Nvidia Faces Dilemma After Chinese Firms Rush to Order $16 Billion in New AI Chips — The Information https://www.theinformation.com/articles/nvidia-faces-dilemma-chinese-firms-rush-order-16-billion-new-ai-chips
“Two OpenAI developments likely in the pipeline: —CEO Sam Altman hinted they may be developing a computer, saying they’re going to make a “really cute one.” —Users spotted a new slider in ChatGPT, allowing control over how hard it thinks to handle tasks https://x.com/rowancheung/status/1906583555381035194
Start Campus plans to invest $9.35 billion in Portugal data hub | Reuters https://www.reuters.com/technology/artificial-intelligence/start-campus-plans-invest-935-billion-portugal-data-hub-2025-04-04/
Intel, TSMC Recently Discussed Agreement to Form Chipmaking Joint Venture — The Information https://www.theinformation.com/articles/intel-tsmc-tentatively-agree-form-chipmaking-joint-venture
Exclusive: Arm expects its share of data center CPU market sales to rocket to 50% this year | Reuters https://www.reuters.com/technology/arm-expects-its-share-data-center-cpu-market-sales-rocket-50-this-year-2025-03-31/
Lightmatter releases new photonics technology for AI chips | Reuters https://www.reuters.com/technology/artificial-intelligence/lightmatter-releases-new-photonics-technology-ai-chips-2025-04-01/
“AI is still massively compute bound. Golden opportunity. https://x.com/AravSrinivas/status/1907808439440736695
“It’s extremely telling that even for todays lame llm models demand already outpaces GPU supply” / X https://x.com/MillionInt/status/1907547857001025844
Exclusive: Arm recently sought to acquire Alphawave for AI chip tech, sources say | Reuters https://www.reuters.com/technology/arm-recently-sought-acquire-alphawave-ai-chip-tech-sources-say-2025-04-01/
“we’re releasing a model this year that you can run on your own hardware” / X https://x.com/stevenheidel/status/1906797154301329845
Can Nvidia shake-up PCs as well as datacenters? • The Register https://www.theregister.com/2025/03/31/can_nvidia_shakeup_pcs/
How Extropic Plans to Unseat Nvidia | WIRED https://www.wired.com/story/how-extropic-plans-to-unseat-nvidia/
Nvidia is reportedly in talks to acquire Lepton AI | TechCrunch https://techcrunch.com/2025/03/26/nvidia-is-reportedly-in-talks-to-acquire-lepton-ai/
“The @togethercompute inference team achieved another performance milestone. Now serving 140 TPS on 671B param R1 model, ~3x faster than Azure, ~5.5x faster than DeepSeek API on @nvidia GPUs. APIs @ https://x.com/vipulved/status/1906899805953253769
Deep Imagination Research | NVIDIA https://research.nvidia.com/labs/dir/akd/
“NEW: Google is in advanced talks to rent Nvidia Blackwell chips from CoreWeave, as well as to potentially house its TPUs in Coreweave facilities. The deal highlights the intense customer demand for compute: w/ @aaronpholmes @anissagardizy8: https://x.com/steph_palazzolo/status/1907517483524686129
“30x throughput gain on the Llama 3.1 405B test versus the H200 NVL8 system. With @nvidia ‘s GB200 NVL72 system — connecting 72 NVIDIA Blackwell GPUs to act as a single, massive GPU ⚙️ Time to First Token and Time per Output Token Production settings care about time to first https://x.com/rohanpaul_ai/status/1907864056054296823
“Github 👨🔧: Olares: An Open-Source Sovereign Cloud OS for Local AI Olares transforms personal hardware into a sovereign cloud OS focused on local AI. Host leading open AI models like LLaMA and Stable Diffusion directly on your terms. Easily deploy AI applications from the Olares https://x.com/rohanpaul_ai/status/1906881449384448232
“Neat! Stop wasting time on incompatible AI models: @huggingface’s new feature shows which GGUF quantizations your hardware can run. Add your specs once, see perfect matches forever. Your MacBook won’t catch fire trying to load a 59GB model again. https://x.com/fdaudens/status/1907177449412063326
