AI
blog.google
Blackstone will create a new TPU cloud in a joint venture with Google.
Blackstone announced a joint venture with Google to create a new TPU cloud.
Topic Memory
AI infrastructure and compute
Current signal 240.0 with 8738 archived momentum points.
Cluster
AI infrastructure and compute Signal
AI
theregister.com
AI and data sovereignty in Postgres: An answer to the datacenter energy crisis
A billion AI agents walk into a power grid
AI
developer.nvidia.com
How to Automate AI Model Documentation with the NVIDIA MCG Toolkit
As AI models grow in complexity and regulatory scrutiny intensifies under frameworks including California’s AB-2013 and the EU AI Act, software teams...
AI
blogs.nvidia.co.jp
NVIDIA CEO のジェンスン フアンが、Dell Technologies World で「需要が急騰している、まさに放物線的な伸びだ」と発言
NVIDIA Vera Rubin NVL72 により、エージェント型 AI の推論をトークンあたり 10 分の 1 のコストで実行できます。エージェント サンドボックスは、NVIDIA Vera 上で従来の CPU よ 続きを読む The post NVIDIA CEO のジェンスン フアンが、Dell Technologies World で「需要が急騰している、まさに放物線的な伸びだ」と発言 appeared first on NVIDIA | Japan Blog.
AI
blogs.nvidia.co.jp
NVIDIA と SAP が特化型エージェントに信頼性をもたらす
今や財務、調達、サプライチェーン、製造といった、エンタープライズ システムのあらゆる領域に特化型 AI エージェントが進出しつつあります。そしてこのエンタープライズ システムでは、ビジネス上の意思決定が下され、データへの 続きを読む The post NVIDIA と SAP が特化型エージェントに信頼性をもたらす appeared first on NVIDIA | Japan Blog.
AI
theregister.com
Google, Canonical team up to certify Ubuntu images for TPU VMs
Chocolate Factory shifts Tensor Processing Unit Ubuntu support back upstream
AI
techcrunch.com
How long is Anthropic’s lease with SpaceX? Opinions vary.
Elon Musk is publicly reframing xAI’s massive Anthropic compute deal as short-term and cancellable, despite SpaceX’s own S-1 filing describing payments through May 2029.
Chips
blogs.nvidia.com
NVIDIA Research Advances Robotics From Simulation to the Real World
Robotics is entering a new phase: moving from controlled demos and scripted automation toward generalizable, reliable embodied autonomy in the real world.
AI
wired.com
Amazon Thinks the Future of Data Centers Depends on a Technical Problem It Just Solved
The tech giant says a breakthrough in data center networking has dramatically accelerated the flow of information through its massive cloud infrastructure.
AI
techcrunch.com
In more good news for Amazon, Snowflake signs $6B deal with AWS for AI CPU chips
Snowflake has signed a new, enormous five-year deal with Amazon to secure chips for AI usage. Nvidia is once again being put on notice.
AI
techcrunch.com
Hark raises $700M Series A for its secretive “universal” AI interface
Brett Adcock's new AI startup is now valued at $6 billion by its investors.
AI
theverge.com
Anthropic is paying $15 billion a year for access to Elon Musk’s data centers
Earlier this month, SpaceX and Anthropic announced a new compute partnership that provides access to the rocket company's Colossus data centers in Memphis, TN.
AI
techcrunch.com
This chip startup just raised $135M on a bet that AI’s biggest bottleneck isn’t compute — it’s memory
South Korean chip startup Xcena is betting that AI's real bottleneck is not compute, but memory.
AI
theverge.com
This is MSI’s new Claw 8 EX AI Plus gaming handheld
MSI has unveiled a new Claw 8 handheld gaming PC ahead of the Computex 2026 show, and this model swaps out its predecessors' Intel Lunar Lake mobile chip for a specialized handheld processor. MSI describes the Claw 8 EX AI Plus as being the "world's first" handheld to contain the recently announced Intel Arc G3 […]
AI
techcrunch.com
The internet is being rebuilt for machines
As AI agents move from experiments to production, AWS, Cloudflare, and others are redesigning cloud infrastructure for a future dominated by machine-generated internet traffic instead of human users.
Chips
youtube.com
NVIDIA is Not a Loser | Abandoning the Personal Computer
Sponsor: Thermaltake TR200 WS mATX Case on Amazon https://geni.us/bviRvGNVIDIA recently held its earnings call and announced it would move gaming revenue int...
Chips
huggingface.co
Nemotron-Labs-Diffusion - a NVIDIA Collection
Set of models of internal diffusion models
AI
digitimes.com
Analysis: Who's who at the trillion-dollar feast— Jensen Huang's Taipei dinners map AI's supply chain
When Nvidia CEO Jensen Huang stepped off a plane in Taipei on Saturday, May 23, he had already begun documenting the trip on X — night markets, fried food, and family.
AI
runtimewire.com
XCENA raises $135M to make memory, not compute, the center of AI performance
CEO Jin Kim and a Samsung/SK hynix veteran team rebrand MetisX as XCENA and double down on CXL computational memory with MX1, at a $570M valuation.
AI
techmeme.com
Xcena, whose MX1 chip performs data orchestration and KV cache management directly within memory modules, raised a $135M Series B at a $570M valuation (Kate Park/TechCrunch)
Kate Park / TechCrunch: Xcena, whose MX1 chip performs data orchestration and KV cache management directly within memory modules, raised a $135M Series B at a $570M valuation — Every time you ask ChatGPT a question, your request triggers a data relay race.
AI
arstechnica.com
NVIDIA bets $150B on Taiwan as Trump's plan to make US an AI hub backfires
Nvidia will invest $150 billion a year to make Taiwan an AI “epicenter.”
Policy
cnbc.com
Trump-Xi talks could hinge on two tech flashpoints including NVIDIA AI chips
Trump-Xi summit focuses on AI chips and EVs; Nvidia sales to China key amid U.S. approvals but stalled deliveries. CEOs like Musk, Huang, Cook accompany Trump.
AI
the-decoder.com
Amazon kills internal AI leaderboard after employees gamed it with pointless tasks
Amazon is pulling an internal AI ranking system, the Financial Times reports, after employees inflated their scores through meaningless AI usage and driving up the company's cloud costs in the process.
Chips
finance.yahoo.com
NVIDIA Gains US Nod for H200 Sales to China, But Beijing Blocks Purchases
Nvidia receives export licenses for H200 GPUs to key Chinese tech giants, yet no chips have shipped as China guides firms toward homegrown AI silicon.
AI
techmeme.com
Allegations that China is behind US data center protests draw criticism from allies of the AI industry, who say the industry and politicians are in denial (Evan Halper/Washington Post)
Evan Halper / Washington Post: Allegations that China is behind US data center protests draw criticism from allies of the AI industry, who say the industry and politicians are in denial — Claims that China and overseas propaganda drive Americans to rise up against data centers are based on scant evidence. — Summary
AI
cxodigitalpulse.com
Dell Surges as Nvidia-Powered AI Server Demand Fuels Massive Rally
Shares of Dell Technologies surged nearly 40% in premarket trading on May 29, 2026, after strong demand for its Nvidia-powered artificial intelligence servers drove the company to raise its annual revenue and profit outlook.
AI
technode.global
Energy developer DDSP closes $283M green financing for AI-ready data center in Malaysia
Digital Decarbonization Solutions Platform (DDSP), a developer of hyperscale digital and decarbonized energy infrastructure across Asia-Pacific, has completed a $283 million green financing for a hyperscale data center campus in Johor, Malaysia, incorporating AI-ready liquid cooling technology.
AI
techfundingnews.com
AI’s $800B problem: why the GPU race is leaving startups behind
The companies best placed to shape the future of artificial intelligence are also the ones best placed to…
AI
theaiinsider.tech
SOND Closes $7M to Launch AI Sleep Coach Earbuds That Intervene in Real Time
Boston-based SOND has emerged from stealth with $7 million in funding and a debut product called Dreambuds — in-ear devices that capture 12 physiological signals and use a cloud-based AI coach to actively intervene and improve sleep in real time.
AI
theaiinsider.tech
Tensormesh Secures $20M from Investors Including AMD Ventures, CoreWeave, NVentures, Launches Tensormesh Inference to Fix AI’s Most Expensive Problem
Insider Brief PRESS RELEASE — Tensormesh, the company pioneering caching-accelerated inference optimization for enterprise AI, has announced $20 million in new funding from investors including AMD Ventures, CoreWeave, NVentures (NVIDIA’s venture capital arm), Valley Capital Partners, and Laude Ventures, extending...
AI
digitimes.com
Wistron says AI market could expand more than tenfold, pledges GPU hours to academia and startups
Wistron told shareholders on May 29 that it expects artificial intelligence to be in the early stages of growth and could expand to more than 10 times its current scale, potentially accounting for over 10% of global GDP.
AI
digitimes.com
India's C2i Semiconductors tapes out AI power chip as investors back scaling of data center power technology
C2i Semiconductors has advanced its power management technology with the tape-out of a chip designed for AI infrastructure, while also securing fresh venture backing to expand development and scale production.
AI
digitimes.com
NVIDIA's Vietnam hiring signals push into high-end AI server manufacturing alongside expanding Taiwan ODMs
Nvidia's expanding recruitment activity in Vietnam signals a potential shift in the country's role within advanced AI infrastructure manufacturing, as Taiwanese server and EMS players continue to scale up production capacity in the region.
AI
digitimes.com
AWS lands US$6 billion Snowflake deal as AI shift brings CPUs into chip battleground
Amazon Web Services (AWS) won a US$6 billion AI infrastructure agreement with Snowflake, announcing expanded deployment of its in-house Graviton CPUs and AI compute capacity as cloud providers shift focus beyond GPU-centric large language model workloads.
AI
siliconangle.com
AWS details new RNG data center network design that boosts throughput, reliability
Amazon Web Services Inc. has started using a new data center network design that significantly improves the throughput and reliability of connections.
AI
stocktitan.net
Infineon plugs into NVIDIA's 800-volt AI data center design
800 VDC power conversion from grid to core, fewer stages and higher efficiency, as Infineon joins NVIDIA's MGX AI Factory to support denser AI racks.
AI
digitimes.com
Ampower sees surging order backlog as it accelerates overseas micro grid push
Ampower reported that its order backlog exceeded NT$12 billion (US$382 million) as of the first quarter of 2026, driven by rising demand for semiconductor and AI data center critical infrastructure, executives said at a shareholder meeting on May 28.
AI
digitimes.com
NVIDIA CEO says Huawei's Tau Scaling Law not a threat to TSMC
Nvidia CEO Jensen Huang gave a media interview after the "trillion-dollar dinner" in Taipei, Taiwan, on May 28, commenting on topics including competition in the artificial intelligence (AI) industry, cloud service providers (CSP) developing in-house application-specific integrated circuits (ASIC), Huawei's...
AI
machinebrief.com
Canonical Ubuntu Images Now Power Google's TPU Ecosystem
Google Cloud's TPU VMs now run on Canonical-certified Ubuntu images, promising smoother AI deployments. This change highlights Google's commitment to a more unified, secure platform for AI workloads.
AI
saastr.com
20VC x SaaStr This Week: Anthropic Hits 70% Margins, OpenAI Files Its S-1, and NVIDIA Yawns at $58B
We did the 20VC x SaaStr episode this week with Harry Stebbings and Rory O’Driscoll, and by the end something funny happened.
AI
theverge.com
Intel’s first handheld gaming chip is the Arc G3, and this Acer is using it
Intel is barely in the handheld gaming PC space - but that might be about to change. After the embarrassment that was the first MSI Claw and the excellent MSI Claw 8 AI Plus that followed it, Intel announced it would create custom handheld gaming chips. Today, it's formally announcing them as the Arc G3 […]
AI
techcrunch.com
Has the hunt for AI compute uncovered the next Cerebras?
General Compute is betting SambaNova will be the next breakout chipmaker.
AI
developer.nvidia.com
NVIDIA Dynamo Snapshot: Fast Startup for Inference Workloads on Kubernetes
The cold-start problem In production inference deployments, demand fluctuates over time, requiring inference replicas to scale elastically. However,...
AI
developer.nvidia.com
NVIDIA Blackwell Sets STAC-AI Record for LLM Inference in Finance
Large language models (LLMs) are revolutionizing the financial trading landscape by enabling sophisticated analysis of vast amounts of unstructured data to...
AI
blogs.nvidia.com
AI Factories: The New Infrastructure of Intelligence
AI factories are token factories, converting power into intelligence in real time. And as agentic AI scales and autonomous, always-on special agents are deployed in the enterprise, performance per watt and cost per token become the economics that matter.
Chips
blogs.nvidia.com
NVIDIA Vera CPU Is ‘Packing a Heavy-Hitting Punch’ Against Competition
The shift to agentic AI creates a new CPU requirement for the AI factory: fast cores, massive memory bandwidth and the ability to sustain high performance when all cores are active.
AI
theverge.com
NVIDIA has retired its GeForce Control Panel app after 20 years
Nvidia announced more than two years ago that it was working to replace its Control Panel app on Windows with a new Nvidia app.
AI
theverge.com
Pope Leo calls for being ‘profoundly human’ in the age of AI
Pope Leo XIV warned of the risks of AI and unconstrained technological power in his first major papal document released on Monday.
AI
theverge.com
Samsung’s memory chip employees negotiated $340,000 bonuses this year
Details have emerged about a tentative deal struck between Samsung and semiconductor employees who had threatened to strike.
Chips
blogs.nvidia.com
NVIDIA GTC Taipei at COMPUTEX: Live Updates on What’s Next in AI
At NVIDIA GTC Taipei at COMPUTEX, the world’s developers, researchers and industry leaders are converging to dive into the latest breakthroughs shaping every industry, covering topics spanning AI factories and scaling infrastructure to agentic and physical AI and more.
AI
techcrunch.com
Jensen Huang says he’s found a ‘brand new’ $200B market for NVIDIA
The next big thing for Nvidia will be CPUs for AI agents, $200 billion worth, CEO Jensen Huang predicts.
AI
techcrunch.com
NVIDIA posts another record quarter, reveals $43B of holdings in startups
Nvidia announced another record revenue figure after market close on Wednesday, but forecasted that revenue growth would slow in the following quarter.
AI
techcrunch.com
Musk’s xAI is being sued over its data center generators — now it’s buying $2.8B more
Elon Musk's xAI said it will buy $2.8 billion worth of natural gas turbines over the next three years, according to SpaceX's IPO filing.
AI
techcrunch.com
Anthropic will pay xAI $1.25B per month for compute
Elon Musk's xAI surprised the AI world when it made a deal to sell compute to Anthropic. Now we know how much it's worth.
AI
theverge.com
The biggest data center ever is becoming a huge problem in Utah
Utah may host one of the world's most colossal data centers, despite stark warnings from experts and fierce public backlash.
Chips
blogs.nvidia.com
NVIDIA and Google Cloud Empower the Next Wave of AI Builders
At this year’s Google I/O conference, NVIDIA and Google Cloud are accelerating the work of more than 100,000 developers in the companies’ joint developer community, which provides curated learning paths, hands-on labs and events that help them build using the full-stack NVIDIA AI platform on Google Cloud.
Chips
blogs.nvidia.com
NVIDIA CEO Jensen Huang at Dell Technologies World: ‘Demand Is Going Parabolic, Utterly Parabolic’
Agentic AI inference at one-tenth the cost per token with NVIDIA Vera Rubin NVL72.
AI
blogs.nvidia.com
Vera Arrives: NVIDIA’s First CPU Built for Agents Lands at Top AI Labs
The first NVIDIA Vera CPUs arrived at three of the world's leading AI labs on Friday — Anthropic in San Francisco, OpenAI in Mission Bay, SpaceXAI in Palo Alto — followed by a delivery to Oracle Cloud Infrastructure in Santa Clara on Monday.
Chips
morningstar.com
NVIDIA Partners with David Silver's Ineffable Intelligence on Reinforcement Learning Infrastructure
Nvidia is collaborating with ex-DeepMind leader David Silver's startup Ineffable Intelligence to codesign infra for large-scale RL agents using Grace Blackwell and upcoming Vera Rubin platforms. Focus on handling RL's high interconnect and memory demands for knowledge-generating AI.
Chips
nytimes.com
Cerebras AI Chip Maker Soars 89% in Market Debut, Valued at $75B
Cerebras shares opened at $350, up 89% from $185 IPO price, raising $5.6B in the largest tech IPO since 2019. The wafer-scale chip maker challenges Nvidia amid AI frenzy, signaling more big AI IPOs like SpaceX ahead.
Chips
vestbee.com
Fractile Secures $220M to Accelerate AI Inference Hardware
UK-based AI chip startup Fractile raised $220M in Series B funding to develop next-gen inference chips for running advanced reasoning models faster and more efficiently. The round will speed up hardware delivery amid booming demand for AI inference.
AI
digitimes.com
'Hardware is sexy again': Plug and Play CEO says AI boom has finally fulfilled his 2006 semiconductor dream
The building where Saeed Amidi runs his global venture empire was once one of the most important semiconductor facilities on the West Coast.
AI
siliconangle.com
Hardware’s back: AI supercharges server, PC and memory sales
Hardware firms are cleaning up bigtime as enterprises and cloud providers can’t get enough computing power for their artificial intelligence dreams.
AI
techmeme.com
Sources: ByteDance has partnered with chipmaker InnoStar to develop an AI inference chip modeled after Groq's LPUs, which are built to run AI models at low cost (The Information)
The Information: Sources: ByteDance has partnered with chipmaker InnoStar to develop an AI inference chip modeled after Groq's LPUs, which are built to run AI models at low cost — TikTok owner ByteDance is developing a new chip to run artificial intelligence models as part of an aggressive expansion of its...
AI
machinebrief.com
Unpacking the Power of Ensembling in Machine Learning
Ensembling in machine learning boosts the accuracy of variable-importance estimates, especially in complex models. A new study challenges how we think about model explanations.
AI
machinebrief.com
Revolutionizing Uncertainty in Semi-Supervised Learning
Introducing Machine-Learning-Assisted Generalized Entropy Calibration (MEC), a new method enhancing efficiency in semi-supervised learning. It addresses the shortcomings of traditional prediction-powered inference by leveraging calibration and reweighting strategies.
AI
machinebrief.com
Rethinking Language Model Pretraining: Procedural Data Shows Promise
Pretraining models on procedural data can significantly enhance performance, beating traditional methods with less data and compute. Is this the future of AI training?
Chips
reuters.com
Cerebras Shares Skyrocket 89% in Debut as AI Chip IPO Mania Grips Wall Street
AI chipmaker Cerebras Systems' shares soared 89% above IPO price on Nasdaq debut after raising $5.5B, valuing the company at over $60B and signaling strong investor appetite for AI infrastructure plays.
AI
arstechnica.com
NVIDIA kills Windows XP-era Control Panel "after 20 years of dedicated service"
Nvidia says the Control Panel's features have been migrated to the Nvidia app.
AI
arstechnica.com
China banned RTX 5090D V2 while NVIDIA CEO Jensen Huang was visiting
The chip was added to a list of banned goods at China’s customs checkpoints last Friday.
AI
arstechnica.com
Google's SynthID AI watermarking tech is being adopted by OpenAI, NVIDIA, and more
AI content is getting good, but SynthID might be able to help tell truth from fiction.
Chips
theaiinsider.tech
Fractile raises $220M to build next-gen AI inference hardware
AI inference startup Fractile secured $220 million in funding to develop specialized hardware for efficient model deployment, positioning it as a challenger in the post-training compute race.
AI
theregister.com
Zig creator seeks 'uncompromising perfection' before blessing 1.0
Andrew Kelley interview describes paying monthly for cloud-powered AI coding as an 'insane proposition'
AI
technode.global
MarsLab introduces Singapore-based AI Inference Infrastructure Roadmap for enterprise, edge deployment
MarsLab Pte Ltd has on Thursday introduced its Singapore-based artificial intelligence (AI) inference infrastructure roadmap, focused on deployment-oriented systems for enterprise and edge AI workloads.
Big Tech
dell.com
Dell Technologies World 2026 Kicks Off with Heavy AI Focus
The annual Dell event in Las Vegas opens today through May 21, featuring keynotes on Dell AI Factory, NVIDIA integrations, enterprise AI scaling, and sessions on moving from AI pilots to production. Jensen Huang is scheduled to join Michael Dell on stage.
Chips
morningstar.com
AMD soars after blockbuster AI earnings and guidance
AMD reported stellar Q1 2026 results, up 17% post-earnings; doubled server CPU TAM to $120B by 2030 on AI demand. Q2 revenue guidance $11.2B beat estimates; 36% 5-yr revenue CAGR projected. Trades at 60x 2026 earnings amid AI buildout.
AI
techmeme.com
MediaTek says it has started to use Intel Foundry's advanced chip packaging in addition to TSMC's, as the mobile chip designer bets on AI demand for growth (Cheng Ting-Fang/Nikkei Asia)
Cheng Ting-Fang / Nikkei Asia: MediaTek says it has started to use Intel Foundry's advanced chip packaging in addition to TSMC's, as the mobile chip designer bets on AI demand for growth — TAIPEI — MediaTek says it has started working with Intel for advanced chip packaging in addition to its existing relationship...
AI
cxodigitalpulse.com
Qualcomm Expands AI Laptop Push With New Snapdragon C Platform for Budget Devices
The technology company Qualcomm has unveiled its new Snapdragon C platform, designed to power a new generation of affordable laptops optimized for artificial intelligence capabilities, improved battery life, and everyday computing performance.
AI
machinebrief.com
Amazon's AI Experiment Fizzles Amid Employee Shenanigans
Amazon is tossing out its internal AI ranking system after employees gamed the system, leading to inflated scores and increased cloud costs. This mishap sheds light on the growing pains of AI implementation in corporate environments.
AI
machinebrief.com
Revolutionizing Inference: Multi-Task Prediction-Powered Approach
A new framework leverages multi-task prediction-power to enhance statistical inference amid limited labels. The approach shows promise, especially in AI and social sciences.