… Oracle has increased its borrowing by $50 billion to help build datacenters for OpenAI in a $300 billion cloud deal . How will all this debt and investment be paid back? "A unified AI superapp" is part of the answer. "Users do not want disconnected tools," OpenAI said. …
… The Department of Commerce is said to be drafting rules that would require chipmakers to obtain government approval before exporting AI chips to any country, effectively giving Washington a stranglehold on AI compute supply. …
Systems Nvidia's on-again off-again H200 sales in China are now on again Beijing appears to have eased its policy of pushing local GPUs GTC Nvidia has called on its supply chain partners to begin manufacturing its ageing H200 GPUs to meet demand for chips in China, CEO Jensen Huang said Tuesday. …
… The models are only the latest in a slew of investments Nvidia has made in quantum computing over the past few years, which include everything from hardware and software libraries to a research center with a Blackwell-based supercomputing cluster. ® ai and ml software ai gpu quantum computing quant…
… At the time, the GPU giant's most potent systems only featured eight GPUs, and the models driving the AI boom required thousands to train. Nvidia needed a bigger box, or at least a faster network that could effectively distribute work across dozens of chips. …