Image created with gemini-2.5-flash-image with claude-sonnet-4-5. Image prompt: Dramatic chiaroscuro photograph of a polished semiconductor wafer cross-section embedded in weathered marble and limestone, the silicon layers emanating soft golden light, shot from slightly above against deep shadows, high detail on both the pristine chip geometry and eroded stone textures, neoclassical composition with singular focal object, desaturated palette except for warm internal glow.
Global AI computing capacity is doubling every 7 months | Epoch AI https://epoch.ai/data-insights/ai-chip-production
Introducing the AI Chip Sales Data Explorer | Epoch AI https://epoch.ai/blog/introducing-the-ai-chip-sales-data-explorer
Today we’re establishing a new top-level initiative called Meta Compute. Meta is planning to build tens of gigawatts this decade, and hundreds of gigawatts or more over time. How we engineer, invest, and partner to build this infrastructure will become a strategic advantage. This effort will be led by Santosh Janardhan and Daniel Gross. https://www.threads.com/@zuck/post/DTa3-B1EbTp
NVIDIA and Lilly Announce Co-Innovation AI Lab to Reinvent Drug Discovery In the Age of AI | Eli Lilly and Company https://investor.lilly.com/news-releases/news-release-details/nvidia-and-lilly-announce-co-innovation-ai-lab-reinvent-drug
Very cool demo of Cosmos Transfer 2.5 at the @NVIDIARobotics booth during CES 2026. Developers can take a single recorded robot movement and generate hundreds of variations using natural language prompts. Thanks Spencer Huang and Edith Llontop for the demo!”” https://x.com/TheHumanoidHub/status/2011117953585148244
Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage https://www.culpium.com/p/exclusiveapple-is-fighting-for-tsmc
Technical Deep Dive: How DigitalOcean and AMD Delivered a 2x Production Inference Performance Increase for Character.ai https://blog.character.ai/technical-deep-dive-how-digitalocean-and-amd-delivered-a-2x-production-inference-performance-increase-for-character-ai/
The AI data center deals that no one can verify https://davefriedman.substack.com/p/the-ai-data-center-deals-that-no
The Coming AI Compute Crunch – Martin Alderson https://martinalderson.com/posts/the-coming-ai-compute-crunch/
Met with Spencer Huang, Product Lead for @NVIDIARobotics, at CES 2026. We discussed scalable robotics policy evaluation, world models, and his outlook for the year ahead.”” https://x.com/TheHumanoidHub/status/2009707137807855977
OpenAI partners with Cerebras | OpenAI https://openai.com/index/cerebras-partnership/
Is your robot policy World-Model pilled? Jim Fan at NVIDIA is betting big on it. He argues that VLM-based VLAs are fundamentally misaligned for robotics because they prioritize high-level semantics over the granular physical details required for dexterity. ‘A video world model”” https://x.com/TheHumanoidHub/status/2011176025733075315
China’s Zhipu rolls out new AI model trained on Huawei chips https://www.techinasia.com/news/chinas-zhipu-rolls-ai-model-trained-huawei-chips
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