Image created with gemini-2.5-flash-image with claude-sonnet-4-5. Image prompt: Cinematic close-up of a large silicon microchip die glowing emerald green with circuit pathways, overlaid with colorful object segmentation masks highlighting different chip regions, yellow brick road pattern integrated into circuit board background, dramatic theatrical lighting with deep shadows, Wicked movie aesthetic, moody and magical atmosphere
Oracle has lost $315 billion in market value since announcing its $300 billion deal with OpenAI https://www.msn.com/en-us/money/savingandinvesting/oracle-has-lost-315-billion-in-market-value-since-announcing-its-300-billion-deal-with-openai/ar-AA1QH6et?ocid=finance-verthp-feeds
Already our Fairwater datacenter in Atlanta has taken over 15 million labor hours to build – even more once it’s fully finished. For comparison the Empire State building took 7 million!”” / X https://x.com/mustafasuleyman/status/1990119587355258911
This morning’s Cloudflare outage was a targeted attack on critical San Francisco infrastructure https://x.com/matanSF/status/1990791126945837380
Microsoft, NVIDIA and Anthropic announce strategic partnerships – The Official Microsoft Blog https://blogs.microsoft.com/blog/2025/11/18/microsoft-nvidia-and-anthropic-announce-strategic-partnerships/
10 PRINT “”ANTHROPIC + MICROSOFT + NVIDIA = MORE COMPUTE, COGNITION, AND CHOICE.”” https://x.com/satyanadella/status/1990797469127749692
Anthropic valued in range of $350 billion following investment deal with Microsoft, Nvidia https://www.cnbc.com/2025/11/18/anthropic-ai-azure-microsoft-nvidia.html
We’ve formed a partnership with NVIDIA and Microsoft. Claude is now on Azure–making ours the only frontier models available on all three major cloud services. NVIDIA and Microsoft will invest up to $10bn and $5bn respectively in Anthropic. https://x.com/AnthropicAI/status/1990797990064500776
We are announcing strategic partnerships with @AnthropicAI and @Microsoft to scale Anthropic’s rapidly-growing Claude AI model on Microsoft Azure, powered by NVIDIA. For the first time, NVIDIA and Anthropic are establishing a deep technology partnership to support Anthropic’s https://x.com/nvidia/status/1990805218079224189
Today we announced a significant new partnership with @Microsoft and @NVIDIA. The investment will fund our research and expand capacity for our customers. Anthropic is now the only frontier AI lab partnered with all three major clouds. Can’t wait to see what you build!”” / X https://x.com/mikeyk/status/1990852541350076904
NVIDIA researchers present SONIC, a generalist humanoid controller: It scales motion tracking on a single policy to achieve natural, robust whole-body movement. The scalable foundation avoids manual reward engineering and features a universal token space and kinematic planner to https://x.com/TheHumanoidHub/status/1989409669983736306
NVIDIA just released Nemotron Parse on Hugging Face A new vision model that goes beyond traditional OCR to understand complex document layouts. It extracts text, tables, and other elements with spatial grounding, turning unstructured documents into actionable data.”” / X https://x.com/HuggingPapers/status/1991108589235372286
NVIDIA Apollo Unveiled as Open Model Family for Scientific Simulation | NVIDIA Blog https://blogs.nvidia.com/blog/apollo-open-models/
Grok goes Global with KSA: Announcing our landmark partnership with Saudi Arabia and @HUMAINAI–the first time a country adopts Grok at scale. xAI will build a new generation of hyperscale GPU data centers in the Kingdom, deploying Grok nationwide. https://x.com/xai/status/1991224218642485613
HUMAIN and xAI Partner to Build Next-Generation AI Compute Power and Deploy Grok in the Kingdom to Support the ‘Most AI-Enabled Nation’ Objectives https://www.humain.com/en/news/humain-and-xai-partner-to-build-next-generation-ai-compute-power-and-deploy-grok-in-the-kingdom-to-support-the-most-ai-enabled-nation-objectives
Grok goes Global with KSA | xAI https://x.ai/news/grok-goes-global
Excited to announce Sakana AI’s Series B! 🐟 From day one, Sakana AI has done things differently. Our research has always focused on developing efficient AI technology sustainably, driven by the belief that resource constraints-not limitless compute-are key to true innovation. https://x.com/hardmaru/status/1990204623471395284
Oh, this is great – AWS’s B300 nodes have 4TB CPU memory per node! My wishes have come true – thank you! so 2304 of GPU memory and close to 2x of CPU memory – excellent! we can now do huge seqlen and huge models with the cpu offload help. https://x.com/StasBekman/status/1991211341743579488
Sakana AI takes crown as Japan’s most valuable unicorn – Nikkei Asia https://asia.nikkei.com/business/technology/artificial-intelligence/sakana-ai-takes-crown-as-japan-s-most-valuable-unicorn
Lambda Raises Over $1.5B from TWG Global, USIT to Build Superintelligence Cloud Infrastructure https://lambda.ai/blog/lambda-raises-over-1.5b-from-twg-global-usit-to-build-superintelligence-cloud-infrastructure
Google announces new $40 billion investment in Texas https://blog.google/inside-google/company-announcements/google-american-innovation-texas/
Big news: SkyPilot now natively supports @AMD GPUs! With this integration, users can use SkyPilot’s open interface to access AMD GPUs on neoclouds, on-premise, or Kubernetes — without dealing with complex setup. Major thanks to our partners at @AIatAMD for collaborating on the”” / X https://x.com/skypilot_org/status/1990522259988230533
(1/6) GPU networking is the remaining AI efficiency bottleneck, and the underlying hardware is changing fast! We’re happy to release ParallelKittens, an update to ThunderKittens that lets you easily write fast computation-communication overlapped multi-GPU kernels, along with new https://x.com/stuart_sul/status/1990482396232466615
the overwhelming proportion of compute is spent on inference. this compute is mostly wasted as barely any learning occurs in deployed models at inference. the nature of the rl(on-policy) framework, however, naturally unifies inference and training, unlocking inference compute for”” / X https://x.com/leithnyang/status/1990515776793804971
GPU depreciation could be the next big crisis coming for AI hyperscalers — after spending billions on buildouts, next-gen upgrades may amplify cashflow quirks | Tom’s Hardware https://www.tomshardware.com/tech-industry/gpu-depreciation-could-be-the-next-big-crisis-coming-for-ai-hyperscalers-after-spending-billions-on-buildouts-next-gen-upgrades-may-amplify-cashflow-quirks
The corollary to “”People don’t intuitively understand how powerful exponential growth is””: “”People don’t realize how weak power law scaling is.”””” / X https://x.com/dwarkesh_sp/status/1990449397520572801
Excited to announce our partnership with @CoreWeave! 🤝 The top-rated neocloud (per @SemiAnalysis_) joins the multi-cloud Sky: 🌐 Unified multi-cloud control plane to manage GPUs, jobs and teams 🚀 Launch train/serve/dev workloads on CW in seconds ⚡ 3.2TB/s Infiniband with https://x.com/skypilot_org/status/1990878004160106618
Replicate is joining Cloudflare https://blog.cloudflare.com/replicate-joins-cloudflare/
Memory throughput decides whether your agent feels smart or sluggish! Loved the talk from @rhythmrg and @lindensli: the real game in enterprise RL is keeping GPUs fed. Synchronous RL leaves GPUs “sleeping” while they wait for the slowest sample. Asynchronous pipeline RL turns it https://x.com/TheTuringPost/status/1991911099151663343
Sakana AI、シリーズBラウンドの資金調達を発表 https://x.com/SakanaAILabs/status/1990212217216880829
Sakana AI raises $135M Series B at a $2.65B valuation to continue building AI models for Japan https://x.com/TechCrunch/status/1990388003525787710
Sakana AI raises $135M Series B at a $2.65B valuation to continue building AI models for Japan | TechCrunch https://techcrunch.com/2025/11/17/sakana-ai-raises-135m-series-b-at-a-2-65b-valuation-to-continue-building-ai-models-for-japan/
Today we announced our new Fairwater datacenter in Atlanta, connected with our first Fairwater site in Wisconsin and our broader Azure footprint to create the world’s first AI superfactory. Fairwater exemplifies our vision for a fungible fleet: infra that can serve any workload, https://x.com/satyanadella/status/1988653837461369307
Arm custom chips get a boost with Nvidia partnership https://www.cnbc.com/2025/11/17/arm-nvidia-nvlink-partnership-custom-cpu.html
Partnerships and hiring data show AI companies are expanding beyond Nvidia chips – CB Insights Research https://www.cbinsights.com/research/ai-companies-expand-beyond-nvidia/
GMI is investing $500M to build a high-density AI data center in Taiwan powered by ~7,000 NVIDIA Blackwell GB300 GPUs across 96 racks, delivering nearly 2M tokens/sec when it comes online in March 2026. A new 50MW U.S. facility is also in development to support growing demand. https://x.com/gmi_cloud/status/1990469532557930507
Super excited for ParallelKittens led by @stuart_sul! From the Nvidia A100 to the B200, BF16 tensor core performance improved by 7.2× and High Bandwidth Memory bandwidth by 5.1×, while intra-node communication (NVLink) improved by only 3× and inter-node (PCIe/InfiniBand) by just”” / X https://x.com/simran_s_arora/status/1990485540618318015
Robotics has an unwritten rule. Hardware first. Deployment later. A small team in Brooklyn ignored that rule and still shipped a working robot in months. Here is what they did differently 🧵: https://x.com/IlirAliu_/status/1990057889567043978
ICYMI: the existence of 7th gen TPUs was included in the Ant partnership announcement… 👀 >>> 7th gen <<< https://x.com/suchenzang/status/1991181489997029712
Never block the GPU! In a new @modal blogpost, we walk through a major class of inefficiency in AI inference: host overhead. We include three cases where we worked with @sgl_project to cut host overhead and prevent GPU stalls. Every microsecond counts. https://x.com/charles_irl/status/1990866667237191758
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