Nvidia
166 articles mention Nvidia
Palantir: US Government Clients Switch to Open Source
Palantir: US Government Clients Switch to Open Source Palantir CEO Alex Karp is positioning himself as the gatekeeper between his clients' budgets...
02.07.2026OpenAI teases new hardware
OpenAI teases new hardware OpenAI, in collaboration with custom keyboard manufacturer Work Louder, has announced a physical developer device set to...
02.07.2026Agents are conquering the adtech industry
Agents are conquering the adtech industry At Cannes Lions 2026, the big names in advertising technology declared the era of agentic advertising:...
01.07.2026China Builds a Trillion-Parameter Model Entirely on Its Own Chips
China Builds a Trillion-Parameter Model Entirely on Its Own Chips Meituan, known in China primarily for food delivery, unveiled LongCat-2.0 on...
30.06.2026South Korea's $880 Billion Plan: Chips and AI as a National Priority
South Korea's $880 Billion Plan: Chips and AI as a National Priority South Korea has announced investments of at least $880 billion to expand its...
26.06.2026Developer Jobs: AI as a Job Catalyst, Not a Killer?
Developer Jobs: AI as a Job Catalyst, Not a Killer? While tech layoffs in May reached their highest monthly level in years, with AI cited as the most...
26.06.2026China's AI Infrastructure Reaches the West
China's AI Infrastructure Reaches the West Two movements are running in parallel, and both aim for the same thing: making Chinese models available...
26.06.2026Chip Crisis Fueled by AI Boom: Apple Massively Increases Prices
Chip Crisis Fueled by AI Boom: Apple Massively Increases Prices Apple raised prices for Macs and iPads on Thursday, citing the exploding costs of...
26.06.2026OpenAI is Building Its Own Chips
OpenAI is Building Its Own Chips OpenAI unveiled its first proprietary AI chip on Wednesday: Jalapeño, a so-called “Intelligence Processor,”...
25.06.2026OpenAI is Building Its Own Chip, Becoming More Independent from Nvidia
OpenAI is Building Its Own Chip, Becoming More Independent from Nvidia OpenAI and Broadcom have unveiled Jalapeño, an ASIC built specifically for...
24.06.2026China Reclaims Supercomputer Crown
China Reclaims Supercomputer Crown For the first time since 2017, a Chinese computer is once again at the top of the Top500 list. LineShine from the...
21.06.2026Europe and AI: A Doomsday Scenario as a Wake-Up Call
Europe and AI: A Doomsday Scenario as a Wake-Up Call A Brussels-based think tank has published a thought experiment called 'Europe 2031' in which the...
21.06.2026The Economics of China's Cut-Price Models
The Economics of China's Cut-Price Models DeepSeek launched V3 at $0.27 per million input tokens, while GPT-4o was charging $2.50 at the time, about...
20.06.2026Google Copies Nvidia's Financial Trick to Crack Nvidia's Fortress
Google Copies Nvidia's Financial Trick to Crack Nvidia's Fortress In the competition for AI chips, Google is resorting to the very financial...
20.06.2026Washington Claims ASML's Most Important Machine is in China
Washington Claims ASML's Most Important Machine is in China According to Bloomberg, U.S. Commerce Secretary Howard Lutnick told senior ASML managers...
20.06.2026Amazon Wants to Directly Challenge Nvidia by Selling Its Own AI Chips
Amazon Wants to Directly Challenge Nvidia by Selling Its Own AI Chips According to AI chief Peter DeSantis, AWS is in talks with Bloomberg about...
20.06.2026Deutsche Bank Shows What AI Investments Really Yield
Deutsche Bank Shows What AI Investments Really Yield Denis Roux, CIO of Investment Banking at Deutsche Bank, said on June 18 that AI is cutting the...
17.06.2026China (IV): Alibaba is Building the AI Factory that Spans All Levels of the 'AI Stack'
China (IV): Alibaba is Building the AI Factory that Spans All Levels of the 'AI Stack' Alibaba has introduced its first model series for robots,...
17.06.2026Why South Korea Loves AI
Why South Korea Loves AI While discontent with AI is growing in the US, South Korea is emerging as perhaps the most optimistic country in the world:...
17.06.2026SpaceX Acquires Cursor for $60 Billion
SpaceX Acquires Cursor for $60 Billion SpaceX is acquiring the AI coding startup Cursor (founded in 2022 as Anysphere) for $60 billion in stock, just...
17.06.2026China (II): DeepSeek's $7 Billion Round Opens a New Front in the AI Race
China (II): DeepSeek's $7 Billion Round Opens a New Front in the AI Race Chinese AI provider DeepSeek has raised more than $7 billion in its very...
15.06.2026The AI Supercycle Runs on Three Clocks Simultaneously
The AI Supercycle Runs on Three Clocks Simultaneously Gennaro Cuofano has revised his “AI Supercycle” thesis developed in 2022 and provides a map...
15.06.2026Apple Hides the AI Model Switcher for Siri
Apple Hides the AI Model Switcher for Siri The developer beta of iOS 27 contains an extensions framework that would allow iPhone users to switch...
14.06.2026Huawei Releases openPangu 2.0 (Open Source from June 30)
Huawei Releases openPangu 2.0 (Open Source from June 30) Huawei has announced openPangu 2.0 and plans to gradually open-source it starting June 30:...
12.06.2026Companies Spend Up to $7,500 Per Employee Per Month on AI
Companies Spend Up to $7,500 Per Employee Per Month on AI A Nvidia manager recently said that compute costs now exceed the salaries of his people....
12.06.2026Germany's NEURA Robotics raises up to $1.4 billion
Germany's NEURA Robotics raises up to $1.4 billion NEURA Robotics from Metzingen has closed a Series C of up to $1.4 billion, led by stablecoin...
10.06.2026Apple's Bet on the Agent Operating System
Apple's Bet on the Agent Operating System Gennaro Cuofano argues that the most important shift in the coming years won't happen in the chip, the...
10.06.2026China Plans $295B for AI Data Centers and Locks Out Nvidia
China Plans $295B for AI Data Centers and Locks Out Nvidia According to Bloomberg, China is drafting a plan to invest around 2 trillion yuan (about...
10.06.2026Google and Nvidia Keep Intel as a Backup
Google and Nvidia Keep Intel as a Backup TSMC's capacity problems are becoming a stroke of luck for Intel. Because the Taiwanese contract...
08.06.2026Nvidia: Every Edge Device Will Become Autonomous
Nvidia: Every Edge Device Will Become Autonomous On a public stage, Nvidia CEO Jensen Huang has sharpened his thesis: Every device at the edge of the...
07.06.2026Google Rents Compute from SpaceX for $920 Million a Month
Google Rents Compute from SpaceX for $920 Million a Month One week before the biggest IPO in history, SpaceX has brokered its next compute deal, this...
07.06.2026Meta is Turning Its Data Centers into 'Mad Max' Sets
Meta is Turning Its Data Centers into 'Mad Max' Sets Meta is setting up tent-like structures across the U.S. to house AI servers. Tom's Hardware...
06.06.2026The AI Boys Are Damaging AI's Image More and More
The AI Boys Are Damaging AI's Image More and More Jeff Jarvis describes a paradox on Medium: 57 percent of Americans believe the risks of AI outweigh...
06.06.2026Huawei's Chip Queen Declares Moore's Law Dead
Huawei's Chip Queen Declares Moore's Law Dead He Tingbo has been leading Huawei's internal chip unit since 2003, with an annual budget of around $400...
04.06.2026AI Workloads Are Moving to the Local Machine
AI Workloads Are Moving to the Local Machine At Computex 2026, Perplexity demonstrated how AI workloads will be orchestrated between local machines...
03.06.2026Nvidia (II): Software developers become intent formulators
Nvidia (II): Software developers become intent formulators At Computex in Taiwan, Jensen Huang not only showed new hardware but also delivered a...
03.06.2026NVIDIA and Microsoft rebuild the PC for the age of personal AI agents
NVIDIA and Microsoft rebuild the PC for the age of personal AI agents NVIDIA RTX Spark redefines the Windows PC as a 'Personal AI Computer': A...
03.06.2026Nvidia (I): World models for the robotics leap
Nvidia (I): World models for the robotics leap Nvidia is introducing Cosmos 3, a new system that teaches robots to generalize beyond their training...
02.06.2026Jensen Huang: The Golden Era of Software—Thanks to AI
Jensen Huang: The Golden Era of Software—Thanks to AI At Computex in Taiwan, Jensen Huang is countering the widespread fear of a 'Saaspocalypse.' The...
01.06.2026AI Agents Need Security Scanners: Nvidia Gets Serious with SkillSpector
AI Agents Need Security Scanners: Nvidia Gets Serious with SkillSpector Nvidia is releasing SkillSpector as an open-source tool for security auditing...
01.06.2026Token Costs (3): Nvidia Aims to Make Windows PCs Ready for Local Agents
Token Costs (3): Nvidia Aims to Make Windows PCs Ready for Local Agents Nvidia chips are coming to Windows PCs next week – in Microsoft Surface...
30.05.2026StepFun: 198-Billion-Parameter Model at a GPT-4o-Mini Price
StepFun: 198-Billion-Parameter Model at a GPT-4o-Mini Price StepFun has released a 198-billion-parameter Mixture-of-Experts vision-language model on...
29.05.2026Europe's Chip Strategy: Demand Instead of Just Supply Chain
Europe's Chip Strategy: Demand Instead of Just Supply Chain The EU Commission is changing course: the new Chips Act 2.0 focuses on demand rather than...
28.05.2026AGI by 2030: Google's Bet on the Human-like Machine
AGI by 2030: Google's Bet on the Human-like Machine Demis Hassabis gives Artificial General Intelligence another six years, plus or minus one. The...
28.05.2026Shopify Turns LLM Chats into a Shared Workshop
Shopify Turns LLM Chats into a Shared Workshop 5,938 Shopify employees worked with the same AI agent in a single month — all publicly visible. Most...
27.05.2026Trump's Export Controls Fuel China's CCP and AI
Trump's Export Controls Fuel China's CCP and AI The export controls were intended to slow down China's AI development through the Nvidia boycott....
22.05.2026Anthropic's Profitability is a Trick for the IPO
Anthropic's Profitability is a Trick for the IPO Anthropic reports an operating profit of $559 million on revenue of $10.9 billion for Q2. The...
22.05.2026Nvidia's Data Center Division Quintuples in One Year
Nvidia's Data Center Division Quintuples in One Year Nvidia reported revenue of $52.4 billion in the first quarter of fiscal year 2027, beating...
22.05.2026America is Building Quantum Computers with Government Money and Equity
America is Building Quantum Computers with Government Money and Equity The Trump administration is distributing $2 billion to nine quantum computing...
21.05.2026OpenAI Turns Guaranteed Compute into a Premium Product
OpenAI Turns Guaranteed Compute into a Premium Product OpenAI is now selling data center capacity in advance. The offering is called “Guaranteed...
21.05.2026Is Cerebras the Pets.com of the AI Boom?
Is Cerebras the Pets.com of the AI Boom? Scott Galloway and Ed Elson are asking whether AI chip manufacturer Cerebras, with its spectacular IPO...
20.05.2026Former Google CEO Gets Booed
Former Google CEO Gets Booed Eric Schmidt, former Google CEO and multi-billionaire, experienced a memorable moment at the University of Arizona:...
19.05.2026Sold Out: Google's AI Researchers Complain About Scarce Compute Time
Sold Out: Google's AI Researchers Complain About Scarce Compute Time Google has created a luxury problem that no one saw coming. The corporation is...
18.05.2026Richard Socher leaves Salesforce with $650 million and a big plan
Richard Socher leaves Salesforce with $650 million and a big plan Richard Socher, the former Chief Scientist at Salesforce, has launched a new AI...
18.05.2026Apple is sabotaging Apple's own supply chain: AI doesn't ask where the next screw comes from
Apple is sabotaging Apple's own supply chain: AI doesn't ask where the next screw comes from Last week, a developer tried to configure a Mac Studio...
17.05.2026Topsy-Turvy World: Nvidia Can Now Ship H200s, but China Is No Longer Ordering
Topsy-Turvy World: Nvidia Can Now Ship H200s, but China Is No Longer Ordering US authorities have allowed Nvidia to sell up to 75,000 H200 chips to...
17.05.2026DeepSeek no longer needs Nvidia
DeepSeek no longer needs Nvidia DeepSeek is launching its new V4 language model—optimized for Huawei Ascend chips instead of Nvidia GPUs. The Chinese...
16.05.2026Cerebras IPO: Inference Demand Exceeds All Forecasts
Cerebras IPO: Inference Demand Exceeds All Forecasts Cerebras Systems had a stock market debut yesterday that electrified investors: it was up 157%...
15.05.2026TypeWhisper 1.3: Private Speech-to-Text on Mac
TypeWhisper 1.3: Private Speech-to-Text on Mac Marcus Schuler demonstrates with TypeWhisper 1.3 what software development should mean today: a...
14.05.2026Klein Announces Big News: SAP Proclaims the Autonomous Enterprise
Klein Announces Big News: SAP Proclaims the Autonomous Enterprise SAP is overhauling its entire enterprise software strategy, promising the...
14.05.2026China's AI Efficiency Moat – How Western Controls Created Stronger Competition
China's AI Efficiency Moat – How Western Controls Created Stronger Competition Azeem Azhar was in Beijing, Hangzhou, and Shanghai and visited 14...
13.05.2026Trump copies Xi Jinping's AI control strategy
Trump copies Xi Jinping's AI control strategy Donald Trump is flying to China this week, and his guest list reads like a Who's Who of the American...
12.05.202610 Days in Chinese AI Labs: Cots, Robot Pharmacies, and American Fear
10 Days in Chinese AI Labs: Cots, Robot Pharmacies, and American Fear A delegation of American tech journalists spent ten days in Chinese AI labs –...
11.05.2026In a Panic, SAP Walls Itself In and Locks Out Agents
In a Panic, SAP Walls Itself In and Locks Out Agents SAP is acquiring the Freiburg-based startup Prior Labs for an undisclosed amount paid 'almost...
10.05.2026ByteDance Spends More on Chips – Nvidia is Left Out
ByteDance Spends More on Chips – Nvidia is Left Out ByteDance plans to spend over 200 billion yuan ($30 billion) on AI infrastructure in 2026, at...
08.05.2026Anthropic is becoming a data center aggregator
Anthropic is becoming a data center aggregator Anthropic is massively increasing the rate limits for Claude Code and the API: Pro and Max users will...
08.05.2026DeepSeek is negotiating with China's sovereign wealth fund
DeepSeek is negotiating with China's sovereign wealth fund DeepSeek, the Chinese AI lab, is in talks with China's state-owned Big Fund about a...
07.05.2026Amazon: Why the E-commerce Giant Will Dominate AI Infrastructure
Amazon: Why the E-commerce Giant Will Dominate AI Infrastructure Amazon has largely ignored the spectacular GPU purchases for model training, instead...
07.05.2026Elon Musk & Dario Amodei: The Enemy of My Enemy Is My Friend
Elon Musk & Dario Amodei: The Enemy of My Enemy Is My Friend Anthropic has struck a deal with SpaceX, giving the AI company access to the entire...
05.05.2026Nvidia Loses China Completely, Huawei Takes Over
Nvidia Loses China Completely, Huawei Takes Over Nvidia CEO Jensen Huang confirms what US export controls have wrought: Nvidia's market share for AI...
04.05.2026Reduce to the max: Nvidia releases Arctic Embed 2.0
Reduce to the max: Nvidia releases Arctic Embed 2.0 Nvidia presents Arctic Embed 2.0 and Arctic Embed Multimodal 1.0, new open-source models that...
03.05.2026Meta Recruits Robotics Startup for Domestic Help
Meta Recruits Robotics Startup for Domestic Help Meta has acquired the humanoid robotics startup Assured Robot Intelligence (ARI) for an undisclosed...
01.05.2026Google pulls an Amazon move and is now also selling chips
Google pulls an Amazon move and is now also selling chips Alphabet is opening its hardware vault and, for the first time, selling its in-house Tensor...
01.05.2026Amazon pulls an Nvidia move and is now also selling chips
Amazon pulls an Nvidia move and is now also selling chips Amazon has made a remarkable discovery: The company already operates one of the three...
01.05.2026Zuckerberg Puts $500 Million into AI Biology: Tech Money Seeks New Fields
Zuckerberg Puts $500 Million into AI Biology: Tech Money Seeks New Fields Mark Zuckerberg and Priscilla Chan are investing $500 million in Biohub, a...
30.04.2026Nvidia Releases Multimodal AI Model as Open Source
Nvidia Releases Multimodal AI Model as Open Source Nvidia has released Nemotron 3 Nano Omni, a multimodal AI model that combines vision, audio, and...
27.04.2026Google now controls 25% of global AI computing capacity
Google now controls 25% of global AI computing capacity Google has quietly become the dominant infrastructure provider of the AI era: according to...
26.04.2026Decoupling (1): DeepSeek-V4 No Longer Needs NVIDIA Chips
Decoupling (1): DeepSeek-V4 No Longer Needs NVIDIA Chips After months of delay, DeepSeek has released its long-awaited V4 model, competing with...
25.04.2026Anthropic Secures Watts & Wafers
Anthropic Secures Watts & Wafers Google is pumping up to $40 billion into Anthropic after Amazon pledged $25 billion last week. The deal includes $10...
25.04.2026Amazon Provokes Google & Nvidia with CPU Deal for Meta
Amazon Provokes Google & Nvidia with CPU Deal for Meta Amazon has won Meta as a customer for millions of its homegrown Graviton CPUs – a targeted...
23.04.2026TACO: Pentagon Regains Access to Anthropic
TACO: Pentagon Regains Access to Anthropic Just a month ago, Anthropic was the first American company to be classified by the Pentagon as a 'risk to...
23.04.2026Google's TPU Split Shows: The AI Industry is Becoming a Specialization Industry
Google's TPU Split Shows: The AI Industry is Becoming a Specialization Industry At Cloud Next 2026, Google split its eighth TPU generation into two...
22.04.2026Seven Mental Models for the AI Infrastructure Era
Seven Mental Models for the AI Infrastructure Era Most observers of the AI race are looking at the wrong indicators. They track model releases, count...
21.04.2026Anthropic Secures $5 Billion from Amazon, Pledges $100 Billion in Cloud Spending in Return
Anthropic Secures $5 Billion from Amazon, Pledges $100 Billion in Cloud Spending in Return Anthropic announced on Monday that Amazon is investing...
21.04.2026Adobe Fights Disruption of Its Own Business Model with Enterprise Agents
Adobe Fights Disruption of Its Own Business Model with Enterprise Agents Adobe is responding to growing pressure from AI-native competitors with a...
20.04.2026Jensen Huang's Real Problem Is China
Jensen Huang's Real Problem Is China Nvidia's Jensen Huang sums up his worldview in one sentence: “The input is electrons, the output is tokens. In...
19.04.2026Nvidia CEO Warns: DeepSeek on Huawei Chips Would Be a Catastrophe for America
Nvidia CEO Warns: DeepSeek on Huawei Chips Would Be a Catastrophe for America Jensen Huang, CEO of Nvidia, described a potential scenario on the...
11.04.2026Google and Intel Are Writing the Hardware Grammar of the AI Era
Google and Intel Are Writing the Hardware Grammar of the AI Era Google has expanded its TPU fleet 11.5-fold in just seven quarters. The energy...
10.04.2026Still Day One: Amazon on fire
Still Day One: Amazon on fire Andy Jassy writes the most aggressive shareholder letter since Jeff Bezos's legendary “Day 1” manifestos. The Amazon...
10.04.2026Perplexity: The Agent Bet Yields 50% Revenue Growth
Perplexity: The Agent Bet Yields 50% Revenue Growth Perplexity has radically changed its strategy: Instead of continuing to compete with Google as an...
10.04.2026Iran War (I): An Opportunity for Chinese Cloud Providers
Iran War (I): An Opportunity for Chinese Cloud Providers Iranian drones hit three Amazon Web Services data centers in the United Arab Emirates and...
09.04.2026Chinese Providers Continue to Push Down Token Prices
Chinese Providers Continue to Push Down Token Prices The Chinese company Z.ai has released GLM-5.1, a language model that achieves 94.6% of Claude...
09.04.2026XPeng Ditches Nvidia: China's Automakers Write Their Own Chip History
XPeng Ditches Nvidia: China's Automakers Write Their Own Chip History XPeng has completed its transformation: the revised version of the Mona M03,...
08.04.2026Anthropic Revenue Explodes as It Buys Three Gigawatts
Anthropic Revenue Explodes as It Buys Three Gigawatts Anthropic is securing several gigawatts of TPU capacity from Google and Broadcom, which will be...
08.04.2026Who Will Be the Microsoft of the AI Age?
Who Will Be the Microsoft of the AI Age? The Business Engineer analyzes why in every major technology shift, it's not the most visible applications...
07.04.2026When the CFO Contradicts the CEO: Financial Reality vs. Hype Promises
When the CFO Contradicts the CEO: Financial Reality vs. Hype Promises OpenAI's CFO Sarah Friar is internally warning that the company is not ready...
06.04.2026Reduce to the Max: Gemma 4 Performs Formidably in Initial Tests
Reduce to the Max: Gemma 4 Performs Formidably in Initial Tests Google has released Gemma 4, a 31-billion-parameter model that surpasses systems with...
05.04.2026Hollywood Hits the Brakes, Bollywood Pushes Hard with AI
Hollywood Hits the Brakes, Bollywood Pushes Hard with AI In Bengaluru, the Collective Artists Network, one of Bollywood's leading talent agencies,...
05.04.2026Decoupling: Deepseek v4 No Longer Needs Nvidia
Decoupling: Deepseek v4 No Longer Needs Nvidia The upcoming Deepseek v4 will run entirely on Huawei chips, a significant milestone in China's pursuit...
05.04.2026Arcee Launches a Massive Open Source LLM — Made in California
Arcee Launches a Massive Open Source LLM — Made in California The San Francisco-based startup Arcee has released Trinity-Large-Thinking, a...
05.04.2026OpenAI CFO: Compute Capacity Forces Hard Priority Decisions
OpenAI CFO: Compute Capacity Forces Hard Priority Decisions OpenAI's CFO Sarah Friar revealed in an interview with ARK Invest CEO Cathie Wood that...
04.04.2026Cursor 3 Brings AI Agents to Coding
Cursor 3 Brings AI Agents to Coding The AI coding platform Cursor (officially Anysphere Inc.) has released an update with version 3 that...
04.04.2026Iran Attacks Oracle and Amazon Data Centers in the Middle East
Iran Attacks Oracle and Amazon Data Centers in the Middle East Iran's Revolutionary Guard Corps (IRGC) reports attacks on an Oracle data center in...
03.04.2026Google Makes Gemma 4 Open Source
Google Makes Gemma 4 Open Source Google is making a remarkable U-turn with Gemma 4: The new model generation is being released under the Apache 2.0...
02.04.2026Ollama Bets on MLX: Apple Gets Serious About Local AI
Ollama Bets on MLX: Apple Gets Serious About Local AI Ollama is now bringing its local language models to Mac devices with Apple's MLX framework,...
01.04.2026Hyper, Hyper: OpenAI Raises Another $12 Billion
Hyper, Hyper: OpenAI Raises Another $12 Billion OpenAI has expanded its latest funding round by an additional $12 billion, bringing the total to $122...
26.03.2026Breaking Bad: Arm Morphs from Supplier to Producer
Breaking Bad: Arm Morphs from Supplier to Producer After 36 years, Arm Holdings is leaving its pure licensing business and producing its own chips...
24.03.2026NVIDIA's Master Plan is Called Rack-Scale
NVIDIA's Master Plan is Called Rack-Scale On the Lex Fridman Podcast, Jensen Huang explains why NVIDIA transitioned from a chip designer to a system...
23.03.2026Business AI: Companies That Own Data Flywheels Will Win
Business AI: Companies That Own Data Flywheels Will Win AI has evolved from a software feature into an industrial infrastructure. The Business...
23.03.2026Between Token Communism and Oligopoly Capitalism
Between Token Communism and Oligopoly Capitalism In 2021, Grimes painted a picture of an AI-driven communist utopia on TikTok: no more work,...
23.03.2026Why Tokens Are No Longer an IT Budget Item
Why Tokens Are No Longer an IT Budget Item Azeem Azhar, in his latest Exponential View issue, predicts a fundamental paradigm shift in how AI costs...
22.03.2026The Gulf Between Silicon Valley and Hollywood is Widening
The Gulf Between Silicon Valley and Hollywood is Widening Nvidia's annual GTC developer conference this week highlighted the growing discrepancy...
22.03.2026Open Source Goes East: China's Rise in the AI Ecosystem
Open Source Goes East: China's Rise in the AI Ecosystem Hugging Face data shows a clear trend: Chinese AI models now dominate in downloads and usage,...
20.03.2026Nvidia is Quietly Building a Third Pillar
Nvidia is Quietly Building a Third Pillar In just a few years, Nvidia has turned its networking business into its second-largest revenue pillar after...
19.03.2026Paradox of the Day: China Believes in OpenClaw More Than OpenAI
Paradox of the Day: China Believes in OpenClaw More Than OpenAI Chinese AI stocks are exploding after praise from Nvidia for OpenClaw. MiniMax Group...
19.03.2026Nvidia: Jensen Huang Wants the Whole World
Nvidia: Jensen Huang Wants the Whole World Jensen Huang is in a fighting mood. In two marathon sessions this week, the Nvidia CEO revealed his...
18.03.2026OpenAI (I): GPT-5.4 mini and nano — good & cheap
OpenAI (I): GPT-5.4 mini and nano — good & cheap OpenAI is releasing GPT-5.4 mini and nano, two models that nearly match the performance of the full...
18.03.2026Nvidia positions itself as the token broker of the new computer era
Nvidia positions itself as the token broker of the new computer era Jensen Huang used GTC 2026 for a strategic repositioning: instead of talking...
17.03.2026Agents Are Massively Fueling the Demand for Data Centers
Agents Are Massively Fueling the Demand for Data Centers Ben Thompson describes a turning point in the AI economy: agents are fundamentally changing...
16.03.2026Petrochemical World Order Meets Semiconductor Geopolitics
Petrochemical World Order Meets Semiconductor Geopolitics More than 100 ships pass through the Strait of Hormuz daily, transporting one-fifth of the...
16.03.2026Silicon Valley Fights for Chinese AI Talent—China Laughs
Silicon Valley Fights for Chinese AI Talent—China Laughs Elon Musk's xAI shows the new face of Silicon Valley: 80% of the faces in the team photo are...
14.03.2026Local AI on Gaming GPUs: The Case Adds Up
Local AI on Gaming GPUs: The Case Adds Up Researchers have systematically investigated whether NVIDIA's new Blackwell consumer GPUs (RTX 5060 Ti,...
14.03.2026Llama 3 is delayed: Meta needs three more months for the next disappointment
Llama 3 is delayed: Meta needs three more months for the next disappointment Meta is postponing the release of its new foundational AI model,...
13.03.2026The World Needs a CERN for Data
The World Needs a CERN for Data Bobby Samuels, CEO of Protege, argues that the uneven performance of AI systems stems from a fundamental data...
13.03.2026Nemotron: Nvidia is Shaping the Market as It Pleases
Nemotron: Nvidia is Shaping the Market as It Pleases Nvidia is launching Nemotron 3 Super, a 120-billion-parameter model explicitly developed for...
12.03.2026Nvidia Builds Models Faster Than Others Build Their Pitch Decks
Nvidia Builds Models Faster Than Others Build Their Pitch Decks Multi-agent systems for tasks like software engineering or cybersecurity triage...
11.03.2026Europe: A Billion-Dollar Seed Record for Yann LeCun's New Startup
Europe: A Billion-Dollar Seed Record for Yann LeCun's New Startup Yann LeCun's Advanced Machine Intelligence Labs (AMI) has raised $1.03 billion at a...
10.03.2026Datacenters controlling drones that fight datacenters
Datacenters controlling drones that fight datacenters Three drone attacks hit critical infrastructure in Bahrain and the United Arab Emirates this...
08.03.2026Cursor Accuses Anthropic of Massively Subsidizing Claude Code
Cursor Accuses Anthropic of Massively Subsidizing Claude Code Anthropic may be burning $5,000 per month per Claude Code user, while they only pay...
07.03.2026Memory Crisis: Apple's 512GB Mac Studio Disappears from Shelves
Memory Crisis: Apple's 512GB Mac Studio Disappears from Shelves Apple has quietly removed the 512GB RAM option for the Mac Studio with M3 Ultra—the...
06.03.2026Sam Altman Makes Further Compromises
Sam Altman Makes Further Compromises OpenAI has discontinued its Instant Checkout service after just five months and is now referring users to...
06.03.2026Dario Amodei Remains Uncompromising
Dario Amodei Remains Uncompromising Anthropic CEO Dario Amodei, in an internal memo, described OpenAI's communication regarding the Pentagon affair...
05.03.2026Deafening Silence: Anthropic Lacks Backing in Pentagon Dispute
Deafening Silence: Anthropic Lacks Backing in Pentagon Dispute Anthropic is practically alone in its conflict with the Pentagon—even its own major...
02.03.2026Taalas AI Chip: How it runs faster
Taalas AI Chip: How it runs faster Taalas, a hardware startup from Toronto, has raised $169 million to cast AI models directly into silicon instead...
26.02.2026Nvidia's Out-of-This-World Quarterly Profit
Nvidia's Out-of-This-World Quarterly Profit Nvidia reported a profit of $43 billion for the quarter ending in January, for the first time surpassing...
25.02.2026Mercury 2: The Fastest Reasoning LLM
Mercury 2: The Fastest Reasoning LLM With Mercury 2, Inception Labs is breaking the prevailing paradigm of sequential decoding and opting for...
22.02.2026Custom ASICs: Real-Time LLMs in Sight
Custom ASICs: Real-Time LLMs in Sight The startup Taalas demonstrates an inference speed of nearly 17,000 tokens per second for Llama 3.1 with its...
22.02.2026Conversation with Ro Khanna about Silicon Valley
Conversation with Ro Khanna about Silicon Valley Progressive Democrat Ro Khanna, in a conversation with Paul Krugman, criticizes the growing...
15.02.2026OpenAI Introduces Faster Programming Assistant
OpenAI Introduces Faster Programming Assistant OpenAI has released GPT-5.3-Codex-Spark, a smaller and faster version of its programming tool. The new...
13.02.2026Is OpenAI the New WeWork?
Is OpenAI the New WeWork? Gary Marcus argues that OpenAI is in serious trouble and could be comparable to WeWork. The competition between Google and...
12.02.2026Energy (I): The AI Bubble That Is Actually a Bottleneck
Energy (I): The AI Bubble That Is Actually a Bottleneck Contrary to the widespread fear of an AI bubble, current revenue figures point to a massive...
06.02.2026Cerebras: The Hardware Challenger
Cerebras: The Hardware Challenger Cerebras secures a $23 billion valuation in a Series H round, shortly after a massive deal with OpenAI was...
03.02.2026Nvidia's Opaque OpenAI Investment
Nvidia's Opaque OpenAI Investment A previously planned $100 billion deal between Nvidia and OpenAI for computing power is reportedly on hold, while...
03.02.2026AI Boom Puts Pressure on Apple's Chip Supply
AI Boom Puts Pressure on Apple's Chip Supply Apple is losing its position as chip manufacturer TSMC's largest customer to Nvidia, leading to...
01.02.2026Nvidia Freezes OpenAI Deal
Nvidia Freezes OpenAI Deal The announced $100 billion deal between Nvidia and OpenAI is reportedly on ice. Nvidia CEO Jensen Huang internally...
23.01.2026Humans& launches with a $480M Seed Round
Humans& launches with a $480M Seed Round The AI startup Humans&, founded by former employees of Anthropic, xAI, and Google, has closed a $480 million...
22.01.2026The $480 Million Seed Round
The $480 Million Seed Round The startup Humans&, founded by former researchers from Anthropic, xAI, and Google, has closed a $480 million seed round....
22.01.2026China's AI Lag
China's AI Lag Demis Hassabis, CEO of Google DeepMind, estimates the technological gap of Chinese AI companies to be about six months. He described...
20.01.2026AI Boom Leads to Chip Shortage
AI Boom Leads to Chip Shortage The massive demand for memory chips from AI companies is crowding out other buyers and threatens to trigger a global...
18.01.2026OpenAI Harbors Hardware Ambitions
OpenAI Harbors Hardware Ambitions OpenAI apparently has far-reaching plans that go beyond software. According to reports, the company has sent out...
17.01.2026German Automakers Cozy Up to US Tech
German Automakers Cozy Up to US Tech At the CES tech fair in Las Vegas, a remarkable rapprochement between traditional German manufacturers and...
14.01.2026China's Limited Access to Nvidia's H200
China's Limited Access to Nvidia's H200 The U.S. Department of Commerce has formally approved the sale of Nvidia's H200 chips to China under new,...
11.01.2026The End of AI Cooperation
The End of AI Cooperation Anthropic has blocked its competitor xAI from accessing its models. This move signals a new phase in the competition among...
10.01.2026Vertical AI Instead of Superintelligence
Vertical AI Instead of Superintelligence Nvidia CEO Jensen Huang predicts “ChatGPT moments” for 2026 in vertical markets like digital biology and...
10.01.2026The Battle of Ecosystems
The Battle of Ecosystems The real battlefield for supremacy in the AI space is not just the performance of the models, but their deep integration...
09.01.2026The Inbox as a Triage Gate
The Inbox as a Triage Gate Google is fundamentally redesigning its core product, Gmail, with an “AI Inbox.” Instead of a chronological list of...
09.01.2026The Economics of Inference
The Economics of Inference The long-term profitability of AI models is crucial for the innovation speed of the entire industry. Leading AI providers...
07.01.2026Nvidia's Android for Cars
Nvidia's Android for Cars Nvidia, now the world's most valuable company, introduced its AI model 'Alpamayo' for autonomous driving at CES and is...
06.01.2026Nvidia's Next Move in the Chip War
Nvidia's Next Move in the Chip War Nvidia has unveiled its new Vera Rubin platform, which promises drastic cost reductions for inference and training...
05.01.2026AI and the New Oligarchy
AI and the New Oligarchy The debate over whether employees of AI companies will form a new oligarchy is gaining momentum. The thesis is that only...
02.01.2026Chips as a Weapon
Chips as a Weapon US export controls on high-performance chips to China are proving to be an effective tool. These chips are the foundation of modern...
01.01.2026Instagram Focuses on Authentication Instead of Labeling
Instagram Focuses on Authentication Instead of Labeling Adam Mosseri explains Instagram's new strategy for handling AI-generated content: instead of...
01.01.20262025: The Year of AI Turning Points
2025: The Year of AI Turning Points DeepSeek shook the AI world in January, triggering Nvidia's $600 billion loss. The Stargate project announced...
01.01.2026Deterministic Hardware Meets Unpredictable Software
Deterministic Hardware Meets Unpredictable Software Groq's approach to AI inference is fundamentally different from Nvidia's GPU empire. Instead of...
31.12.2025Ausblick: High-Value Agenten und kontinuierliches Lernen
Ausblick: High-Value Agenten und kontinuierliches Lernen Die KI-Industrie steuert 2026 auf zwei entscheidende Entwicklungen zu: Erstens werden große...
29.12.2025Nvidia's Groq-Akquisition: Training für Reasoning-Modelle
Nvidia's Groq-Akquisition: Training für Reasoning-Modelle Nvidia's Interesse an Groq wird durch dessen Potenzial für Reasoning-Modelle deutlicher –...