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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 23 hours ago▲ 24

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rss

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Sources: Anthropic discussed buying AI chip startup MatX for ~$7B, but talks are no longer active; MatX is now seeking to raise new capital at a ~$4B valuation (Reuters)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

Nvidia Starts Pac as AI Chip Maker Builds DC Influence Force

hackernews

3 days ago▲ 39

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techmeme

Nvidia says its commitments to component suppliers for its AI chips and systems hit $279B in Q2, up from $119B in Q1, $95.2B in Q4 2025, and $50.3B in Q3 2025 (Asa Fitch/Wall Street Journal)

industry

3 days ago▲ 24

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techmeme

Google announces new performance thresholds for Android apps including memory-use limits, citing the AI-induced memory crunch (Sarah Perez/TechCrunch)

industry

4 days ago▲ 24

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rss

Nvidia closes in on Hugging Face acquisition

techcrunchindustryAI

4 days ago▲ 44

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techmeme

Sources: the US is probing Singapore-based Apex Logistics for its suspected role in smuggling servers with Nvidia AI chips to China; Apex says it is cooperating (Bloomberg)

industry

4 days ago▲ 24

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techmeme

Source: Nvidia has been in talks to acquire Hugging Face for more than $13B; Microsoft also met with Hugging Face, but talks are not ongoing (Business Insider)

industry

4 days ago▲ 24

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techmeme

Nvidia forecasts Q3 revenue of $108B, above a $104B estimate, and expects FY 2028 revenue to grow by about 70%; NVDA jumps 4%+ after hours (Deborah Mary Sophia/Reuters)

industry

4 days ago▲ 24

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techmeme

Sources: Anthropic has agreed to pay Nscale $45B over six years to rent about 460MW of power at a West Virginia data center using Nvidia's Vera Rubin chips (Brody Ford/Bloomberg)

industry

4 days ago▲ 24

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techmeme

Sources and documents: Huawei proposes exporting its high-end Ascend 950-series chips to build Egyptian government AI data centers, testing US tech diplomacy (Mackenzie Hawkins/Bloomberg)

industry

5 days ago▲ 24

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techmeme

OpenAI says its Jalapeño chip delivered 1.5x-1.9x more AI work per watt and 1.7x-3.6x lower latency vs. Nvidia chips across GPT-OSS, DeepSeek R1, Kimi K2.5 1T (Emma Roth/The Verge)

industry

6 days ago▲ 24

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rss

OpenAI says its Jalapeño chip can power faster AI responses than the competition

the-vergeindustryAI

6 days ago▲ 44

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techmeme

Apple raises Mac mini and Studio prices: the M6 and M5 Pro Mac mini are $899+ and $1,699+, $100 above M4 models, and the M5 Ultra Mac Studio is $5,499+, up $200 (Nicole Nguyen/Wall Street Journal)

industry

6 days ago▲ 24

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News matches

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)

Nvidia Starts Pac as AI Chip Maker Builds DC Influence Force

Nvidia says its commitments to component suppliers for its AI chips and systems hit $279B in Q2, up from $119B in Q1, $95.2B in Q4 2025, and $50.3B in Q3 2025 (Asa Fitch/Wall Street Journal)

Google announces new performance thresholds for Android apps including memory-use limits, citing the AI-induced memory crunch (Sarah Perez/TechCrunch)

Nvidia closes in on Hugging Face acquisition

Sources: the US is probing Singapore-based Apex Logistics for its suspected role in smuggling servers with Nvidia AI chips to China; Apex says it is cooperating (Bloomberg)

Source: Nvidia has been in talks to acquire Hugging Face for more than $13B; Microsoft also met with Hugging Face, but talks are not ongoing (Business Insider)

Nvidia forecasts Q3 revenue of $108B, above a $104B estimate, and expects FY 2028 revenue to grow by about 70%; NVDA jumps 4%+ after hours (Deborah Mary Sophia/Reuters)

Sources: Anthropic has agreed to pay Nscale $45B over six years to rent about 460MW of power at a West Virginia data center using Nvidia&apos;s Vera Rubin chips (Brody Ford/Bloomberg)

Sources and documents: Huawei proposes exporting its high-end Ascend 950-series chips to build Egyptian government AI data centers, testing US tech diplomacy (Mackenzie Hawkins/Bloomberg)

OpenAI says its Jalapeño chip delivered 1.5x-1.9x more AI work per watt and 1.7x-3.6x lower latency vs. Nvidia chips across GPT-OSS, DeepSeek R1, Kimi K2.5 1T (Emma Roth/The Verge)

OpenAI says its Jalapeño chip can power faster AI responses than the competition

Apple raises Mac mini and Studio prices: the M6 and M5 Pro Mac mini are $899+ and $1,699+, $100 above M4 models, and the M5 Ultra Mac Studio is $5,499+, up $200 (Nicole Nguyen/Wall Street Journal)

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)

Sources: Anthropic has agreed to pay Nscale $45B over six years to rent about 460MW of power at a West Virginia data center using Nvidia's Vera Rubin chips (Brody Ford/Bloomberg)