搜索“NVIDIA”

SIC chips as well as the other chippery that Broadcom sells that goes into AI clusters, I posited that Broadcom, more than AMD or Intel, might become the biggest counterbalance to Nvidia in the GenAI boom. And that it would be getting a little competition from and help from Marvell in this task. This is turning out to be even more prophetic than I thought, based on the revenue forecast that Hock Tan, chief executive officer and legendary conglomerate builder at Broadcom, provided to Wall Street

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software Ironically, this idea lands as Salesforce is struggling to sell its own AI Tiny11 puts Windows 11 on a diet without the PowerShell workout 1 hour ago; Cisco, Nvidia team up to build fatter, faster pluggable 2 hours ago; The AI math isn't mathing as infrastructure spending forecast to outstrip expected revenue 6 hours ago; UK government chases AI while aging IT leaves it exposed, PAC chair warns 7 hours ago; It won't kill you, or humanity, to get off the AI upgrade treadmill 8 hours ago

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arning with Verifiable Rewards (RLVR) Again, the Mac is mostly the environment here and not the machine for running or updating the model during training. The model likely sits on NVIDIA GPUs and is fed via API to said Mac. By the way, NVIDIA’s CEO mentioned that GPT-6 Astra was being trained on 100,000 Grace Blackwell GPUs. 1.4 GPT-6 Astra is still a reasoning model The focus on computer-use training discussed in the previous section is not a fundamental paradigm shift in the training pipeline.

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software Increase in vibe-coded browser extensions sees Edge team automate quality assessments Tiny11 puts Windows 11 on a diet without the PowerShell workout 1 hour ago; Cisco, Nvidia team up to build fatter, faster pluggable 2 hours ago; The AI math isn't mathing as infrastructure spending forecast to outstrip expected revenue 6 hours ago; UK government chases AI while aging IT leaves it exposed, PAC chair warns 7 hours ago; It won't kill you, or humanity, to get off the AI upgrade treadmill 8

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del from a lab based in the US or EU doesn’t guarantee that a data center in that region serves the request. At global endpoints, models from OpenAI, Anthropic, Google, xAI, Meta, NVIDIA, Thinking Machines, or Mistral can run anywhere the provider serving the request operates. A data residency review asks where your request was decrypted and where inference ran, so a US team using GPT-5.6, Claude Opus 5, or Gemini 3.6 Flash on a global endpoint can still fail a compliance review. OpenRouter In-R

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del from a lab based in the US or EU doesn’t guarantee that a data center in that region serves the request. At global endpoints, models from OpenAI, Anthropic, Google, xAI, Meta, NVIDIA, Thinking Machines, or Mistral can run anywhere the provider serving the request operates. A data residency review asks where your request was decrypted and where inference ran, so a US team using GPT-5.6, Claude Opus 5, or Gemini 3.6 Flash on a global endpoint can still fail a compliance review. OpenRouter In-R

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mpanies worldwide. This matters more in the long run than capturing a few AI system deals worth billions of dollars. And besides, HPE could not get the GPU allocations from either Nvidia or AMD to grow its business any faster than it is doing. The big will get bigger faster, as Dell shows. And as the company’s financial results for its third quarter of fiscal 2026 show, HPE is finally seeing its fortunes improve and is set to help drive AI on various compute and networking engines into enterpris

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AI code-review startup CodeRabbit raised US $143 million at a $1.5 billion valuation, while claiming it performs more than 2 million reviews a week for 17,000 customers, including Nvidia, Indeed, and BMW Group. The new era of code review will determine whether AI can ever provide code that is both faster and more reliable. It also has some software engineers thinking about the future of their profession: If entry-level engineers spend less time writing code themselves, how will they learn to jud

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thank Bharat Venkitesh for providing technical support throughout this work. We thank Stephen Jones, Brian Pharris, Vinod Grover, Frederic Bastien, Hua Huang and Disha Mehra from Nvidia for various insightful discussions. We thank Zewen Shen for some helpful discussions on evaluation and numerical accuracy. The design builds on ideas from Hazy Research's Look Ma, No Bubbles! and uses ThunderKittens tile primitives. Thanks also to the authors and maintainers of FlashAttention, PyTorch, Transform

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I also just did a two part Hater's Guide To Circular Financing, covering the depths of NVIDIA's circular madness and the history of a very dangerous kind of "financial innovation." Subscribing to premium is both great value and makes it possible to write these large, deeply-researched free pieces every week. This week's premium will be The Hater’s Guide To Broadcom, a company that has long ceased to innovate, and whose existence centers on buying successful companies and jacking up prices, and n

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taining control over their data, infrastructure and knowledge. Advent, funds and accounts managed by BlackRock as well as the Grand Duchy of Luxembourg joined the round as new investors. Existing investors a16z, ASML, Belfius, BNP Paribas CIB, Bpifrance, Carmignac, DST Global, Eurazeo, General Catalyst, Headline, Hillspire, Index Ventures, Korelya Capital, Lightspeed, NVIDIA, Phoenix Court's Solar fund (home to LocalGlobe, Latitude and Solar) and Salesforce Ventures participated in the round. 0%

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ng, training, and many new product experiences. Large organizations now account for 55% of our revenue (up from 40% this time last year), and we’re proud to serve enterprises like Nvidia, Stripe, Klarna, and Deutsche Telekom, and governments from Brazil to Ukraine. At the same time, we are building new financial models to support the creative ecosystem, including the industry’s first marketplace for creators to earn money from their voice IP. As the business becomes more complex, Ethan will scal

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storm, which is compounding bad news. As far as I know, we don’t have a name for that converse, so I guess we can just call it a harmonic resurgence. And now that the partners of Nvidia and AMD can make more GPU accelerators than they could several years ago, Dell is getting a lot more GPU allocations, and I think a disproportionately larger part of AI system orders because it has its supply chain and factories in order and can actually line up iron to run against its swelling GenAI revenue bac

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he question was how much of that advantage the rest of the industry could actually get. Could you take an open-weight model, serve it through a familiar inference engine, and beat NVIDIA on the economics that matter to your business? Today, we are publishing the first third-party inference results for TPUv7 Ironwood on InferenceX Official Preview. In our apples-to-apples comparisons against B200/B300, Ironwood delivers up to 50% better performance per dollar. Its advantage extends across much of

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icians had budgeted years for that ran to 13M lines of code. Jensen Huang said “AGI has arrived” in a post about OpenAI’s GPT-6 Astra, revealing that the model was trained on 100K Nvidia GPUs with 400K more “coming online next.” The U.S. and China are reportedly lining up AI safety talks for mid-September, with topics including AI cyberattack monitoring and model distillation. Los Angeles public schools shut off student access to AI on district devices for the school year, coming on the heels of

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ven beforehand); they would tell you to be scaling pilled. Well, we didn’t actually see that many of them throwing away everything to get more compute, more data, and investing in NVIDIA call options. Similarly, people talk about being AGI pilled. Well, if that’s your belief, that AGI will hit in the next year or two with the current transformer paradigm, why aren’t you buying as much land as possible, or folding your little neolab startup and begging one of the AGI-leading labs to let you in? I

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You know, sometimes it’s kind of hard to explain the “circular” part of circular financing to people, in the sense that some of the agreements are kind of clunky. NVIDIA funds OpenAI, who then spends that money to rent back NVIDIA GPUs from Microsoft, Google, Amazon, or CoreWeave, and then that money is used…to buy servers from Taiwanese ODMs (original design manufacturers) that build their servers, who then buy GPUs from NVIDIA to put in them. The reason it’s clunky is that people will, even if

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ries at the G20 Innovation Ministerial. Too many AI auditors come from a similar POV. Anthropic and OpenAI’s professional power-users account for most of their enterprise revenue. Nvidia and Hugging Face announce the chipmaker’s $12.9 billion acquisition agreement. OpenAI pulls back the curtain on its new Astra model. Pablo Torre’s investigation into the LA Clippers results in historic NBA sanctions and a Pulitzer for his team. The Trump administration weighs in on behalf of OpenAI in its legal

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lagship, top-rated model 🗣️ Realtime-TTS-2 - Inworld's top-ranked voice model, now generally available 🌎 Atlas - World Labs’ new SOTA world model in early access Sponsored Listing Nvidia announced the acquisition of Hugging Face for $12.9B, with CEO Jensen Huang saying the platform will remain open to every cloud and chip. Axiom Math published a paper breaking a decade-old record by proving prime numbers never stop appearing within 212 of each other, only for OpenAI's GPT-6 Astra to shrink that

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性缺陷都意味着不可承受之重。 面对这四大趋势，Gupta提出了“AI原生设计”的战略构想：将AI深度融入从芯片、封装、电路板到系统的全生命周期开发流程。其核心是“更快的引擎速度、更智能的执行、可信的结果”三大支柱。 在技术实现上，Gupta详细介绍了西门子EDA构建的自主智能体系统。该系统依托2025年7月发布的Fuse基础模型及其构建的结构化数据本体，基于NVIDIA的OpenShell框架实现智能体互联，依托NeMo Gym完成智能体训练。整个系统采用五层架构设计：底层为Arm CPU与GPU驱动的加速计算引擎，之上依次为高级推理层、智能体层与编排层，顶层则是西门子自研EDA引擎。 实践案例一：Solido定制IC验证平台。这是西门子将自主智能体AI工作流落地的首个标杆。工程师只需以自然语言下达指令（例如“对所有单元进行特征化”），系统即可自主调度数千个单元并覆盖全PVT（工艺、电压、温度）角点，独立完成仿真运行、结果调试与错误修复等复杂流程，实现全程无人值守。该方案将特征化速度提升10倍、Token成本降低10倍。Solido团队拥有超过二十年深耕AI应用于EDA的经验，为这一突

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