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81Chip startup Taalas raises $169 million to help build AI chips to take on Nvidia
Toronto-based chip startup Taalas has raised $169 million to develop AI chips that aim to outperform conventional approaches in speed and cost. The company intends to use the funding to compete with Nvidia in the AI chip market by 2026.
Unsung - Waxy.org
This blog post from Waxy.org provides a collection of various news, cultural observations, and internet ephemera from the past week. It covers a wide range of topics, including AI, sports, media, business, and various cultural trends.
Fifteen Years of FP64 Segmentation, and Why the Blackwell Ultra Breaks the Pattern
Nicolas Dickenmann's blog post analyzes the trend of segmenting FP64 performance in GPUs and explains why the Blackwell Ultra GPU breaks this pattern. It discusses the business implications of this shift for different AI applications and hardware strategies.
Yotta spends $2 billion to deploy top Nvidia chips
Yotta Data Services is investing $2 billion to deploy Nvidia's latest AI chips at its hyperscale data center in Noida, India. The deployment, slated to go live by August, will feature Blackwell B300 GPUs and serve as one of Asia’s largest AI superclusters, also including Asia’s first Nvidia DGX Cloud cluster.
Nvidia is partnering with major Indian VC firms in search for the country's next AI start-ups
Nvidia is expanding its presence in India's AI ecosystem by partnering with major Indian venture capital firms. This strategic move aims to identify and support emerging AI startups within the country, leveraging significant investments already made by Big Tech companies.
Nvidia Sells Off Stake in Arm, a Company It Once Tried to Buy
Nvidia Corp. divested its remaining equity stake in Arm Holdings Plc, a chip technology company. Nvidia's attempt to acquire Arm failed five years prior.
Infleqtion Makes Trading Debut. Another Quantum Play Enters the Public Market.
Quantum computing company Infleqtion has begun trading publicly, marking another quantum-focused company to enter the public market. The company's technology is based on controlling particles cooled near absolute zero with lasers.
Tom's Hardware: For The Hardcore PC Enthusiast
Tom's Hardware is a website geared towards hardcore PC enthusiasts. The site covers hardware reviews, news, and articles focused on PC building, gaming, and technology.
China’s New AI Billionaires Challenging US Tech Dominance: List
China is fostering a new class of AI billionaires as the country pursues technological independence. These rising tech leaders are developing AI solutions and challenging US dominance in the field.
Hitmakers, Season 2
The Spotify podcast "Hitmakers, Season 2" explores the cultural forces that drive market value. Hosted by Lee Maschmeyer and another individual, each episode analyzes how cultural trends impact financial metrics like multiples, margins, and advantages before they are reflected on balance sheets.
Plucky Wire
Plucky Wire is a curated news aggregator covering a wide range of topics, from tech and AI to sports and culture. The site synthesizes links and excerpts from articles across the web, providing readers with a consolidated view of current events and trends.
Aftermath
Aftermath.site explores the intersection of video games, the internet, and future trends. It curates and publishes content related to technology, culture, and the evolving digital landscape.
AI Deals and Lawsuits
This resource from Columbia Journalism Review tracks developments between news publishers and AI companies. It monitors lawsuits, deals, and grants based on publicly available information.
Once the AI bubble pops, we’ll all suffer. Could that be better than letting it grow unabated?
The article warns that the AI bubble is poised to burst, leading to a recession, but argues that this collapse could offer a chance to rebuild the economy on a more sustainable foundation. The author questions whether an AI-driven economy is better than one developed with more focus on employment and wage growth.
The Quantum Apocalypse Is Coming. Be Very Afraid
The WIRED article explores the looming threat of "Q-Day," when quantum computers will be powerful enough to break current encryption methods, potentially exposing sensitive data. It discusses the potential consequences and the race to develop quantum-resistant cryptography.
National Newspaper Association
National Newspaper Association advocates for community newspapers. Since 1885, it has focused on governmental relations and education to help community newspapers thrive.
How China Built a Chip Industry, and Why It’s Still Not Enough
China's decade-long effort to achieve self-sufficiency in chip manufacturing has resulted in domestic firms producing fewer and lower-performing chips compared to foreign competitors. Despite significant investment, the Chinese chip industry still lags behind, particularly in advanced technologies, requiring continued reliance on international suppliers.
Amazon Earnings, CapEx Concerns, Commodity AI
Ben Thompson analyzes Amazon's Q1 2024 earnings, highlighting the company's increased capital expenditures, particularly on infrastructure for AWS and AI. He discusses the trend towards commoditization in AI, raising concerns about long-term differentiation and profitability for Amazon and its competitors.
The Singularity Is Going Viral
John Herrman discusses the pervasive unease surrounding the rapid advancement of AI, noting that both AI insiders and outsiders feel a shared sense of helplessness. The article explores the sense that technological development is outpacing our ability to understand or control its trajectory, referencing the concept of technological singularity.
NVIDIA's GeForce Now app lands on Amazon Fire TV sticks
Nvidia's GeForce Now app is now available on Amazon Fire TV Sticks. Users can stream games at up to 1080p resolution and 60 frames per second.
An Interview with Eric Seufert About Advertising and AI
Ben Thompson interviews Eric Seufert about the future of advertising, focusing on the impact of AI. Seufert argues that AI will initially augment existing advertising strategies, potentially leading to more effective and personalized campaigns, but also raises concerns about AI's ability to replace human creativity and strategic thinking in advertising.
Applied Intuition's Plan To Bring Self-Driving Tech To Everything That Moves
Applied Intuition, valued at $800 million, is expanding its self-driving software beyond automobiles to include planes and tanks. The company faces competition from Tesla, Google, and Nvidia as it seeks to dominate the autonomy market.
America Isn’t Ready for What AI Will Do to Jobs
The Atlantic article analyzes the potential impact of AI on the labor market, questioning whether America is prepared for the widespread job displacement that may occur. It urges policymakers and businesses to proactively plan for the coming changes to mitigate negative consequences.
GLM-5: From Vibe Coding to Agentic Engineering
This blog post from Z.ai discusses their new model, GLM-5, highlighting its enhanced capabilities in code generation, agentic engineering, and handling various coding styles. The post emphasizes the model's ability to understand and adapt to user preferences.
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A French start-up is capitalizing on the growing European demand for tech alternatives to US companies. The company is seeing increased interest from European businesses.
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London-based startup Olix is developing AI chips that aim to surpass Nvidia in speed and cost-effectiveness. The company is working to create a more efficient and affordable alternative to Nvidia's current offerings in the AI chip market.
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The article discusses a fundraising round that would make an unnamed company the UK's most highly valued AI start-up. It focuses on how this investment would significantly alter the landscape of AI development in the UK.
🤖 The SaaSpocalypse - The week AI killed software
The Fintech Brain Food article "The SaaSpocalypse" analyzes how new AI tools like Opus 4.6 and Plugins Codex 5.3 have impacted the SaaS industry, estimating a $285 billion reduction in SaaS valuations. It explores the potential disruption AI poses to traditional software models.
America's $1T AI Gamble
Joseph Politano's article highlights the unprecedented US investment in AI-related sectors, now exceeding $1 trillion annually across software, computer hardware, and data centers. This substantial financial commitment signifies a major gamble on the future of artificial intelligence and its impact on the American economy.
I Started Programming When I Was 7. I'm 50 Now, and the Thing I Loved Has Changed
James Randall, a programmer since age 7, reflects on the impact of AI on software development at age 50. He discusses the tectonic shifts brought by AI and the need to re-evaluate his relationship with building things.
Runway’s $5.3B valuation fuels world models
Runway, a video AI firm, secured a $315 million Series C funding round, resulting in a $5.3 billion valuation. This investment underscores the growing importance of AI models that extend beyond text-based applications.
GitHub - zhongkaiyu/ChipBench: A comprehensive benchmark for AI-aided chip design
ChipBench, hosted on GitHub by zhongkaiyu, is a comprehensive benchmark designed for AI-aided chip design. It offers resources and tools for researchers and developers in the field to evaluate and improve AI-driven chip design methodologies.
Gizmodo
Gizmodo delivers news, reviews, and analysis of cutting-edge technology and emerging trends. The site serves as a source for tech enthusiasts seeking expert perspectives and the latest information in the field.
Monday.com drops 21% as AI disruption fears mount in software
Monday.com stock dropped 19% due to growing concerns that AI tools could disrupt and replace existing software companies. The market is responding to the potential for AI to diminish the value of traditional software offerings.
The Washington Post - Breaking news and latest headlines, U.S. news, world news, and video
The Washington Post provides breaking news and headlines with a focus on U.S. and international news, politics, business, technology, and climate change. It also offers investigations, analysis, video, photos, and opinions on various topics.
Harvey Hits $11 Billion Valuation With $200 Million Fundraise
Legal AI startup Harvey is reportedly raising $200 million in funding, increasing its valuation to $1.1 billion. This follows a previous valuation of $8 billion just two months prior, highlighting rapid growth in the AI legal tech space.
The Longest Line Of Sight
This article is a collection of various cultural observations, covering topics from AI tools like Claude Code, to fashion trends, sports, and societal discussions. It includes commentary on current events and cultural phenomena.
Nvidia-Backed AI Startup Gets $10 Billion in Blackstone-Led Loan
Firmus Technologies Pty., an Australian AI startup backed by Nvidia, has secured a $10 billion loan led by Blackstone Inc. This financing will support the company's data center rollout and is one of Australia's largest private credit deals.
AI gold rush sees tech firms embracing 72-hour weeks
Tech companies are pushing employees to work as many as 72 hours per week to win the race to develop new AI technologies. Experts warn of the potential risks of overwork, including burnout and decreased productivity, as well as ethical concerns.
MIT Technology Review
MIT Technology Review delivers emerging technology news and insights. It focuses on areas including AI, climate change, and BioTech.
Do Markets Believe in Transformative AI?
A Marginal Revolution blog post analyzes whether financial markets believe in transformative AI. The analysis examines US bond yields around major AI model releases in 2023-2024 and finds movements concentrated at longer maturities, suggesting markets are reacting to potential long-term impacts of AI.
AI fatigue is real and nobody talks about it
The author explores the phenomenon of "AI fatigue," arguing that the constant barrage of AI news and developments is overwhelming and leads to disengagement. He suggests strategies for managing this fatigue, such as curating information sources and focusing on specific applications of AI.
Tech stocks rally strongly after three days of heavy selling
US tech stocks experienced a strong rally after three days of heavy selling, with the Nasdaq climbing due to alleviated worries over extensive AI spending. The rally indicates a rebound in investor confidence after a period of uncertainty.
searchresults.page-2.pdf
The document appears to be a listing of search results, potentially related to a media monitoring or business intelligence activity. The entities listed are a mixed bag of brands, people, and organizations that likely featured in the search query.
Nvidia shares rise 8% as Jensen Huang says $660 billion capex buildout is sustainable
Nvidia shares increased by 8% after CEO Jensen Huang stated that the company's $660 billion capital expenditure buildout is sustainable. Huang's comments followed earnings reports from major Nvidia customers, including Meta, Amazon, Google, and Microsoft.
An Interview with Benedict Evans About AI and Software
Ben Thompson interviews Benedict Evans about the future of software in the age of AI. Evans posits that AI will be a new platform for software development, but not necessarily a replacement for traditional software.
Microsoft and Software Survival
Ben Thompson discusses Microsoft's position in the tech industry, arguing that its focus on software and platforms, rather than consumer hardware, is the key to its survival. He contrasts Microsoft's approach to that of Apple and argues for the importance of distribution and platform control in a world increasingly dominated by AI.
SemiAnalysis
SemiAnalysis is a Substack publication by Dylan Patel focused on bridging the gap between the semiconductor industry and business. It boasts hundreds of thousands of subscribers.
Pinpoint
The document titled "Pinpoint" mentions various entities spanning sports, culture, business, and AI. It references individuals like Shohei Ohtani, Kevin Hart, and Elon Musk, alongside organizations such as Nvidia, OpenAI, Meta, and Spotify.
Meet CoreWeave, the AI industry’s ticking time bomb
CoreWeave, a data center company specializing in AI infrastructure, has rapidly grown due to the AI boom. The company has taken on significant debt to fund its expansion, raising concerns about its long-term financial viability.
Nvidia CEO Jensen Huang Completes $1 Billion Share Sale
Nvidia CEO Jensen Huang completed a pre-planned sale of more than $1 billion worth of Nvidia shares since June 2024. This sale occurred as Nvidia's stock price has surged due to its prominence in the AI industry.
NVIDIA Stock Chart — NASDAQ:NVDA Stock Price
The TradingView page provides a stock chart and price information for NVIDIA (NASDAQ:NVDA) with a 60-minute timeframe. It offers tools for analyzing NVIDIA's stock performance.
Graphics processing unit
A graphics processing unit (GPU) is a specialized electronic circuit designed to rapidly manipulate and alter memory to accelerate the creation of images in a frame buffer intended for output to a display device. GPUs are used in embedded systems, mobile phones, personal computers, workstations, and game consoles.
2025
The article is a list of cultural predictions for 2025, covering topics such as AI, sports, fashion, media, and business. Predictions include sustained use of Ozempic, the influence of Anthropic's Claude, and the popularity of specific athletes, musical artists, and films.
GitHub - resilientworkflowsentinel/resilient-workflow-sentinel: Local, offline 7B LLM task orchestrator
Resilient Workflow Sentinel is a local, offline task orchestrator using a 7B LLM, designed to analyze urgency, debate task assignment, and balance load. The system runs on RTX 3080/4090 GPUs and includes a 'chaos mode'.
Cisco AI Summit
This YouTube video is a recording of the Cisco AI Summit featuring Jensen Huang. The event likely showcases Cisco's advancements and strategies in artificial intelligence, potentially in collaboration with Nvidia.
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The Nasdaq is experiencing a drop as investors sell off high-flying AI-related stocks following a weak labor market survey. This suggests a potential shift in market sentiment away from tech stocks.
wsj.com
Big Tech companies are investing heavily in India to gain an advantage in the AI race. The country's large talent pool and growing digital infrastructure make it an attractive market for AI development and deployment.
AI Bots Are Now a Significant Source of Web Traffic
AI bots are now a significant source of web traffic, prompting publishers to implement more robust defenses. The rise in bot traffic necessitates publishers to discern between legitimate user engagement and automated activity to safeguard ad revenue and maintain accurate analytics.
The Utilities Analyst Who Says... - Odd Lots
This Apple Podcasts episode, titled "The Utilities Analyst Who Says...", from the podcast Odd Lots, discusses the increasing energy demands driven by AI. It highlights how utilities analysts are gaining prominence due to the energy sector's growth, projecting a need for an additional 94 gigawatts by 2030 to power AI infrastructure.
Google set to double AI spending to $185bn after strong earnings
Google is increasing its capital expenditure plans by $55 billion to bolster its investments in artificial intelligence. This decision follows the company's second consecutive quarter of reporting over $100 billion in revenue, signaling a significant push into AI technologies.
Intel will start making GPUs, a market dominated by Nvidia
Intel will begin producing GPUs to compete in a market currently dominated by Nvidia. The company is building a team and tailoring its GPU strategy to meet specific customer needs.
A sane but extremely bull case on Clawdbot / OpenClaw
Brandon Wang's blog post presents a bullish yet grounded perspective on Clawdbot/OpenClaw, a hypothetical AI model. The piece analyzes potential applications and market opportunities while considering realistic limitations and competition in the AI landscape.
wsj.com
Voice AI startup ElevenLabs has raised $80 million at a valuation of over $1 billion. The funding round was led by Andreessen Horowitz, with participation from existing investors including Sequoia Capital, SV Angel, and others.
Exclusive: Positron raises $230M Series B to take on Nvidia's AI chips
Positron secured $230 million in Series B funding to compete with Nvidia in the AI chip market. The investment includes backing from the Qatar Investment Authority, driven by increasing demand for alternative AI chip providers and Qatar's ambition to develop its AI infrastructure.
Super Micro crushes estimates for Q2, offers strong guidance
Super Micro Computer (Supermicro) exceeded expectations for its fiscal Q2 earnings. The company offered strong guidance, signaling continued growth in the AI server market.
Data centers in space makes no sense
The CivAI blog post critiques the concept of sending data centers into space, focusing on the idea that SpaceX (having acquired xAI) and other companies like Google, Lonestar, Axiom, and Nvidia-backed Starcloud are pursuing this strategy. The author seems skeptical, despite the appeal of endless solar power and 'free real estate'.
Intel CEO says company will make GPUs, popularized by Nvidia
Intel CEO Lip-Bu Tan announced on Tuesday that the company will begin producing graphics processing units (GPUs), a chip category popularized by Nvidia. This move signifies Intel's intent to compete in the GPU market.
TechCrunch
TechCrunch provides news and analysis on the business of technology, startups, venture capital funding, and Silicon Valley. The site covers a wide range of tech-related topics, offering insights into emerging trends and major industry players.
Sora, AI Bicycles, and Meta Disruption
Ben Thompson analyzes OpenAI's Sora and its potential impact, drawing parallels to the transformative effect of bicycles and contrasting it with Meta's business strategies. The article discusses how AI tools like Sora have the potential to fundamentally change content creation and the competitive landscape.
AI and the Big Five
Ben Thompson analyzes the impact of AI, particularly Large Language Models (LLMs), on the business models of the "Big Five" tech companies: Apple, Microsoft, Amazon, Meta, and Google. The analysis considers how AI might affect their competitive advantages, moats, and core competencies.
Exclusive: OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say
OpenAI is reportedly dissatisfied with some of Nvidia's AI chips and has been exploring alternative options since last year. Sources suggest this could complicate the relationship between the two prominent players in the AI industry.
How the AI boom could go the same way as the dotcom bubble
The article explores concerns that the current AI boom might mirror the dotcom bubble, fueled by Nvidia's $100 billion deal with OpenAI and questions surrounding the actual productivity gains from AI. It suggests that inflated valuations and unrealistic expectations could lead to a similar market correction.
Nvidia’s fantastic rise triggers VC hubris signal
Nvidia's impressive quarter, with a 62% revenue increase, is being compared to the telecom boom of 2000, suggesting caution regarding the sustainability of the AI chip market. Rising investments in smaller, related companies could be a sign of over-exuberance, similar to past market bubbles.
DeepSeek is Using Banned Nvidia Chips in Race to Build Next Model
DeepSeek, a Chinese AI startup, is reportedly using thousands of Nvidia's advanced Blackwell chips to develop its next AI model. These chips were allegedly smuggled into China despite U.S. export restrictions.
Inside Nvidia's 10-year effort to make the Shield TV the most updated Android device ever
Ars Technica details Nvidia's decade-long commitment to keeping the Shield TV updated with the latest Android features. The company built the Shield TV primarily for internal use and has consistently provided software support that surpasses most other Android devices.
Import AI 368: 500% faster local LLMs; 38X more efficient red teaming; AI21’s Frankenmodel
Import AI #368 highlights research making local LLMs 500% faster and red teaming 38x more efficient. The newsletter also mentions AI21's "Frankenmodel".
Combining NVIDIA DGX Spark + Apple Mac Studio for 4x Faster LLM Inference with EXO 1.0
EXO 1.0 enables 4x faster LLM inference by splitting prefill and decode workloads across an NVIDIA DGX Spark and an Apple Mac Studio. This optimization strategy improves both Time to First Token (TTFT) and Tokens Per Second (TPS) by leveraging the strengths of different hardware architectures.
Import AI 430: Emergence in video models; Unitree backdoor; preventative strikes to take down AGI projects
Import AI 430 discusses emergence in video models, a Unitree backdoor, and preventative strikes to take down AGI projects. The newsletter provides updates on AI research and solicits reader feedback.
Import AI 358: The US Government’s biggest AI training run; hacking LLMs by hacking GPUs; chickens versus transformers
Import AI #358 highlights the US government's large AI training initiative. It also covers research from Trail of Bits regarding GPU vulnerabilities that could allow hackers to read LLM outputs, and an analysis comparing the performance of chickens versus transformers in specific tasks.
Import AI 432: AI malware; frankencomputing; and Poolside’s big cluster
This edition of Import AI discusses the near-term feasibility of AI-based malware, highlighting Dreadnode's prototype. It also touches on 'frankencomputing' and Poolside's large AI cluster.