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News
AI cloud startup Volta raised $300M co-led by a16z and Altimeter at a $2.4B valuation and says it landed a $10B contract with an unnamed leading AI developer
1+ hour, 34+ min ago (12+ words) Top news and commentary for technology's leaders, from all around the web....
A look at the deluge of AI computing power set to come online in the coming years; Epoch AI expects the number of AI chips in use to double every nine months
2+ day, 19+ hour ago (12+ words) Top news and commentary for technology's leaders, from all around the web....
Sources: Moonshot has a computing power agreement with Alibaba for the use of ~20K Nvidia chips; some say the deal is for H200 chips, which Alibaba denies
3+ day, 23+ hour ago (12+ words) Top news and commentary for technology's leaders, from all around the web....
LinkedIn says it will keep GPU investment, compute, and storage capacity flat during FY 2027 after doubling GPU efficiency in the past six months
5+ day, 1+ hour ago (12+ words) Top news and commentary for technology's leaders, from all around the web....
Source and docs: Intel has given access to its Atom processor tech to Rosaic, a new startup led by Amarjit Gill; Lip-Bu Tan and Gill are longtime co-investors
5+ day, 13+ hour ago (12+ words) Top news and commentary for technology's leaders, from all around the web....
Sources: Moonshot is seeking access to more Nvidia Blackwell chips to prepare for Kimi K4; the Chinese startup trained K3 on Nvidia chips including Blackwell
6+ day, 23+ hour ago (12+ words) Top news and commentary for technology's leaders, from all around the web....
Nvidia plans to invest $1B in Naver to help finance an AI data center in South Korea, and partners with SK Group to build more than 2 GW of AI data centers
1+ week, 3+ day ago (12+ words) Top news and commentary for technology's leaders, from all around the web....
AMD is working with Cerebras to combine AMD Helios and Cerebras wafer-scale chips for an AI inference solution to make workloads faster; CBRS closed up 4.86%
1+ week, 4+ day ago (12+ words) Top news and commentary for technology's leaders, from all around the web....
Intel reports Q2 revenue up 25% YoY to $16.1B, vs. $14.42B est., its fastest sales growth in ~15 years on “unprecedented” demand; INTC jumps 10%+ after hours
1+ week, 4+ day ago (12+ words) Top news and commentary for technology's leaders, from all around the web....
In a leaked four-hour investor talk, DeepSeek's Liang Wenfeng says the main US-China gap is compute access, Nvidia's CUDA moat is disintegrating, and more
1+ week, 5+ day ago (12+ words) Top news and commentary for technology's leaders, from all around the web....