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techmeme

Industry insiders say Chinese robot makers currently rely on Nvidia silicon and software; Nvidia's physical AI business generates ~$10B in annual revenue (Raffaele Huang/Wall Street Journal)

industry

about 22 hours ago▲ 24

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Neocloud Lambda secures $1B in debt to buy more chips

techcrunchindustryAI

2 days ago▲ 44

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This week: OpenAI's Jalapeño inference chip, Nvidia's ~$12.9B move for Hugging Face, and Alibaba's Qwen3.8-Flash — the cost and control of AI both shifted

redditartificial-intelligenceartificial

2 days ago▲ 10

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techmeme

Sources: the US is drafting a rule to close an export controls loophole that lets Chinese companies access AI chips via data centers in countries like Thailand (The Information)

industry

2 days ago▲ 24

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techmeme

Sources: Anthropic discussed buying AI chip startup MatX for ~$7B, but talks are no longer active; MatX is now seeking to raise new capital at a ~$4B valuation (Reuters)

industry

3 days ago▲ 24

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techmeme

Nvidia stock closed up 8.74% on Thursday, adding ~$440B to Nvidia's market cap, after its revenue guidance reassured investors that AI demand remains strong (CNBC)

industry

3 days ago▲ 24

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Industry insiders say Chinese robot makers currently rely on Nvidia silicon and software; Nvidia&apos;s physical AI business generates ~$10B in annual revenue (Raffaele Huang/Wall Street Journal)

Neocloud Lambda secures $1B in debt to buy more chips

This week: OpenAI's Jalapeño inference chip, Nvidia's ~$12.9B move for Hugging Face, and Alibaba's Qwen3.8-Flash — the cost and control of AI both shifted

Sources: the US is drafting a rule to close an export controls loophole that lets Chinese companies access AI chips via data centers in countries like Thailand (The Information)

Sources: Anthropic discussed buying AI chip startup MatX for ~$7B, but talks are no longer active; MatX is now seeking to raise new capital at a ~$4B valuation (Reuters)

Nvidia stock closed up 8.74% on Thursday, adding ~$440B to Nvidia&apos;s market cap, after its revenue guidance reassured investors that AI demand remains strong (CNBC)

Industry insiders say Chinese robot makers currently rely on Nvidia silicon and software; Nvidia's physical AI business generates ~$10B in annual revenue (Raffaele Huang/Wall Street Journal)

Nvidia stock closed up 8.74% on Thursday, adding ~$440B to Nvidia's market cap, after its revenue guidance reassured investors that AI demand remains strong (CNBC)