In a leaked nearly four-hour investor talk, DeepSeek's Liang Wenfeng says the main US-China gap is compute power, Nvidia's CUDA moat is disintegrating, and more
In a rare four-hour talk, the reclusive founder reveals an almost Daoist philosophy of AI—AGI as a tide no company can own …
Alibaba open-sources its chip software, following similar plays from Huawei and Moore Threads, as Chinese GPU makers try to break the dominance of Nvidia's CUDA
The firm's chip unit T-Head aims to lower migration barriers to Zhenwu AI computing architectures, following similar initiatives by Huawei and Moore Threads
Nvidia says RTX Spark offers up to 20 CPU cores and a Blackwell GPU with 6,144 CUDA cores, capable of “100 FPS 1440p gaming” or running 120B-parameter AI models
Over 30 laptops and 10 desktops coming this fall with “the most efficent platform ever built”
Sources: Alibaba and ByteDance plan to order Huawei's new 950PR AI chip after tests show better CUDA compatibility; Huawei targets ~750K 950PR shipments in 2026
Customer testing of Huawei's new AI chip, designed to challenge Nvidia (NVDA.O) in the China market, has gone …
Q&A with Jensen Huang on Nvidia's CUDA core, reasoning and coding, CPUs' role in accelerated computing, Groq, China and the doomers, Nvidia's nature, and more
This week's Stratechery Interview is running early this week, as I had the chance to speak in person with Nvidia CEO Jensen Huang …
Nvidia buys $2B of Synopsys' common stock and unveils a strategic partnership to accelerate computing and AI engineering products, including with CUDA libraries
Nvidia on Monday announced it has purchased $2 billion of Synopsys' common stock as part of a strategic partnership …
DeepSeek releases DeepSeek-OCR, a vision language model designed for efficient vision-text compression, enabling longer contexts with less compute
the new frontier of OCR from @deepseek_ai , exploring optical context compression for LLMs, is running blazingly fast on vLLM ⚡ (~2500 tokens/s on A100-40G) — powered by vllm==0.8.5 for day-0 model su...
At the 2025 RISC-V Summit in China, Nvidia says CUDA will now be compatible with RISC-V's instruction set architecture, making RISC-V a viable x86 and Arm rival
Yet another alternative. — At the 2025 RISC-V Summit in China, Nvidia announced that its CUDA software platform …
A look at the Nintendo Switch 2's final specs: a custom Nvidia T239 SoC, an Ampere-based GPU with 1,536 CUDA cores, 12GB of LPDDR5X RAM, DLSS support, and more
The hardware inside the new console - and some of the limitations developers need to work with.
A deep dive on AMD 2.0: a new sense of urgency, rapid AI software stack progress, a critical talent retention challenge, ROCm lags Nvidia's CUDA, and more
- What's New Since our December AMD Article? — AMD's Culture Shift - A Renewed Sense of Urgency — What Makes CUDA Great?