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Posts tagged with nvidia

GPU Economics · ·5 min read

Google Is a Chip Vendor Now

Google buried the announcement inside a Q1 earnings call that had plenty of other headline-worthy numbers — 109.

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Neural Dispatch · ·4 min read

NVIDIA's Nemotron 3 Nano Omni Crams Vision, Audio, and Reasoning Into One 3B-Active Model

Every multimodal agent demo I've seen follows the same script: chain a vision model to a language model, bolt on Whisper for audio, pray the latency...

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GPU Economics · ·5 min read

What Microsoft's 750-Watt Chip Actually Saves

Scott Guthrie called Maia 200 "30 percent cheaper than any other AI silicon on the market" when he unveiled it in January.

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Synthetic Media · ·5 min read

Swap the Renderer, Keep the Physics

NVIDIA's GR00T N1 humanoid robot trained on 780,000 synthetic episodes — 6,500 hours of practice generated in just 11 hours.

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GPU Economics · ·5 min read

What $5 Billion Buys in the Chiplet Economy

NVIDIA doesn't do charity — so when Jensen Huang wrote a 5 billion check for 214 million Intel shares at 23.

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GPU Economics · ·4 min read

Three Factories Control Half the Cost of Every AI Chip

Epoch AI published a manufacturing teardown of NVIDIA's B200 last month.

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Neural Dispatch · ·4 min read

CUDA's 20-Year Moat Just Got Its First Serious Crack

Jensen Huang called it a "horrible outcome for America.

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GPU Economics · ·6 min read

Every Chip Startup's Exit Strategy Is NVIDIA

Scroll through the investor list on SiFive's freshly closed 400 million round and you hit a name that shouldn't be there: NVIDIA.

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Neural Dispatch · ·5 min read

Google's Quiet Bet on Inference Silicon Tells You Where AI Costs Are Headed

Google just told you its biggest cost problem isn't training. It's serving.

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Neural Dispatch · ·3 min read

The Smartest Thing About NVIDIA's Quantum AI Models Isn't the Benchmarks

Quantum computing has a plumbing problem.

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GPU Economics · ·4 min read

Nvidia Paid $20B for 150 TB/s and a Safety Net

Jensen Huang does not spend $20 billion on chips he could build himself. He spends it on chips he did not want to admit he needed.

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GPU Economics · ·5 min read

Thirty Cents Per Million Tokens

NVIDIA's latest MLPerf Inference v6.0 submission hit $0.

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Neural Dispatch · ·4 min read

NVIDIA's GR00T N1.6 Turns Humanoid Robotics Into a Software Problem

NVIDIA just dropped a full-stack open robotics platform during National Robotics Week, and it's the first time I've looked at humanoid robot...

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GPU Economics · ·4 min read

$60 Billion Says ROCm Is Good Enough

Meta just signed the single largest AI hardware procurement deal among the Magnificent Seven, and the check went to AMD, not NVIDIA.

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GPU Economics · ·5 min read

3.5 Gigawatts of Not-Nvidia

Anthropic just told us where the inference money is going, and it's not where most people expected.

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GPU Economics · ·5 min read

AMD Just Cracked a Million Tokens Per Second

For the first time in the MLPerf inference benchmarks, AMD posted numbers that don't require mental gymnastics to interpret.

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Open Weight Weekly · ·4 min read

NVIDIA Snuck Mamba Into a 120B Model and Nobody Blinked

NVIDIA dropped Nemotron 3 Super a few weeks ago, and the discourse moved on within 48 hours. Understandable — March was a firehose of model releases.

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GPU Economics · ·4 min read

Inference Got 1,000x Cheaper — So Why Is Everyone Spending More?

Three years ago, running a GPT-4-class model cost roughly 20 per million tokens. Today the same caliber of output runs at 0.

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Synthetic Media · ·5 min read

Gaussian Splats Cast Shadows Now

Shadows were the tell.

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GPU Economics · ·5 min read

The HBM Tax: Why Memory Costs Now Dominate Your AI Compute Budget

Twelve months ago, if you asked an ML platform team what kept them up at night, the answer was GPU availability.

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