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  • All entries83,164
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Search: “hardware”

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525 results
Hardware

Clients of SemiAnalysis Memory and Accelerator model knew about Rubin Ultra 16 Hi to 12 Hi cut in March :)

DGX agent

Clients of SemiAnalysis Memory and Accelerator model knew about Rubin Ultra 16 Hi to 12 Hi cut in March :) LMAO Rubin Ultra's HBM literally got downgraded to 12 Hi, and they are not even using HB yet

hardwaredylan-patel--x
19 Jun 2026
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Hardware

This tweet from 14 hours ago is on track to get about a million views. But here’s the thing: the conclusion is true, but the tweet itself is…

DGX agent

This tweet from 14 hours ago is on track to get about a million views. But here’s the thing: the conclusion is true, but the tweet itself is already outdated. WSJ’s scoop that OpenAI is considering dr

hardwaregary-marcus--x
11 Jun 2026
Hardware

In good faith and with no judgment (mistakes happen), I truly hope that Anthropic will hear the feedback and change course on this. Anthropi…

DGX agent

In good faith and with no judgment (mistakes happen), I truly hope that Anthropic will hear the feedback and change course on this. Anthropic is a company that has been raising awareness about AI mani

hardwareclem-delangue--x
10 Jun 2026
Hardware

Usage share of OpenAI grew vs Anthropic yesterday despite Mythos 5 / Fable 5 launch Multiple power users at SemiAnalysis tried Mythos / Fabl…

DGX agent

Usage share of OpenAI grew vs Anthropic yesterday despite Mythos 5 / Fable 5 launch Multiple power users at SemiAnalysis tried Mythos / Fable Got refusals for nonsensical reasons Got pissed off at Ant

hardwaredylan-patel--x
10 Jun 2026
Hardware

BREAKING NEWS: Anthropic's latest model will NOT help you if it thinks your ML research/ML engineering is interesting, and/or will secretly …

DGX agent

BREAKING NEWS: Anthropic's latest model will NOT help you if it thinks your ML research/ML engineering is interesting, and/or will secretly degrade its IQ so that the average engineer won't notice. We

hardwareclem-delangue--x
9 Jun 2026
Hardware

for those keeping track at home it was 34 days between signing this deal and launching Mythos-class model GA to the world. https://x.com/lee…

DGX agent

for those keeping track at home it was 34 days between signing this deal and launching Mythos-class model GA to the world. https://x.com/leerob/status/2052059466821198061?s=20 building on @nvidia stac

hardwareswyx--x
9 Jun 2026
Hardware

@GaryMarcus Hey Gary, I'm reading one of your books right now, ‘Taming Silicon Valley’. I have to say, it's really opened my eyes to what's …

DGX agent

@GaryMarcus Hey Gary, I'm reading one of your books right now, ‘Taming Silicon Valley’. I have to say, it's really opened my eyes to what's going on out there in the AI industry! Looking forward to yo

hardwaregary-marcus--x
9 Jun 2026
Hardware

GPU MODE has powered much of the public GPU kernel work online, with a permissive license from day one and generous credit from researchers,…

DGX agent

GPU MODE has powered much of the public GPU kernel work online, with a permissive license from day one and generous credit from researchers, NVIDIA, AMD, and others. Today we’re moving our datasets to

hardwarejeremy-howard--x
9 Jun 2026
Hardware

What EU regulations does to AI

DGX agent

EU regulations, particularly the AI Act, establish comprehensive compliance requirements for AI systems including risk-based classification, transparency obligations, and restrictions on high-risk app

hardwaredylan-patel--x
9 Jun 2026
Hardware

China's Unitree Will Dominate Global Robotics The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration https:/…

DGX agent

China's Unitree Will Dominate Global Robotics The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration https://newsletter.semianalysis.com/p/chinas-unitree-will-dominate-

hardwaredylan-patel--x
8 Jun 2026
Hardware

Good take My guess is - demand for intelligence is near infinite - but 80% of workloads will be running on 99% cheaper models within 12-18 m…

DGX agent

Good take My guess is - demand for intelligence is near infinite - but 80% of workloads will be running on 99% cheaper models within 12-18 months - 20% of workloads will still run on latest gen models

hardwareclem-delangue--x
8 Jun 2026
Hardware

I'll never forget @GaryMarcus' comment at last autumn's @MediaTechDem conference in MTL - something to the effect of 'what if Nvidia are jus…

DGX agent

I'll never forget @GaryMarcus' comment at last autumn's @MediaTechDem conference in MTL - something to the effect of 'what if Nvidia are just the people who sold shovels in the gold rush'? Striking pa

hardwaregary-marcus--x
8 Jun 2026
Hardware

@METR_Evals previously on @cognition_labs https://x.com/swyx/status/2062611218196771017?s=20

DGX agent

@METR_Evals previously on @cognition_labs https://x.com/swyx/status/2062611218196771017?s=20 Finally! the first eval ship from cog!!!!!!!!!! 👼🏼 To contextualize: @METR_Evals cap out at ~16 hours. Cog

hardwareswyx--x
8 Jun 2026
Hardware

American Open Source is so back. 9 / 30 of the models on page 1 of Huggingface are published by Nvidia.

DGX agent

Nvidia has significantly increased its presence in open-source AI models, with 9 out of 30 models on the first page of Hugging Face's model hub published by the company. This observation reflects Nvid

hardwareclem-delangue--x
7 Jun 2026
Hardware

Donations to Jensen Huang’s retirement fund*, ordered by magnitude. *strictly speaking not every penny went to Nvidia.

DGX agent

This post likely presents a satirical or critical commentary on Jensen Huang's wealth accumulation, possibly comparing his personal gains to Nvidia's financial performance or suggesting that his retir

hardwaregary-marcus--x
7 Jun 2026
Hardware

I don’t know whether to take these specific details like this seriously, but something like this will inevitably happen, sooner or later — a…

DGX agent

I don’t know whether to take these specific details like this seriously, but something like this will inevitably happen, sooner or later — and absolutely devastate all the data infrastructure investme

hardwaregary-marcus--x
6 Jun 2026
Hardware

They said the reason for the sell off was about interest rates , but I agree with @GaryMarcus that it might be about the faltering IPOs pros…

DGX agent

They said the reason for the sell off was about interest rates , but I agree with @GaryMarcus that it might be about the faltering IPOs prospects... Absolutely brutal day for AI fantasies: Nvidia NVDA

hardwaregary-marcus--x
6 Jun 2026
Hardware

Absolutely brutal day for AI fantasies: Nvidia NVDA: down 6.2% Broadcom AVGO: down 7.92% Coreweave CRWV: down 7.07% Nebius NBIS: down 12…

DGX agent

Absolutely brutal day for AI fantasies: Nvidia NVDA: down 6.2% Broadcom AVGO: down 7.92% Coreweave CRWV: down 7.07% Nebius NBIS: down 12.27% Oracle $ORCL: down 9.59% Worst of all? OpenAI is rumored to

hardwaregary-marcus--x
5 Jun 2026
Hardware

Check out the NVIDIA blog!

DGX agent

Check out the NVIDIA blog! This week at #CVPR2026, NVIDIA Research is presenting three papers across physical ai that offer groundbreaking solutions for training at scale across diverse applications:

hardwarejim-fan--x
5 Jun 2026
Hardware

I absolutely agree that there really is this 10x opportunity for companies to be $40 trillion in market cap and beyond—perhaps Nvidia, Googl…

DGX agent

I absolutely agree that there really is this 10x opportunity for companies to be 40 trillion in market cap and beyond—perhaps Nvidia, Google, and beyond. Really fascinating to consider what that could

hardwareswyx--x
5 Jun 2026
Hardware

If scale was “all you need”, Elon would be hoarding LLMs, not leasing them.

DGX agent

If scale was “all you need”, Elon would be hoarding LLMs, not leasing them. Last year: people had to steal GPU’s from armored trucks. This year: SpaceX is leasing to GPUs left, right, and center, beca

hardwaregary-marcus--x
5 Jun 2026
Hardware

Last year: people had to steal GPU’s from armored trucks. This year: SpaceX is leasing to GPUs left, right, and center, because Xai couldn’t…

DGX agent

Last year: people had to steal GPU’s from armored trucks. This year: SpaceX is leasing to GPUs left, right, and center, because Xai couldn’t figure out what to do with them. SpaceX just disclosed a ne

hardwaregary-marcus--x
5 Jun 2026
Hardware

Today we published a technical blog post about Ideogram 4.0 — our goal is to enable more innovation and creativity. It's a 9.3B Diffusion Tr…

DGX agent

Today we published a technical blog post about Ideogram 4.0 — our goal is to enable more innovation and creativity. It's a 9.3B Diffusion Transformer trained from scratch, paired with a frozen 8B VLM

hardwareclem-delangue--x
5 Jun 2026
Hardware

Ex-OpenAI Tech Lead, Justin Lebar joins SemiAnalysis as an Visiting Fellow to Burn $10,000 in 3 hours to find dozens of AMDGPU LLVM, x86 LLV…

DGX agent

Ex-OpenAI Tech Lead, Justin Lebar joins SemiAnalysis as an Visiting Fellow to Burn $10,000 in 3 hours to find dozens of AMDGPU LLVM, x86 LLVM, NVPTX bugs 00:00 - Intro & Justin’s background 00:59 - Ho

hardwaredylan-patel--x
4 Jun 2026
Hardware

I love that people reposting what we said miss most of what the note says. Happens all the time.

DGX agent

Dylan Patel observes that when people repost or share his notes on social media, they frequently misrepresent or overlook the main points of his original message. He notes this is a recurring pattern

hardwaredylan-patel--x
4 Jun 2026
Hardware

OpenAI is in deep, deep trouble They are low on capital relative to the massive cash they are burning and there is only so much capital in t…

DGX agent

OpenAI is in deep, deep trouble They are low on capital relative to the massive cash they are burning and there is only so much capital in the world. No rational person would sell their Bitcoin or Nvi

hardwaregary-marcus--x
4 Jun 2026
Hardware

Together AI provides the inference stack behind both: high-throughput serving on the latest NVIDIA Blackwell GPUs for agentic workloads, and…

DGX agent

Together AI provides the inference stack behind both: high-throughput serving on the latest NVIDIA Blackwell GPUs for agentic workloads, and TensorRT engines plus event-driven streaming I/O for low-la

hardwaretogether-ai--x
4 Jun 2026
Hardware

First technical Deepdive on M3 on the internet😎

DGX agent

First technical Deepdive on M3 on the internet😎 MiniMax-M3 combines 1M context, native multimodality, and MiniMax Sparse Attention. The next layer is serving it efficiently: KV-block-major sparse atte

hardwaretogether-ai--x
2 Jun 2026
Hardware

Join the livestream to hear from our team members @karan4d and @yoniebans live from @nvidia! https://www.youtube.com/watch?v=pgQDbRMa2Eg

DGX agent

Nous Research is hosting a livestream featuring team members Karan and Yoni speaking from NVIDIA, likely discussing AI research, model development, or collaboration between Nous Research and NVIDIA. T

hardwarenous-research--x
2 Jun 2026
Hardware

MiniMax-M3 combines 1M context, native multimodality, and MiniMax Sparse Attention. The next layer is serving it efficiently: KV-block-major…

DGX agent

MiniMax-M3 combines 1M context, native multimodality, and MiniMax Sparse Attention. The next layer is serving it efficiently: KV-block-major sparse attention, paged MSA decode, optimized index scoring

hardwaretogether-ai--x
2 Jun 2026
Hardware

Teach an agent a workflow once. Have it remember after every rebuild. This tutorial shows how to deploy @nousresearch Hermes Agent with NVID…

DGX agent

Teach an agent a workflow once. Have it remember after every rebuild. This tutorial shows how to deploy @nousresearch Hermes Agent with NVIDIA NemoClaw and OpenShell, connect it to Slack, Outlook, Git

hardwarenous-research--x
2 Jun 2026
Hardware

The future of design doesn’t interrupt your process. @NousResearch Hermes keeps designers in creative flow - Rhino → ComfyUI → @Blender in o…

DGX agent

The future of design doesn’t interrupt your process. @NousResearch Hermes keeps designers in creative flow - Rhino → ComfyUI → @Blender in one seamless agent workflow. No context switching. Just visio

hardwarecomfyui--x
2 Jun 2026
Hardware

$200m investment in world model AI R&D and jobs - a warm British welcome to your European HQ, @runwayml @c_valenzuelab 🇬🇧🚀

DGX agent

200m investment in world model AI R&D and jobs - a warm British welcome to your European HQ, @runwayml @c_valenzuelab 🇬🇧🚀 ANOTHER big AI Lab is massively investing in London. This time it is @runwayml

hardwarecristobal-valenzuela--x
1 Jun 2026
Hardware

A lot more to come! We are excited to work closely with NVIDIA on the Cosmos Coalition

DGX agent

A lot more to come! We are excited to work closely with NVIDIA on the Cosmos Coalition Introducing the Cosmos Coalition A new global initiative with NVIDIA and leading AI labs to build and open-source

hardwarecristobal-valenzuela--x
1 Jun 2026
Hardware

A new beginning of PC starts with @NVIDIARTXSpark, supercharging what's possible in Hermes Agent.

DGX agent

A new beginning of PC starts with @NVIDIARTXSpark, supercharging what's possible in Hermes Agent. This is the NVIDIA RTX Spark Superchip. A new beginning for personal computers. Designed for creators,

hardwarenous-research--x
1 Jun 2026
Hardware

AI companies wouldn't enslave engineers, or steal chips from Nvidia, or illegally tap a power line. So why, asks @AGSNYT, do they feel entit…

DGX agent

AI companies wouldn't enslave engineers, or steal chips from Nvidia, or illegally tap a power line. So why, asks @AGSNYT, do they feel entitled to 'a brazen theft of intellectual property' from news o

hardwaregary-marcus--x
1 Jun 2026
Hardware

🆕Grok Imagine’s Video Agent Moment: Cosmos, xAI, World Models, Generative UI, & the Codex Phase for Video! https://www.latent.space/p/video…

DGX agent

🆕Grok Imagine’s Video Agent Moment: Cosmos, xAI, World Models, Generative UI, & the Codex Phase for Video! https://www.latent.space/p/video-agents @EthanHe_42, former @xai world model lead and @nvidia

hardwareswyx--x
1 Jun 2026
Hardware

https://x.com/huggingface/status/2061495792246915131

DGX agent

So much great work lately from Nvidia, the 'King of American Open-source AI'! - Crossed 1,000 total public repositories on @huggingface (820 models, 249 datasets & 57 spaces) & almost 60,000 followers

hardwareclem-delangue--x
1 Jun 2026
Hardware

It's cool to see that the http://hf.co/blog has become progressively a major source of learning and news about AI for the community. Just lo…

DGX agent

It's cool to see that the http://hf.co/blog has become progressively a major source of learning and news about AI for the community. Just look at the recent content created & major announcements & tut

hardwareclem-delangue--x
1 Jun 2026
Hardware

Nvidia announcing a 550B model wasn't on my bingo card They are now the strongest american open-source lab

DGX agent

Nvidia announced development of a 550 billion parameter language model, positioning itself as a leading open-source AI research organization competing with traditional academic and independent labs. T

hardwareclem-delangue--x
1 Jun 2026
Hardware

the decade of agents! @theemozilla

DGX agent

the decade of agents! @theemozilla We have been working closely with @nvidia to ensure Hermes Agent works smoothly on their new @NVIDIARTXSpark superchip and integrates with the new OpenShell runtime,

hardwarenous-research--x
1 Jun 2026
Hardware

This pod was an incredible gift to the community: not only our first pod about @xAI, but Ethan really indulged on all our questions on how t…

DGX agent

This pod was an incredible gift to the community: not only our first pod about @xAI, but Ethan really indulged on all our questions on how to train a SOTA Videogen world model, including specific area

hardwareswyx--x
1 Jun 2026
Hardware

Today we’re announcing London as Runway’s European HQ, and doubling down on our investment in the UK AI ecosystem. In under two years, our L…

DGX agent

Today we’re announcing London as Runway’s European HQ, and doubling down on our investment in the UK AI ecosystem. In under two years, our London team has become central to our research, including fou

hardwarecristobal-valenzuela--x
1 Jun 2026
Hardware

We have been working closely with @nvidia to ensure Hermes Agent works smoothly on their new @NVIDIARTXSpark superchip and integrates with t…

DGX agent

We have been working closely with @nvidia to ensure Hermes Agent works smoothly on their new @NVIDIARTXSpark superchip and integrates with the new OpenShell runtime, which connects Hermes to @Microsof

hardwarenous-research--x
1 Jun 2026
Hardware

We have worked with @nvidia to integrate their official Agent Skills catalog into the Hermes Skills Hub. These skills teach your agent how t…

DGX agent

We have worked with @nvidia to integrate their official Agent Skills catalog into the Hermes Skills Hub. These skills teach your agent how to use CUDA-X libraries, Omniverse and Physical AI workflows,

hardwarenous-research--x
1 Jun 2026
Hardware

We 💚 open source

DGX agent

We 💚 open source So much great work lately from Nvidia, the 'King of American Open-source AI'! - Crossed 1,000 total public repositories on @huggingface (820 models, 249 datasets & 57 spaces) & almost

hardwareclem-delangue--x
1 Jun 2026
Hardware

whoah - Grace + Blackwell chips in a laptop. @Microsoft + @NVIDIA teaming up to take on 6 years of total dominance of Apple Silicon

DGX agent

Microsoft and NVIDIA are partnering to develop laptop chips based on Grace and Blackwell architectures to compete with Apple Silicon's six-year market dominance. This collaboration aims to challenge A

hardwareswyx--x
1 Jun 2026
Hardware

Windows before Jensen revolutionized the PC were dark days Now we have NX1 and all problems will be solved

DGX agent

This post from Dylan Patel discusses how PC graphics capabilities were limited before Jensen (likely referring to Jensen Huang of NVIDIA) introduced revolutionary GPU technology, and suggests that the

hardwaredylan-patel--x
1 Jun 2026
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