meta’s New Albany, Ohio data center took between two and three years to build. Meta started building five ~125,000 square foot tents between April and June of 2026, according to city permits. Satellite images show the structures have all been built.
To power those "rapid deployment structures", as they are officially named, Meta signed a 10-year deal with Williams to build a pair of 200 MW off-grid power plants. Those power plants began construction about a year ago and are nearly complete.
Meta is using the same strategy to build a data center in Tennessee, bringing the total count of tent data centers to three.
Strategies like this are part of the reason behind-the-meter data center capacity is growing so quickly.
In Cleanview's report, I found that there's currently about 2 GW of BTM capacity online today. By the end of the year, it will likely be 3 GW—equivalent to three nuclear power plants. By the end of 2027, it could be as high as 13 GW—more than the power demand of NYC.
I've been talking to a lot of reporters about this research. When I told one reporter about these tents and other companies powering their data centers with jet engines, he said, "It's like a scene out of the movie Mad Max."