OpenAI to Deploy In-House Inference Chip Halapeno This Year
CFO Sarah Friar disclosed performance figures for the in-house inference chip alongside a consumer-enterprise revenue flywheel
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Dell sets quarterly record with $60.9 billion in AI server orders
Dell has emerged as the biggest beneficiary of enterprises shifting AI workloads from the cloud to their own on-premises servers.
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NVIDIA Confirms Official Guide for Connecting Two, Three, and Four DGX Spark Units
Two or three units connect directly with QSFP cables, but four require a switch. NVIDIA's official documentation now includes an approved cable list and an automatic setup tool
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NVIDIA to acquire Hugging Face for $12.9 billion
NVIDIA, long a chip seller, is buying open-model marketplace Hugging Face and picking up the distribution channel along with it
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NVIDIA RTX Spark laptops and mini PCs debut live at IFA
From Lenovo's Yoga 9n to Acer's mini PC, local AI-dedicated hardware is flooding the market this fall
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Jensen Huang counters Bill Gates' job-loss warning with skilled-trades boom
In a Fox Business interview, the NVIDIA CEO argued that data center construction is driving demand for skilled labor
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NVIDIA Covers Lease Costs Too in Anthropic's $35 Billion Cloud Deal
NVIDIA struck the deal with Lambda, a company it has backed, and took direct responsibility for leasing the Texas data center as well
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China's Longsys and Enflame Both File for Hong Kong-Linked Listings Worth $800M and $900M
Tencent-backed Enflame is joining China's AI chip listing wave as the last of the so-called "Four Little Dragons" to go public.
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Musk says 15GW of 2027 AI compute won't switch on even with power secured
The bigger bottleneck isn't power supply — it's transformers, wiring, cooling, and networking construction
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NVIDIA and Salesforce earnings ease AI spending fears
Hardware and software companies alike beat expectations this week, quieting worries that AI spending was starting to slow
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Lambda raises another $1 billion in private debt to buy NVIDIA chips
JPMorgan arranges short-term private notes so Lambda can secure GPUs to lease to Microsoft
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NVIDIA's rumored $12.9 billion Hugging Face deal, and the math behind an 86x revenue multiple
We read the unconfirmed $12.9 billion acquisition report against NIM, the now-defunct DGX Cloud integration, multi-cloud neutrality, and China's open-weight models and regulations.
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