Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently
anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Overly simplistic take...
Trump says Nvidia's Blackwell chips would not be available to “other people”; in August, Trump suggested he might allow sales of a scaled-down version to China
it's 10 years [video] Alex / @alex_intel_ : Many people don't realize the strength of the China Hawk House republicans. B30 sales to China will not happen without their blessing. Jensen will need to d...
Nvidia DGX Spark hands-on: trades performance and bandwidth for 128GB of unified memory, the ecosystem is a big selling point, the design is standard, and more
What It Means for NVDA Stock and AI Crypto Sentiment Maximilian Schreiner / The Decoder : Early reviews suggest Nvidia may have found another way to sell its chips with the DGX Spark Robert Brown / Im...
How Jensen Huang, who engaged little in politics until 2024, is using his newfound star power to strike deals in Europe, the Middle East, Japan, and elsewhere
Financial Times : X: @pawlega and @zephyr_z9 X: @pawlega : “People are starting to feel now that they have become critically dependent not just on Nvidia, but almost on Jensen himself,” says one exec...
CoreWeave reports Q2 revenue up 207% YoY to $1.21B, vs. $1.08B est., and adjusted net loss up 2,450% YoY to $130.8M, vs. $96.3M est.; CRWV drops 10%+
Earnings Could Be The Next Catalyst Jordan Novet / CNBC : CoreWeave shares drop even as revenue and guidance top estimates Angelica Ballesteros / Insider Monkey : CoreWeave (CRWV) Surges 7.9% Ahead of...
Q&A with Microsoft CTO Kevin Scott on AI agents, MCP, web search, NLWeb, the relationship with OpenAI, how new hardware and optimizations benefit AI, and more
www.theverge.com/decoder-podc... [image] X: Dan Shipper / @danshipper : Microsoft CTO Kevin Scott compares MCP to HTTP Dan Shipper / @danshipper : Microsoft CTO Kevin Scott says the best startups sho...
Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years
Nvidia opens first US factories Reuters : Nvidia to produce AI servers worth up to $500 billion in US over four years Taiwan News : Nvidia to invest NT$16 trillion in US AI infrastructure with Taiwane...
Microsoft says it is on track to invest ~$80B in FY 2025 to build out datacenters to train AI and deploy AI and cloud apps, with 50%+ of the spending in the US
plans to spend tens of billions of dollars to build out AI data center … Rounak Jain / Benzinga : Microsoft To Invest $80 Billion In AI Data Centers For Fiscal 2025 Minh Le / Tech in Asia : Microsoft ...
OpenAI unveils o3 and o3-mini, trained to “think” before responding via what OpenAI calls a “private chain of thought”, and plans to launch them in early 2025
12 Days of OpenAI: Day 12 Naomi Li Gan / Tech in Asia : OpenAI unveils AI model for advanced reasoning Bojan Stojkovski / Interesting Engineering : OpenAI unveils o3 reasoning AI model to tackle compl...
Nvidia unveils Fugatto, an AI model for generating music and audio that can also modify voices, trained on open-source data, and weighs whether to release it
an impressive new AI sound model from Nvidia Mandy Dalugdug / Music Business Worldwide : Nvidia unveils AI audio generator ‘Fugatto’ that can produce ‘sounds never heard before’ Supreeth Koundinya / A...