Archive

Moonshot releases Kimi K3.1 Pro, OpenAI nears a $30B round, and Helion and Vertical Semiconductor sign CHIPS Act letters of intent.

Nvidia puts advances behind substrate, packaging, test and optics capacity, Crusoe adds Norway capacity, and Photon Bridge raises to build laser light sources.

The Upscale team joins the podcast!

Amazon opens Trainium to PyTorch developers, chip stocks snap an eight-session slide, and Meta details Prometheus reliability.

Microsoft cancels its Nscale site, Tenstorrent raises $1.5B, and chip stocks hit an eighth straight down day.