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1291.
Chinese AI startup gets access to 2,300 banned Blackwell GPUs by exploiting cloud loophole — rents compute from Indonesian firm with 32 Nvidia GB200 server racks (tomshardware.com)
1292.
HipKittens: Fast and furious AMD kernels (news.ycombinator.com)
1293.
JP Morgan says Nvidia is gearing up to sell entire AI servers instead of just AI GPUs and components — Jensen's master plan of vertical integration will boost Nvidia profits, purportedly starting with Vera Rubin (tomshardware.com)
1294.
After Attempting to Short the AI Bubble, the “Big Short” Guy Suddenly Closes Up Shop (futurism.com)
1295.
Alembic melted GPUs chasing causal A.I. — now it's running one of the fastest supercomputers in the world (venturebeat.com)
1296.
The company at the heart of the AI bubble (theverge.com)
1297.
The AI Boom Is Fueling a Need for Speed in Chip Networking (wired.com)
1298.
China officials overseeing allocation of high-end AI chips, prioritizing homegrown options — government's AI chip pivot accelerates as US export restrictions bite (tomshardware.com)
1299.
China’s AI chip pivot accelerates as US export restrictions bite — government officials overseeing allocation of remaining high-end parts, prioritizing homegrown options (tomshardware.com)
1300.
AI Bubble Is Ignoring Michael Burry's Fears (slashdot.org)
1301.
CNBC Daily Open: SoftBank goes all in on OpenAI as 'Big Short' investor issues caution on AI firms (cnbc.com)
1302.
CNBC Daily Open: SoftBank doubles down on AI amid warnings from 'Big Short' investor (cnbc.com)
1303.
Why did SoftBank sell off its Nvidia stake? (feeds.feedburner.com)
1304.
SoftBank’s Nvidia sale rattles market, raises questions (techcrunch.com)
1305.
SoftBank offloads entire $5.83 billion stake in Nvidia — firm sells off stock, cash will fund major investment in OpenAI, also in talks over Stargate (tomshardware.com)
1306.
SoftBank announces it has sold its Nvidia shares for $5.8 billion (feeds.feedburner.com)
1307.
Nvidia Stock Lurches Down as SoftBank Pulls Entire Investment (futurism.com)
1308.
SoftBank sells its entire stake in Nvidia for $5.83 billion (cnbc.com)
1309.
SoftBank sells its entire stake in Nvidia (news.ycombinator.com)
1310.
SoftBank sells its entire stake in Nvidia for $5.83B (news.ycombinator.com)
1311.
Nvidia CEO’s ask of Taiwan Semi means more upside for this portfolio stock (cnbc.com)
1312.
The 4.5T dollar elephant in the room (news.ycombinator.com)
1313.
NVIDIA Connects AI GPUs to Early Quantum Processors (slashdot.org)
1314.
The microchip era may be ending – and wafer-scale systems could be what comes next (techspot.com)
1315.
AMD warns the Intel and Nvidia partnership is a risk to its business — quarterly report outlines risk from 'increased competition and pricing pressure' (tomshardware.com)
1316.
Nvidia's RTX 5000 Super could be cancelled or get pricier due to AI-induced GDDR7 woes — rumor claims 3 GB memory chips are now too valuable for consumer GPUs (tomshardware.com)
1317.
AMD’s record quarter shows strength in client and AI, as Ryzen leads the charge — but data center dominance could be out of reach (tomshardware.com)
1318.
Google's decade-long bet on custom chips is turning into company's secret weapon in AI race (cnbc.com)
1319.
Nvidia CEO Says China Is “Going to Win” the AI Race (futurism.com)
1320.
China's key weapons in its AI battle with the U.S. — massive Huawei chip clusters and cheap energy (cnbc.com)
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