hardware

Going to be in Paris for @RaiseSummit? Join us and @nvidia to hear from leaders at both companies on the future of AI inference and infrastructure. After that: cocktails and a DJ. Oh la la! See you th

Enterprise autonomous AI agents inspect code, run tests, search documents, and operate for extended periods on behalf of users , requiring governance frameworks to control access and actions. The Ente

This newsletter issue covers three major topics in AI development: advances in self-improving robotic systems, details about a large-scale Chinese GPU cluster with 10,000 units for AI training, and a

Nvidia CEO Jensen “@Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not in somewhat

One day left to submit your projects for the Hermes Agent Accelerated Business Hackathon presented by @NVIDIAAI × @stripe × @NousResearch! Submissions close 11:59 PM PT tomorrow, June 30th. Last minut

Debby Wu / Bloomberg: Source: Taiwanese authorities raided Super Micro's Taiwan office as part of a probe into the alleged smuggling of Nvidia chips to China; SMCI closed down 8.1% — Super Micro Compu

arXiv:2606.27396v1 Announce Type: cross Abstract: Test-input generation for tensor kernels is folkloric. Most projects pick a representative shape and dtype, run a fixed-shape allclose-style check, an

arXiv:2606.27538v1 Announce Type: cross Abstract: We introduce the context-ready transformer, a new recurrent neural network architecture built from a D-layer transformer block that pre-contextualizes

Many organizations today are floating in a ton of data. This is good for powering AI agents, but less favorable when it comes to identifying which signals from all of that data actually matter. The so

Bloomberg: Australia-based Firmus partners with Nvidia to build its first data center in Batam, Indonesia; the 360 MW Nvidia DSX AI factory campus is developed with DayOne — Firmus Technologies Pty Lt

This post humorously contrasts the competitive achievements people in San Francisco boast about—such as winning the International Mathematical Olympiad, achieving high competitive programming ratings,

Don Clark / New York Times: A look at advanced chip packaging, now more reliant on TSMC and its partners in Taiwan than ever, and the efforts to address this bottleneck in the US — A silicon wafer ref

Politico: AI executives and lobbyists say they are seeking regulatory clarity from the Trump administration but are wary of pressing for answers, fearing retaliation — The unpredictability was on disp

America is about to lose the AI race, and it will not happen at the frontier. It will happen at the floor. Everyone is watching who ships the smartest model. The actual war is over the 80% of tokens n

Bloomberg: How AI is shaping the 2026 US midterms, as public anger grows against data center expansion and the AI industry emerges as one of the biggest financial backers — From data center backlash t

NEW paper from NVIDIA. (bookmark it) Speed-of-light performance analysis tells you the theoretical floor of a workload, but teams still derive it by hand and freeze it. SOLAR automates the whole thing

Dylan Patel responds to criticism or skepticism (represented as 'negative Nancy') with an optimistic counterargument (playing on his own name as 'positive Patel'), likely defending a bullish outlook o

Adding my voice to the chorus who are saddened by @Om’s too-early passing. Just heartbroken to hear of the passing of the incredible Om Malik. @Om was always a pioneer, a deep thinker, and a truly ori

Catherine Perloff / The Information: AWS hikes prices for Nvidia GPUs in its EC2 Capacity Blocks service, which let businesses rent AI compute in advance, by 20%; Trainium chip pricing is unchanged —

arXiv:2606.27315v1 Announce Type: new Abstract: Gradient equilibrium (GEQ) is a recently introduced online optimization framework that generalizes first-order stationarity from offline optimization an

BREAKING NEWS: OpenAI’s Technical Lead for Compute has returned to OpenAI after joining Meta in April 2026. What is going on at Meta that people are quitting after only a couple of months? Did Anuj ge

arXiv:2606.27229v1 Announce Type: cross Abstract: Recurrent models must forget in order to remember, yet the state of the art decides what to erase without consulting what is stored -- the gate sees o

arXiv:2606.26650v1 Announce Type: cross Abstract: In this paper, we present CAT-Q, Cost-efficient and Accurate Ternary Quantization, for compressing and accelerating LLMs. Unlike existing state-of-the

arXiv:2602.02016v2 Announce Type: replace Abstract: Shampoo is one of the leading approximate second-order optimizers: a variant of it has won the MLCommons AlgoPerf competition, and it has been shown

arXiv:2606.26758v1 Announce Type: new Abstract: High-performance GPU kernels are critical for reducing the exponentially growing computational costs of large language models (LLMs), but their developm

arXiv:2606.26780v1 Announce Type: new Abstract: Spin plays a crucial role in many ball sports due to its effect on the trajectory of the ball. Vision-based estimation of the ball's spin during a game

arXiv:2606.27216v1 Announce Type: cross Abstract: Muon-type optimizers construct update directions for dense neural-network weights by applying a finite Newton-Schulz map to momentum-gradient matrices

NVIDIA's GLM-5.2-NVFP4 is a quantized version of a large language model optimized for inference efficiency using NVIDIA's proprietary quantization format. The model is hosted on Hugging Face and repre

“If there is a deflation of the AI bubble, the optimists say that the new infrastructure will remain even if the companies do not — just as railways survived the 19th-century railway bust. However, th

arXiv:2606.27317v1 Announce Type: new Abstract: We present OctoSense, an open-source sensor platform with stereo RGB and event cameras, LiDAR, a thermal camera, an inertial measurement unit, RTK-corre

arXiv:2606.26453v1 Announce Type: new Abstract: We present KernelPro, a closed-loop multi-agent system that automatically generates, profiles, and iteratively optimizes GPU kernel code by integrating

arXiv:2606.26421v1 Announce Type: new Abstract: State-of-the-art medium-range AI weather models can outperform traditional Numerical Weather Prediction (NWP) but require massive training budgets. This

arXiv:2606.26762v1 Announce Type: new Abstract: Streaming video understanding (SVU) must answer queries that arrive asynchronously while visual tokens stream continuously under strict GPU-memory and q

“Scale cannot solve AI’s fundamental problem with accuracy” If my argument @financialtimes, excerpted below, is remotely correct, hyperscaling will prove to be among the biggest financial blunders in

Mark Gurman / Bloomberg: Sources: Apple's 14' and 16' OLED touch screen MacBook Pros will be powered by the existing M5 Pro and M5 Max chips and have an updated industrial design — Apple Inc.'s first-

arXiv:2606.26215v1 Announce Type: cross Abstract: How do we learn to hit a tennis backhand? Not from a thousand hours of tennis tournaments on TV - we work with a coach and practice. We argue this is

NVIDIA has released GLM-5.2 NVFP4, a new quantization format for large language models. The announcement invites comparison with alternative quantization methods for performance and efficiency evaluat

Vultr has expanded its Clusters offering to support CPU-based workloads alongside existing GPU support, enabling more diverse compute deployments. The announcement includes additional enhancements to

Disagree with @mcuban’s opening sentence – I do think some people genuinely hate the noise, blight, impact on electric prices, etc—but he is quite right that data centers have become a proxy for hate

PUBG Ally is an interactive co-playable character for PUBG: BATTLEGROUNDS powered by an on-device small language model built with NVIDIA ACE technology, equipped to communicate and cooperate with play

arXiv:2606.18394v2 Announce Type: replace Abstract: Speculative decoding (SD) accelerates autoregressive Large Language Models (LLMs) by drafting multiple tokens and verifying them in parallel, but it

Mirendil Inc., a startup developing artificial intelligence models for scientists, has raised 200 million in funding at a 1 billion valuation. The seed round was led by Andreessen Horowitz. Mirendil s

This post shows you how to configure training jobs on Amazon SageMaker AI to get the most out of Blackwell’s architecture on AWS. You learn how to select batch sizes and sequence lengths that take adv

People don't quite understand how many behind the meter power generation assets are being built for datacenters because the US Grid sucks, despite the higher cost and complexity. US Grid Constraints:

arXiv:2606.25098v1 Announce Type: cross Abstract: The rapid expansion of artificial intelligence (AI) infrastructure is driving unprecedented growth in electricity demand from data centers. Traditiona

arXiv:2606.25699v1 Announce Type: new Abstract: Tightly coupled LiDAR-visual-inertial odometry (LIVO) fuses precise geometric depth with complementary visual measurements, yet its exteroceptive sensor