But 1,000 tokens per second is actually modest by Cerebras standards. The company has measured 2,100 tokens per second on Llama 3.1 70B and reported 3,000 tokens per second on OpenAI’s own open-weight gpt-oss-120B model, suggesting that Codex-Spark’s comparatively lower speed reflects the overhead of a larger or more complex model. AI coding agents have… Read More »
A Wall Street Journal report on Friday said Nvidia insiders had expressed doubts about the transaction and that Huang had privately criticized what he described as a lack of discipline in OpenAI’s business approach. The Journal also reported that Huang had expressed concern about the competition OpenAI faces from Google and Anthropic. Huang called those… Read More »
Still, Nvidia wants the business because China is a huge market. The latest approvals came during Nvidia CEO Jensen Huang’s visit to China this week, according to sources who spoke with Reuters on the condition of anonymity. Other Chinese firms are now waiting for their own approvals in future rounds, though Beijing is attaching conditions… Read More »
TSMC posted net income of NT$505.7 billion (about $16 billion) for the quarter, up 35 percent year over year and above analyst expectations. Revenue hit $33.7 billion, a 25.5 percent increase from the same period last year. The company expects nearly 30 percent revenue growth in 2026 and plans to spend between $52 billion and… Read More »
While AI bubble talk fills the air these days, with fears of overinvestment that could pop at any time, something of a contradiction is brewing on the ground: Companies like Google and OpenAI can barely build infrastructure fast enough to fill their AI needs. During an all-hands meeting earlier this month, Google’s AI infrastructure head… Read More »
On Tuesday, Microsoft and Nvidia announced plans to invest in Anthropic under a new partnership that includes a $30 billion commitment by the Claude maker to use Microsoft’s cloud services. Nvidia will commit up to $10 billion to Anthropic and Microsoft up to $5 billion, with both companies investing in Anthropic’s next funding round. The… Read More »
On Monday, OpenAI announced it has signed a seven-year, $38 billion deal to buy cloud services from Amazon Web Services to power products like ChatGPT and Sora. It’s the company’s first big computing deal after a fundamental restructuring last week that gave OpenAI more operational and financial freedom from Microsoft. The agreement gives OpenAI access… Read More »
Partnerships and government contracts fuel optimism At the GTC conference on Tuesday, Nvidia’s CEO went out of his way to repeatedly praise Donald Trump and his policies for accelerating domestic tech investment while warning that excluding China from Nvidia’s ecosystem could limit US access to half the world’s AI developers. The overall event stressed Nvidia’s… Read More »
“It’s not gonna be one Bear Stearns moment,” Zitron explained. “It’s gonna be a succession of events until the markets freak out.” The crux of the problem, according to Zitron, is Nvidia. The chip maker’s stock represents 7 to 8 percent of the S&P 500’s value, and the broader market has become dependent on Nvidia’s… Read More »
For the OS, the Spark is an ARM-based system that runs Nvidia’s DGX OS, an Ubuntu Linux-based operating system built specifically for GPU processing. It comes with Nvidia’s AI software stack preinstalled, including CUDA libraries and the company’s NIM microservices. Prices for the DGX Spark start at US $3,999. That may seem like a lot,… Read More »