Lightning AI merges with data center operator Voltage Park to create an “AI cloud” with a $2.5B+ valuation, managing 35K+ Nvidia GPUs across six data centers
Lightning AI merges with data center operator Voltage Park to create an “AI cloud” with a $2.5B+ valuation, managing 35K+ Nvidia GPUs across six data centers
The startup behind open source tool PyTorch Lightning has merged with compute provider Voltage Park to create a …
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...
The US DOJ detains two men for allegedly violating export controls by trying to smuggle $160M+ of Nvidia H100 and H200 chips to China; a third man pleads guilty
DOJ says H100 and H200 shipments were relabelled with a fictional brand to dodge export controls Institute for Progress : Should the US Sell Hopper Chips to China? Jasper Ward / Reuters : US Justice D...
Amazon launches AWS AI Factories to deploy AWS infrastructure, including AWS Trainium chips and Nvidia GPUs, in customers' data centers
Georgia Butler / DatacenterDynamics :
An in-depth look at TPUv7 Ironwood, and how the latest Google TPU generation positions Google as the most threatening challenger to Nvidia's AI chip dominance
Fascinating article. They argue that the reason for NVIDIA's circular investment deals is to intertwine their own fate with that of the big labs, to keep themselves on top — OpenAI saved 30% on the...
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...
Arm and Nvidia announce that Arm-based Neoverse CPUs will be able to integrate with AI accelerators using Nvidia's NVLink Fusion tech
Arm's Neoverse CPUs to get access to Nvidia GPUs Scott Martin / NVIDIA : Accelerated Computing, Networking Drive Supercomputing in Age of AI The Business Times : Arm to offer Nvidia's NVLink technolog...
Sources: xAI nears a deal to raise $20B in equity and debt, tied to the Nvidia GPUs that xAI plans to rent for Colossus 2, with Nvidia investing as much as $2B
Elon Musk's artificial intelligence startup xAI is raising more financing than initially planned, tapping backers including Nvidia Corp …
Sources: Alibaba and Baidu have begun using their own internally designed chips to train their AI models, partly replacing AI chips made by Nvidia
Trouble Ahead for Nvidia? Deborah Sophia / Reuters : Alibaba, Baidu begin using own chips to train AI models, The Information reports Anton Shilov / Tom's Hardware : Top China silicon figure calls on ...