News
Sources: Nvidia's DGX Cloud is merging with the engineering unit, pivoting from selling cloud services to enterprises to supporting internal AI development
2+ hour, 25+ min ago (70+ words) [Techmeme permalink] The Information: Sources: Nvidia's DGX Cloud is merging with the engineering unit, pivoting from selling cloud services to enterprises to supporting internal AI development" " More than two years after Nvidia CEO Jensen Huang shared his vision to develop…...
Sources: Nvidia plans to begin shipping its H200 chips to China before mid-February 2026 and expects initial shipments to be ~40,000 to 80,000 H200 units
11+ hour, 4+ min ago (75+ words) [Techmeme permalink] Reuters: Sources: Nvidia plans to begin shipping its H200 chips to China before mid-February 2026 and expects initial shipments to be ~40,000 to 80,000 H200 units" " Nvidia (NVDA.O) has told Chinese clients it aims to start shipping its second-most powerful AI chips to…...
A look at Google's TPU evolution, its decision to sell chips to competitors after 12 years of internal use, the TPU vs. GPU architecture showdown, and more
14+ hour, 25+ min ago (81+ words) [Techmeme permalink] The Chip Letter: A look at Google's TPU evolution, its decision to sell chips to competitors after 12 years of internal use, the TPU vs. GPU architecture showdown, and more" " Is GPU vs TPU the CISC vs RISC contest…...
METR: Claude Opus 4.5 has a 50% task completion time horizon of about 4 hours and 49 minutes, more than double that of Claude Opus 4 released earlier this year
1+ day, 18+ hour ago (107+ words) [Techmeme permalink] @metr_evals: METR: Claude Opus 4.5 has a 50% task completion time horizon of about 4 hours and 49 minutes, more than double that of Claude Opus 4 released earlier this year" " We estimate that, on our tasks, Claude Opus 4.5 has a 50%-time horizon of…...
Chinese AI chipmaker Moore Threads announces a new generation of chips slated for mass production from 2026, just weeks after its blockbuster IPO in China
1+ day, 18+ hour ago (66+ words) [Techmeme permalink] Bloomberg: Chinese AI chipmaker Moore Threads announces a new generation of chips slated for mass production from 2026, just weeks after its blockbuster IPO in China" " Moore Threads Technology Co. introduced a new generation of chips aimed at reducing…...
A look at Meta's 2GW Hyperion data center in Louisiana, with the first phase opening in 2028; an analysis shows sales tax breaks on GPUs could total $3.3B+
2+ day, 16+ hour ago (74+ words) [Techmeme permalink] Jon Keegan / Sherwood News: A look at Meta's 2GW Hyperion data center in Louisiana, with the first phase opening in 2028; an analysis shows sales tax breaks on GPUs could total $3.3B+" " $10 billion of investment." Code names to disguise projects and…...
Source: Tencent has secured access to Nvidia's Blackwell chips through a cloud service operated by Tokyo-based Datasection
3+ day, 59+ min ago (67+ words) [Techmeme permalink] Jacob Adelman / Barron's Online: Source: Tencent has secured access to Nvidia's Blackwell chips through a cloud service operated by Tokyo-based Datasection" " encent Holdings 700 +1.49% has secured access to high-end Nvidia NVDA +3.93% artificial-intelligence chips that remain restricted to Chinese buyers…...
Sources: China is retrofitting older models of ASML's DUV machines to produce advanced smartphone and AI chips, exposing cracks in US-led export controls
3+ day, 9+ hour ago (69+ words) [Techmeme permalink] Eleanor Olcott / Financial Times: Sources: China is retrofitting older models of ASML's DUV machines to produce advanced smartphone and AI chips, exposing cracks in US-led export controls" " Restricted chipmaking tools are being retrofitted to make advanced AI chips,…...
Samsung unveils the Exynos 2600, the world's first smartphone SoC built on a 2nm Gate-All-Around process, expected to power some Galaxy S26 and S26 Plus models
3+ day, 17+ hour ago (74+ words) [Techmeme permalink] Adamya Sharma / Android Authority: Samsung unveils the Exynos 2600, the world's first smartphone SoC built on a 2nm Gate-All-Around process, expected to power some Galaxy S26 and S26 Plus models" " Galaxy S26 could get Samsung's boldest chip yet: Meet the 2nm Exynos 2600." " " " TL;DR…...
US approving Nvidia H200 exports to China is based on the idea that Huawei is a viable competitor, but data shows the gap between Nvidia and Huawei is widening
3+ day, 21+ hour ago (78+ words) [Techmeme permalink] Chris McGuire / Council on Foreign Relations: US approving Nvidia H200 exports to China is based on the idea that Huawei is a viable competitor, but data shows the gap between Nvidia and Huawei is widening" " Executive Summary" " On December…...