LAUNCHES Google Ships TPU 8tx and TPU 8i Max, Its Fourth New TPU System This Year 8/10 3 min read 2 days ago
ANALYSIS US Intelligence Memo Claims China Recruited Megaspeed Exec to Spy on Nvidia’s CEO 8/10 2 min read 3 days ago
SPOTLIGHT Agility Robotics Becomes First Humanoid Robot Maker to Go Public in the US 7/10 2 min read 6 days ago
TOOL UPDATES Apple Reclaims World’s Most Valuable Company Title From Nvidia 1/10 2 min read 2 weeks ago
REGULATION US Antitrust Regulators Are Scrutinizing Nvidia’s $12.9 Billion Hugging Face Deal 8/10 2 min read 2 weeks ago
ANALYSIS OpenAI Plans to Buy Google TPUs, Report Says, Cutting Nvidia Reliance 8/10 2 min read 2 weeks ago
FUNDING Meta Plans to Raise $95 Billion in Stock Sales to Fund AI Infrastructure 8/10 2 min read 2 weeks ago
LAUNCHES Nvidia Open-Sources Flora, Claims 125x Cheaper Robot Video Labeling Than GPT-6 Astra 8/10 2 min read 2 weeks ago
LAUNCHES Nvidia’s Nemotron 3.5 Bolt Packs a Local Voice Agent Into 4GB of VRAM 7/10 2 min read 3 weeks ago
FUNDING Tenstorrent Hits $6.2 Billion Valuation to Scale Open-Weight AI Chips 9/10 2 min read 3 weeks ago
RESEARCH DA Davidson’s Gil Luria: Nvidia’s Margins Are Safe, But Debt-Fueled Data Centers Aren’t 8/10 2 min read 4 weeks ago