A 330 GB On-Die DRAM AI Chip Lands as a Whitepaper
PhantaField's Sophon PFG-1 whitepaper claims ~95x Nvidia HBM4 bandwidth via monolithic 3D stacking. No silicon yet. Here's why it matters anyway.
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Open Source AI Wins: Five Frontier Models Ship in 30 Days
DeepSeek V4, Cohere Command A+, ZAYA1-8B, and NVIDIA Nemotron 3 mark the busiest month for open-weight AI ever.
Open Source AI Closes the Gap: GLM-5.1 Tops SWE-Bench
GLM-5.1 becomes the first open-weight model to top SWE-Bench Pro. The gap between open and proprietary AI is now just three months.
Open Source AI Wins: DeepSeek V4 Goes MIT, NVIDIA Ships Hybrid Mamba Models, and Google Solves the Memory Problem
DeepSeek V4 matches Claude Opus on coding at 7x lower cost under MIT license. NVIDIA's Nemotron 3 brings hybrid Mamba-Transformer MoE to the open. Google's TurboQuant cuts KV cache memory by 6x with no retraining.
Open-Weight LLM Showdown Week 10: NVIDIA Enters the Ring, Meta Walks Out
NVIDIA's Nemotron 3 brings a hybrid Mamba-Transformer architecture to consumer GPUs while Meta abandons open source for proprietary Muse Spark. The open-weight field just reshuffled.
Open Source AI Wins: NVIDIA Forms an Alliance, LangChain Ships a Coding Agent, and India Builds Sovereign Models
Eight labs unite under NVIDIA's Nemotron Coalition, LangChain open-sources the enterprise coding agent pattern, and Sarvam proves frontier AI doesn't require Silicon Valley.
Open Source AI Wins: China Overtakes US in Downloads, Robotics Explodes, and Hugging Face Hits 2 Million Models
Hugging Face's Spring 2026 report reveals China now leads in AI model downloads, robotics datasets jumped 2,200%, and open-weight models are achieving 10x-1000x cost advantages.
Open Source AI Wins: NVIDIA Goes Local-First, OpenAI Returns to Its Roots, Qwen 3.5 Beats Models 13x Its Size
NVIDIA's Nemotron 3 Super runs agents locally, OpenAI releases Apache 2.0 models for the first time since GPT-2, and Alibaba's 9B parameter model outperforms 120B competitors.
AMD Lands $60B Meta Deal as MI450 Chip Takes Aim at NVIDIA
AMD's 6GW data center agreement with Meta represents the largest challenge yet to NVIDIA's AI chip dominance
Senators Probe NVIDIA's $20B Groq Deal for Antitrust Evasion
Warren and Blumenthal accuse NVIDIA of structuring its Groq licensing deal to dodge merger review while consolidating AI chip dominance
EU Opens Formal Antitrust Investigation Into NVIDIA's GPU Dominance
Brussels is probing whether NVIDIA bundles GPUs with networking equipment and uses CUDA lock-in to crush competitors. The investigation could take years.
AI's $800 Billion Circular Financing Problem: Bubble Warnings Grow Louder
Bill Gurley warns AI reset is coming while Norway's $2.1 trillion fund models a 35% crash. The problem: Nvidia invests in OpenAI, which buys more Nvidia chips.
Super Micro Co-Founder Arrested in $2.5 Billion Chip Smuggling Scheme to China
Federal prosecutors charge three with routing Nvidia AI servers through Taiwan to China using fake documents and dummy equipment to evade export controls.
Open-Source AI Wins: NVIDIA Goes All-In on Open Models, Lightricks Ships 4K Video, and Local Inference Matures
GTC 2026's biggest announcements were open-source. Nemotron 3 Super runs locally on RTX PCs, LTX 2.3 generates 4K video with audio, and vLLM hits production grade.
Nvidia GTC 2026: Trillion-Dollar Orders, Groq Integration, and the Agentic AI Push
Jensen Huang's keynote unveils Vera Rubin chips, a $20B Groq acquisition, DLSS 5, and positions Nvidia to dominate both training and inference markets.
Nvidia GTC 2026: Vera Rubin, NemoClaw, and the $20 Billion Groq Bet
Jensen Huang's keynote today marks Nvidia's biggest pivot in years - from training chips to inference, from cloud to edge, and from prompts to autonomous agents
Nvidia GTC 2026 Preview: Everything Expected From Jensen Huang's Monday Keynote
From the Vera Rubin architecture to NemoClaw enterprise agents, here's everything Nvidia is expected to unveil at its biggest conference of the year
Nvidia and AMD Bet $500M on Light: Ayar Labs to Replace AI's Copper Bottleneck
The chip rivals jointly backed a photonics startup that promises 20x better performance per watt. Volume production targets 2028 AI systems.
Nvidia's Nemotron 3: The First Open-Source Model Worth Running Locally in 2026
Nvidia open-sources a 30B-parameter reasoning model that runs on consumer GPUs with a million-token context window. Here's what makes it different.
Stargate's Texas Expansion Collapses as Oracle Bleeds Cash and OpenAI Can't Forecast Demand
Just 14 months after Trump announced the $500 billion AI infrastructure project, the flagship Abilene site expansion has fallen apart. Meta and Nvidia are circling the remains.
Trump's Own Commerce Department Drafts 'Diffusion 2.0' Global AI Chip Controls He Already Killed
Draft regulations would require government approval for nearly all Nvidia and AMD chip exports worldwide - echoing Biden rules Trump rescinded just months ago.
Nvidia Ends the Investment Spree: $30B OpenAI and $10B Anthropic Stakes Will Be Its Last
Jensen Huang says the chipmaker is pulling back from AI lab investments as OpenAI prepares for IPO and Anthropic battles the Pentagon
DeepSeek V4 Arrives This Week: A Trillion Parameters, Huawei Chips, and Nvidia Locked Out
China's DeepSeek is releasing V4 - a trillion-parameter multimodal model optimized for domestic chips - while blocking US chipmakers and facing distillation accusations from OpenAI and Anthropic.
OpenAI's $110B Round: The Three-Way Tech Giant Alliance Reshaping AI
Amazon, NVIDIA, and SoftBank pour $110 billion into OpenAI at a $730B valuation. Here's what the partnerships mean and who's actually winning.