1+ week, 5+ day ago   (352+ words) When the company that sells the chips also signs the lease on the building they will run in, it is underwriting its own demand forecast. Nvidia is sure enough about who will need this capacity, and for how long, that…...

1+ week, 6+ day ago   (399+ words) The most revealing detail in Nvidia's newest deal is the instrument. The company said Monday it will put $3.5 billion into convertible bonds issued by MediaTek, the Taiwanese designer whose chips sit inside much of the world's phones, televisions, and Wi-Fi…...

1+ week, 6+ day ago   (481+ words) For four years, America's strategy to slow China's AI progress rested on a simple premise: control the silicon, control the outcome. Stop the chips at the border, and the models can't be built. Washington is now quietly conceding that premise…...

2+ week, 2+ day ago   (311+ words) The people over at Time magazine like to make lists. Now they have a new roster of the “AI 100,” individuals with a lot of involvement in the AI revolution that is changing our world so quickly. I found this list…...

2+ week, 2+ day ago   (598+ words) Nvidia has agreed to buy Hugging Face for $12.9 billion, according to The Information and most useful question for business leaders is not what Nvidia will do with it. Business Insider reports that no agreement has been signed and the talks…...

2+ week, 6+ day ago   (1004+ words) SemiAnalysis published AgentX on August 24, an open source benchmark that replays real coding-agent sessions against production inference stacks rather than the fixed-length prompts most comparisons use. On GLM 5.3 served through open source SGLang, SemiAnalysis reports Nvidia hardware reaching up to…...

3+ week, 4+ day ago   (472+ words) Nvidia is doing this because chips have stopped being the binding constraint on how fast AI capacity comes online. Power and permitted sites are. Securing them extends Nvidia’s reach into a layer it has never held, and widens the share…...

3+ week, 4+ day ago   (688+ words) That’s part of what makes the news of ARM Holdings so interesting: in March, news broke that the firm is going to be selling its own chips. “The company, a British unit of Japan’s SoftBank, on Tuesday announced plans for…...

3+ week, 6+ day ago   (415+ words) Eshaan Jain is a Senior Product Manager for telecomm clients (via Mphasis) focused on AI-driven CRM strategy and enterprise workflows. AI compute runs on electricity, and the numbers on how much electricity is being used are getting hard to ignore....