Report
Neocloud demand called ‘off the charts’; RTX 5090 repurposing alleged in China
A roundup says Nvidia built a reference architecture around OpenShell; another post alleges 5090 parts go onto custom server boards.
TLDR
An October 25 roundup quotes Jensen calling neocloud demand “off the charts” and says Nvidia wrapped a reference architecture around OpenShell for agent sandboxes. A separate post claims footage shows workers in Chinese factories removing GPUs and GDDR7 memory from RTX 5090 cards and installing the parts on custom server boards. It also says some Founders Edition cards are involved.
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