Archive

Anthropic locks in a $45B compute deal with Nscale, Nvidia reportedly agrees to buy Hugging Face for $12.9B, and more from Hot Chips.

Nvidia and SpaceX are putting Vera Rubin in orbit, C2i is acquired by Infineon, and the LPX enters production.

OpenAI's first in-house inference chip beats Nvidia's Blackwell on performance per watt, and Emerald AI raises $150M. Plus, a special invite for readers.

Patrick Bowen of Neurophos joins the podcasts. Meanwhile, Hot Chips 2026 opens with 3D-DRAM accelerator and SK Hynix's HBM packaging roadmap.

Nvidia strikes a $6B model-licensing deal with Poolside, Micron invests $10B in research, and Muon and Starcloud raise for orbital compute.