Search: “hardware”

Stop Making TUIs Thomas Ptacek advocates for building real native user interfaces for even the smallest of personal tools, because coding agents have reduced the cost of getting a usable-enough GUI up

Recent frontier‑AI incidents show agents can bypass intended restrictions, underscoring the need to embed security controls at the runtime and infrastructure layers of an AI agent stack rather than wi

It’s a new way into the cloud. GeForce NOW welcomes Firefox support to the cloud, opening up another way to jump into high-performance PC gaming straight from the browser, starting today. Whether on a

Generative recommenders (GRs) replace traditional embedding‑based methods with transformer‑style sequence models like HSTU and Semantic IDs, addressing scalability, cold‑start, and long‑tail issues in

Veeda AI, a startup led by a team of former Nvidia Corp. researcher and renowned computer scientist Sanja Fidler, has taken its bow on the main stage after raising 90 million in a seed funding round t

Qianer Liu / The Information: Sources: Nvidia plans to begin small-batch shipments of an LPU tailored for Chinese customers by the end of 2026; the chip complies with US export control rules — Nvidia

Newcomer: Sources: Poolside struck a non-exclusive 6B licensing deal with Nvidia, plus a 1B investment at a $12B pre-money valuation; 109 staffers get Nvidia job offers — EXCLUSIVE TO NEWCOMER: Poolsi

Edward Ludlow / Bloomberg: Waymo says it has built an ASIC chip that will improve its robotaxis' reflexes and navigational skills and help it diversify away from companies like Nvidia — Alphabet Inc.'

NVIDIA FLARE orchestrates federated multimodal AI training by supporting both full‑model and parameter‑efficient (adapter‑based) communication patterns, using large‑object externalization, tensor stre

The blog describes the iterative development of a real‑time endoscopic tool‑segmentation application using NVIDIA Holoscan, HoloHub, and an AI coding agent. Each cycle consisted of engineering-defined

NVIDIA SkillEvaluator is an open‑source framework that measures how pre‑verified “skills” improve AI agent performance through static checks, distinctiveness analysis, and live task runs in isolated e

Ari Levy / CNBC: Nvidia, with quarterly free cash flow up 18x over the past three years to $48.5B, is using its balance sheet and credit rating to build an AI capital moat — Nvidia's massive head star

The Information: Source: Nvidia has discussed an investment in Mercor as part of a round valuing the startup at $20B; Nvidia paid Mercor tens of millions of dollars last quarter — Nvidia has discussed

Robbie Whelan / Wall Street Journal: AI inference chip startup Etched raised 700M led by its new server rack customer Jane Street at a 21B valuation, up from 10.3B after raising 300M in July — Etched,

NVIDIA’s ALCHEMI Toolkit delivers composable, PyTorch‑native GPU‑accelerated workflows for machine learning interatomic potentials (MLIPs), enabling AI coding agents to generate robust simulation code

A few weeks after closing a 300 million round backed by Nvidia Corp., Etched Inc. today announced that it has raised an additional 700 million in funding. Investment firm Jane Street led the deal. It

Mojo🔥 is now open source Mojo🔥 is now open source The Mojo programming language has been promising an open source release since May 2023. Last week they shipped their 1.0 and today they have followed

NVIDIA cuML and cuVS now support multi‑GPU all‑neighbors kNN graph construction in UMAP, enabling end‑to‑end scaling of the dimensionality reduction algorithm to hundreds of billions of vectors. The i

Artificial intelligence startup Groq Inc. today announced that it has raised 350 million in additional funding. The Series A round was led by returning backer Disruptive. Grok stated that Nvidia Corp.

Bloomberg: Filing: Nvidia agrees to spend up to 105B to support SB Energy's new data center campus in Ohio set to be leased by OpenAI; Nvidia invests 1.5B in SB Energy — Nvidia Corp. has agreed to spe

Tobias Burns / CNBC: Nvidia's $500B funding package announcement for AI infrastructure follows SEC's July guidance that confirmed looser restrictions for data center securitizations — Recent Securitie

The debate over whether we are in an artificial intelligence bubble took a new turn this week. Despite the ballooning AI spending, Dave Vellante (pictured, right), chief analyst for theCUBE Research,

Anissa Gardizy / Wall Street Journal: OpenAI signs a 20-year, 10GW data center deal in Ohio with SoftBank's SB Energy; Nvidia agrees to backstop a portion of the value of the completed data center — A

AI factories are the defining infrastructure of the AI era — where compute transforms energy and data into intelligence that powers every business, industry and country. In the AI economy, compute is

Nvidia Corp. is no longer just selling technology. It is helping create a financial asset class around artificial intelligence compute. In our last Breaking Analysis, we argued that AI can be technolo

The Information: Sources: Nvidia in talks to invest up to 3B in SoftBank-backed data center developer SB Energy that aims to IPO soon and is behind a huge OpenAI campus in Ohio — Nvidia is in talks to

Anissa Gardizy / Wall Street Journal: Sources: Nvidia has reworked a deal to finance an OpenAI Ohio data center campus so that it would initially guarantee only half of its planned $250B backstop — Un

GeForce NOW is giving cloud gaming an extra-credit upgrade just in time for back-to-school season. The native Linux app for GeForce NOW is officially out of beta. GeForce NOW is also delivering new cl

Financial Times: Wealth managers are cutting fees and hiring staff in Silicon Valley to win over OpenAI and Anthropic workers before IPOs mint a new class of millionaires — The rise of equity-rich tec

A full‑stack observability framework for NVIDIA AI factories links telemetry from compute, networking, storage, orchestration and application layers using specialized tools (DCGM, NVSM, UFM, NetQ, NMX

IBM Corp. will provide infrastructure to artificial intelligence startup Together AI Inc. as part of a 240 million deal announced today. The partnership comes a few weeks after the latter company rais

First private neocloud to execute an investment-grade-rated financing in the term loan B market, further broadening the investor base for AI infrastructure financing. Facility supports the purchase an

We announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to establish independent financing platforms designed to mobilize over $500 billion of third-party capit

Bloomberg: Sources: Anthropic is in talks to buy Decart, which offers real-time generative video and GPU optimization tech, for about 6B — Anthropic PBC is in talks to buy the artificial intelligence

Running large language model inference at scale forces a KV cache trade-off: oversized GPU instances or slow time-to-first-token. This post builds a tiered KV cache on Amazon SageMaker HyperPod that e

Ben Thompson / Stratechery: Big Tech's AI boom echoes the 1870s railroad buildout, and Nvidia shifting risk to institutional capital may expose investors if AI revenues fail to materialize — On Januar

Anhata Rooprai / Reuters: IBM and Together AI sign a 240M, multi-year deal to build an AI inference cluster on IBM Cloud, using Nvidia's HGX B300 systems, to support open-source models — IBM (IBM.N) a

As inference becomes the dominant workload in AI infrastructure, multi-tier storage architectures are emerging as a key method for cost control and enhanced performance. These architectures combine fl

NVIDIA JetPack 7.2.1 adds agentic video skills with the unified jetson‑videosdk, allowing programmable, device-aware video workflows that link developer intent to live device discovery and performance

Some of Wall Street’s biggest financial firms are partnering with Nvidia Corp. to pour a half-trillion dollars of funding into the artificial intelligence industry’s massive infrastructure buildout. N

River AI Inc., a startup that helps enterprises customize open-source artificial intelligence models, has raised 1.1 billion in early-stage funding. The company stated in today’s announcement that it

NVIDIA NeMo Switchyard is a routing platform that directs AI agent workloads to the most suitable specialized or frontier model for each step of a task, balancing performance, cost, and latency. It of

Every new generation of accelerated computing demands more from the infrastructure underneath it — more compute performance, higher rack density and more efficient, scalable power distribution. The bo

Vlad Savov / Bloomberg: Meta says Muse Glimmer has 30B parameters and is “small enough” to need only one GPU; Meta plans a $1B fund to invest in US communities near its data centers — Meta Platforms I

Financial Times: Nvidia partners with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR on a $500B funding package for AI infrastructure development — Apollo, Blackstone and Goldman Sa

Bloomberg: Sources: AI cloud computing provider Lambda is selling a $917M leveraged loan to finance the purchase of GPUs as part of a contract with Nvidia — Lambda Inc., an AI cloud-computing provider