AMD desafía a Nvidia, y el avance de Gemini

In this episode of SeedRocket IA, we dive into the escalating hardware wars as AMD challenges Nvidia's dominance with HELIOS, its new rack-scale AI system backed by Microsoft and Meta. We also explore the massive 10-billion-dollar valuation of Etched, a startup betting on custom silicon for inference, and analyze Runway’s tactical retreat with Media Router—shifting from building model frontiers to becoming the infrastructure that connects them all. Next, we break down Poolside's "model factory" approach, where a small team runs up to 20,000 experiments a month to beat massive models with smarter behavior, and look at AegisAI's 36-million-dollar Series A to fight AI-driven cyber attacks using specialized agents. Plus, we look at the physical frontier of AI as Nvidia sends its Jetson GPUs to the moon with Lunar Outpost to power autonomous navigation. Finally, we cover the distribution battle as Google Gemini closes in on 950 million monthly users, challenging ChatGPT's dominance. We close with a surprising statistic from Pew Research: despite US technological leads, 36 percent of Americans believe China is winning the AI race. We discuss what this perception gap means for capital, talent, and the future of the industry.