PUBG maker Krafton unveils an “AI First” strategy, investing ~$70M to build a GPU cluster to automate AI workflows and strengthen AI R&D and in-game AI services
Jay Peters / The Verge :
Elon Musk says Tesla's AI5 chip will be made by Samsung in Texas and TSMC in Arizona, with the “oversupply” of chips not used by Tesla going to his data centers
Elon Musk, on the AI5 chip, which is 40x better than the AI4 chip [image] Ed Ludlow / @edludlow : Musk's clarification on Samsung seems important. He's saying Samsung is involved in the AI5 process. P...
A look at OneChronos, as it seeks to create “smart markets” that would allow firms to trade GPU compute like other commodities, such as electricity and oil
OneChronos teamed up with prize-winning economist Paul Milgrom of Auctionomics to develop the world's first financial market for GPU compute. Bluesky: @alexrkonrad . LinkedIn: Stephen Johnson and Kell...
Jensen Huang says Nvidia will use co-packaged optical tech in two upcoming networking chips for its servers to cut energy usage, but GPU use will have to wait
Stephen Nellis / Reuters :
Nvidia completes its $700M acquisition of Israel-based Run:ai, which helps orchestrate GPU clouds for AI, and plans to open source Run:ai's software
Nvidia has completed its acquisition of Run:ai, a software company that makes it easier for customers to orchestrate GPU clouds for AI, and said that it would open-source the software.
Sources: execs at xAI rivals were alarmed by how fast Elon Musk set up the 100K GPU cluster Colossus; a source says Sam Altman argued with Microsoft over it
On a sunny day last month, a propeller plane made multiple passes in the air over a large industrial building surrounded … Bluesky: @niedermeyer.io . X: @sundeep and @anissagardizy8 Bluesky: E.W. Nied...
A deep dive into “AI Neoclouds”, a new breed of cloud compute providers built to offer GPU rentals, like Crusoe, Lambda Labs, and CoreWeave, and their economics
We are thrilled to be recognized as the “gold standard” in the latest SemiAnalysis report on the AI cloud landscape. …
Q&A with AMD executive Forrest Norrod on increasing AI investments, releasing accelerator chips at a faster cadence, AMD's open standards approach, and more
Dylan Martin / CRN : X: @dylanonchips , @techepiphanyyt , @dylanonchips , and @dylanonchips X: @dylanonchips : I recently talked to top @AMD data center exec Forrest Norrod about the company's decisi...
A look at the different approaches to AI integration and modularization taken by Google, AWS, Microsoft, Nvidia, Meta, and Databricks, and the implications
Ben Thompson / Stratechery : Threads: @moatiful . X: @peibolsang , @madscapital , @jimmysopko , @rkrishnakumar , @1stleighton , @jonesonthenba , @4jimlee , @megangra , @madscapital , @borrowed_ideas ...
RunPod, which offers a globally distributed GPU cloud platform for developing and deploying AI, raised a $20M seed co-led by Intel Capital and Dell Technologies
James Thomason / VentureBeat :