NVIDIA
NVIDIA designs the GPUs that train and run virtually every major AI model, from the H100 to the Blackwell generation. Its CUDA software stack and data-center chips made it one of the most valuable companies on Earth and the bottleneck of the AI boom. All our NVIDIA coverage: chips, earnings and ecosystem news.
Qualcomm considers acquiring AI-chip startup Tenstorrent for $8-10 billion
Reuters: Qualcomm is ready to pay $8-10 billion for AI-chip developer Tenstorrent, founded by chip design veteran Jim Keller, who worked on Apple and Tesla…
Meta Starts Building Servers from Old DDR4 Memory Amid DRAM Shortage
Meta is installing DDR4 modules from decommissioned machines in new servers through a custom ASIC adapter called Vistara—a way the company is easing the global…
Compute Exchange: Carmen Lee builds GPU computing market bigger than oil market
In Bloomberg Odd Lots podcast, CEO of Compute Exchange and Silicon Data Carmen Lee discussed how her company is building a tradeable GPU computing market and GPU…
Stargate UK: OpenAI never inspected the flagship AI project site in Britain
Anthropic Claude Science received acceleration through NVIDIA BioNeMo Agent Toolkit
FuriosaAI launched RNGD chips in Europe as a cheaper alternative to Nvidia
Jensen Huang: A $500K Engineer Should Spend At Least $250K Yearly on AI Tokens
AMD Shows How to Run AI Agents on PCs with 128 GB of Memory
AMD published a guide for deploying the open OpenClaw agent on Windows PCs with RyzenClaw and RadeonClaw configurations.
NVIDIA DSX OS: open operating system for AI factories of any scale
NVIDIA released a modular OS for managing mega data centers with AI accelerators, solving market fragmentation problem.
NVIDIA Cosmos 3: models for reasoning and actions in robots' physical world
Prometheus: Majestic Labs server with 128 TB of memory for AI
NVIDIA DGX Spark: Local AI Agents on Accelerated Models with Clustering
NVIDIA Alpamayo: Closed-Loop Model Training for Autonomous Vehicles
Hesai Lidar, Declared Military by Pentagon, Quietly Populates American Robotaxis
Chinese sensor maker, blacklisted by U.S. Department of Defense, supplies equipment for self-driving cars and even airports.
NVIDIA NemoClaw: AI Agents with Deny-by-Default and Human Approval for Sensitive Code
LangChain and NVIDIA developed a controlled framework for managing AI agents when working with critical code requiring oversight.