Physical AI chip startup SiMa.ai raised a $150M Series C led by Fidelity and Amplify at a $1.45B valuation, aiming to compete with Nvidia's CUDA-based hardware
Custom physical artificial intelligence chip startup SiMa.ai Technologies Inc. today announced it has raised $150 million …
Sources: Nvidia chips remain the norm for Chinese AI labs training LLMs, as switching from Nvidia's CUDA platform to Huawei's CANN requires major code rewriting
China's most advanced artificial intelligence models are still being trained on Nvidia chips, sources at major Chinese large language model …
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 …