Jensen Huang revealed that latest Nvidia technology and applications including the new Ruben GPU chips. Vera Rubin addresses skyrocketing AI computation demand (models 10x larger yearly, reasoning adds compute). Post-training uses reinforcement learning and inference is multi-token. Tokens use increase 5x yearly. Costs decline 10x yearly due to race. NEWS: Nvidia has released a new …
The NVIDIA-Groq $20 billion deal announced on December 24, 2025 is a major strategic move in the AI hardware space. NVIDIA and Groq clarified that it is not a full company acquisition. The deal is structured as a non-exclusive licensing agreement for Groq’s inference technology, combined with NVIDIA hiring key Groq personnel. Groq’s founder and …
Tesla Robotaxi app rolled out to all iOS users. People are getting instant access. Tesla fleet in Austin appears to have scaled from ~50 → ~200 vehicles in Austin cutting wait times from 10–20 min to 3–4 min despite huge demand surge. ~500–600k miles/month now. There have only been 7 minor accidents reported Texas already …
Multi-billionaire fund manager Gavin Baker gives the overview of the state of AI. Nextbigfuture identified the AI data center scaling of google and XAI over a year ago. AI Scaling Laws are Intact. Four leaders in AI – Google, xAI, OpenAI and Anthropic. BUT Google and XAI will pull away with faster and more compute …
AI growth has re-accelerated. Nvidia earned an adjusted $1.30 a share on sales of $57 billion in the quarter ended Oct. 26. Analysts polled by FactSet had expected Nvidia to earn an adjusted $1.26 a share on sales of $54.9 billion in the quarter ended Oct. 26. In the year-earlier period, Nvidia earned 81 cents …
Elon Musk announced a major partnership between his AI company xAI and Saudi Arabia’s state-backed AI firm Humain (backed by the Suadi Public Investment Fund) to build a 500-megawatt (MW) AI data center in the kingdom. It will use Nvidia GPUs and will be xAI’s largest and first data center project outside the United States. …
Microsoft EVP of Cloud + AI Scott Guthrie says the goal is to be able to 10X the AI training every 18-24 months. This likely includes maintaining the 2-4X pace of chip improvement. Satya Nadella gave Dylan Patel (founder of SemiAnalysis) and Dwarkesh an exclusive first-look at their brand-new Fairwater 2 datacenter. Microsoft is building …
OpenAI has committed to spending $1.15 trillion (updated to $1.4 trillion) on hardware & cloud infrastructure between 2025 & 2035. OpenAI announced they would hit $100B in 2027 which is earlier than expected. OpenAI expects to have a $20 billion per year revenue run rate at the end of this year (2025). If OpenAI hits …
In 2022, AMD completed Class B qualification for the company’s first space-grade Versal™ adaptive SoCs. The XQR Versal™ AI Core XQRVC1902 devices deliver full radiation tolerance, accelerated AI inferencing and high-bandwidth signal processing performance for satellite and space applications. The completion of Class B qualification, derived from the US military specification MIL-PRF-38535. The devices to …
StarCloud’s Nvidia H100 chip launch, Google’s TPU plans for 2027, and Elon’s ambitious 100 GW target by 2030 via SpaceX’s Starship. Challenges include chip shortages, high launch costs (needing under $80M per 40 MW payload for viability), and timelines akin to delayed projects like robotaxis. Starlink’s evolution will be from V2/V3 and AI versions of …
In the USA, AI data centers will need around 20 to 30 gigawatts (GW) of combined power by late 2027. 30 GW is about 5% of US average current power generation capacity and 2.5% of China’s. 30 GW would be around 25% of power generation capacity in Japan, 50% in France, and 90% in the …