Eli Lilly plans to use some of its $7.3B cash pile to fund an “App Store” for biotech scientists, after opening a data center with 1,016 Blackwell chips in 2025
Mounjaro maker is collaborating with small biotechs on AI as a tool for drug discovery
Jensen Huang says Nvidia expects to generate $1T+ in sales from its flagship AI chips through the end of 2027, after previously forecasting $500B by 2026's end
Ian King /Bloomberg:
Sources: ByteDance is working with Aolani Cloud to deploy ~500 Nvidia Blackwell systems in Malaysia, totaling ~36,000 B200 chips; the hardware could cost $2.5B+
TikTok parent, pushing global expansion, plans to tap Blackwell processors that are barred for export to China
Jensen Huang says Nvidia's Vera Rubin chips are in “full production”; Nvidia says Rubin can train some LLMs with roughly one-fourth the chips Blackwell needs
Nvidia launches the Vera Rubin platform, saying it will offer dramatic reductions in inference and training costs compared to Blackwell, across six new chips
The Rubin GPU boasts five times more AI training compute power than Blackwell. … Nvidia is kicking off 2026 …
Source: Tencent has secured access to Nvidia's Blackwell chips through a cloud service operated by Tokyo-based Datasection
Jacob Adelman / Barron's Online :
OpenAI says GPT‑5.2 Thinking beats or ties industry professionals on 70.9% of GDPval knowledge work tasks, delivering outputs at >11x the speed and <1% the cost
OpenAI eyes January exit from “code red” John Werner / Forbes : The Wonder And The Promise Of GPT 5.2 Is Here Benj Edwards / Ars Technica : OpenAI releases GPT-5.2 after “code red” Google threat alert...
Taiwan opens its largest AI supercomputing data center, with Nvidia's Blackwell chips, a major effort in its push for sovereign AI and chip industry innovation
Nikkei Asia :
Sources: DeepSeek is developing its new AI model using several thousand Nvidia Blackwell chips, which were smuggled into China via third-party countries
DeepSeek, the Chinese AI startup, has been developing its next major model using several thousand Nvidia's state-of-the-art Blackwell chips …
Sources: Trump's team recently discussed letting Nvidia sell H200 chips to China, a major departure from the administration's earlier public stances
If It Happens Emily Jarvie / Proactive : US weighs allowing Nvidia to sell H200 chips to China, sources say Ukrainian National News : Trump's team considers allowing Nvidia H200 chip sales to China Ca...