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1651.
Taiwan to spend $3 billion turning nation into 'AI island', targets top five global compute power — new goals threatened by energy shortfalls (tomshardware.com)
1652.
Global stocks sell-off as AI valuation concerns persist ahead of Nvidia earnings (cnbc.com)
1653.
The Whole Financial World Is Terrified of Nvidia’s Earnings Call (futurism.com)
1654.
Arm custom chips get a boost with Nvidia partnership (cnbc.com)
1655.
Arm joins Nvidia's NVLink Fusion ecosystem — Arm's Neoverse CPUs to get access to Nvidia GPUs (tomshardware.com)
1656.
Arm joins Nvidia's NVLink Fusion ecosystem — Arm's clients to get access to Nvidia GPUs (tomshardware.com)
1657.
Nvidia's Vera Rubin platform in depth — Inside Nvidia's most complex AI and HPC platform to date (tomshardware.com)
1658.
Nvidia CEO Jensen Huang surprised investors with a 'half a trillion' forecast. It'll come up at earnings (cnbc.com)
1659.
The best gaming laptops for 2025 (engadget.com)
1660.
I looked into CoreWeave and the abyss gazed back (theverge.com)
1661.
$10,000 RTX Pro 6000 Blackwell workstation GPU reportedly snaps under its own weight during transit, severs PCIe connector — lack of replacement parts renders card useless despite its modular design (tomshardware.com)
1662.
Jensen Huang's Mom Taught Him a Leadership Mindset He Still Uses (feeds.feedburner.com)
1663.
Nvidia is gearing up to sell servers instead of just GPUs and components (news.ycombinator.com)
1664.
The question everyone in AI is asking: How long before a GPU depreciates? (cnbc.com)
1665.
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)
1666.
HipKittens: Fast and furious AMD kernels (news.ycombinator.com)
1667.
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)
1668.
After Attempting to Short the AI Bubble, the “Big Short” Guy Suddenly Closes Up Shop (futurism.com)
1669.
Alembic melted GPUs chasing causal A.I. — now it's running one of the fastest supercomputers in the world (venturebeat.com)
1670.
The company at the heart of the AI bubble (theverge.com)
1671.
The AI Boom Is Fueling a Need for Speed in Chip Networking (wired.com)
1672.
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)
1673.
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)
1674.
AI Bubble Is Ignoring Michael Burry's Fears (slashdot.org)
1675.
CNBC Daily Open: SoftBank goes all in on OpenAI as 'Big Short' investor issues caution on AI firms (cnbc.com)
1676.
CNBC Daily Open: SoftBank doubles down on AI amid warnings from 'Big Short' investor (cnbc.com)
1677.
Why did SoftBank sell off its Nvidia stake? (feeds.feedburner.com)
1678.
SoftBank’s Nvidia sale rattles market, raises questions (techcrunch.com)
1679.
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)
1680.
SoftBank announces it has sold its Nvidia shares for $5.8 billion (feeds.feedburner.com)
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