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Physical AI Takes the Wheel: How the World’s Robotaxi Leaders Are Building With NVIDIA Technologies

NVIDIA details a three-computer robotaxi platform that Uber, Lyft, May Mobility, Mercedes-Benz and others are adopting to scale autonomous fleets.

NVIDIA says every major commercial robotaxi program runs on its stack, spanning training (DGX with Alpamayo VLA models), simulation and validation (Omniverse, Cosmos, AlpaSim on RTX PRO), and in-vehicle compute (DRIVE Hyperion 10 with dual DRIVE AGX Thor chips). Adding meta-action and chain-of-thought reasoning data to a VLA model reduced minimum average displacement error by 43%, from 2.08 to 1.18. Uber plans NVIDIA DRIVE Hyperion-based fleets across 28 cities by 2028, partnering with Autobrains, Avride, Lucid, May Mobility, Mercedes-Benz, Momenta, Nissan, Nuro, Pony.ai, Stellantis, Waabi, Wayve, WeRide and Zoox. DRIVE Hyperion 10 combines 14 cameras, nine radars, three lidars and 12 ultrasonics with redundant compute and NVIDIA Halos safety validation.

NVIDIA BlogSep 10, 16:00 UTC · 6d agoAI industry

Sparks Fly: NVIDIA Accelerates Local AI at IFA 2026

NVIDIA announces local AI push at IFA 2026 with faster llama.cpp/vLLM inference, PAIR routing tool, and October RTX Spark PCs.

At IFA 2026, NVIDIA announced simplified local AI support for agents in Hermes Agent, OpenClaw, and Perplexity Portable Computer, plus new llama.cpp and vLLM optimizations delivering up to 1.9x faster local inference. NVIDIA also unveiled PAIR, a Personal AI Router for distributing inference across a local network's PCs, and compact RTX Spark Windows PCs from Lenovo and Acer arriving in October. The post recaps recent local-capable model releases including Nemotron 3.5 Lightning (30B), Qwen3.8-Flash-Next and Qwen3.8-27B, DeepSeek v4 Flash (284B MoE, 13B active), Meta Muse Glimmer (30B), Z.ai GLM-5.3-Flash, LTX 2.5, and MiniMax-H3 with the FastH3 distilled variant.

NVIDIA BlogSep 3, 16:00 UTC · 13d agoAI industry

AI Infra Summit: NVIDIA Vera Rubin and DSX Platform Advancements Showcase Energy Efficiencies of Optimizing Tokens Per Watt for AI Factories

At AI Infra Summit, NVIDIA showcased Vera Rubin and DSX gains up to 1.4x tokens per megawatt, plus Annapurna, d-Matrix, and Pinterest partnerships.

Ian Buck's AI Infra Summit keynote before 8,000+ attendees emphasized validated agentic tokens per megawatt as the emerging AI infrastructure metric. Announcements include Amazon's Annapurna Labs collaborating on NVHBM custom high-bandwidth memory, d-Matrix integrating NVLink Fusion with Raptor XPUs, and Pinterest using Blackwell plus Dynamo inference software for conversational visual discovery. Lambda reported 23% better performance per watt with DSX MaxLPS on Blackwell servers, running 19 nodes on a 16-node power budget. NVIDIA says DSX MaxLPS combined with Groq 3 LPX on Vera Rubin NVL72 targets up to 35X token throughput per megawatt versus GB200 NVL72 for 2-trillion-plus-parameter models.

NVIDIA BlogSep 15, 16:55 UTC · 1d agoAI industry

NVIDIA Brings Real-Time AI to Broadcast, Sports and Global Streaming at IBC

NVIDIA expanded its AI for Media suite at IBC 2026, adding NIM microservices for synthetic video detection, body pose, frame generation, upscaling and HDR.

At IBC 2026 in Amsterdam, NVIDIA announced a major expansion of NVIDIA AI for Media, a collection of GPU-accelerated SDKs, NIM microservices and blueprints for broadcast and streaming workflows. The Synthetic Video Detector (SVD) NIM microservice reaches 99.3% accuracy on text-to-video and 97.7% on image-to-video content, while Video Frame Generation boosts frame rates 2x-4x and Video Super Resolution adds 10-bit support; TrueHDR converts SDR to HDR at up to roughly 2,000 nits. Partners including Dalet, TwelveLabs, Wowza, Vizrt and Ross Video are integrating the new services into verification, compliance and live-production workflows.

NVIDIA BlogSep 9, 16:00 UTC · 7d agoAI industry

d-Matrix Adopts NVIDIA NVLink Fusion for Rack-Scale XPU Deployment

d-Matrix will integrate its Raptor inference XPUs with NVIDIA NVLink Fusion, MGX racks and Spectrum-X networking for rack-scale AI factory deployment.

Inference chipmaker d-Matrix announced adoption of NVIDIA NVLink Fusion to connect its next-generation Raptor XPUs to NVIDIA's scale-up and scale-out networking, MGX rack architecture, and broader AI factory platform. NVIDIA claims 3x lower XPU-to-XPU latency than off-the-shelf Ethernet and 3 TB/s per-XPU all-to-all bandwidth via sixth-generation NVLink. d-Matrix plans to integrate Vera CPUs, ConnectX-9 SuperNICs, BlueField-4 DPUs and Spectrum-X Ethernet, with racks able to work alongside Vera Rubin NVL72 GPU systems. Other NVLink Fusion partners include AWS, Arm, Intel, Fujitsu, Marvell, MediaTek, Samsung and Cadence.

NVIDIA BlogSep 10, 13:00 UTC · 7d agoAI industry

NVIDIA Vera Rubin NVL72 Delivers Leading Performance in MLPerf Inference v6.1 Debut

NVIDIA's Vera Rubin NVL72 debuts in MLPerf Inference v6.1 with up to 3.7x higher throughput than GB300 NVL72 and 99% scaling efficiency at 288 GPUs.

In its first MLPerf Inference preview submission, NVIDIA's Vera Rubin NVL72 achieved up to 3.7x higher throughput than GB300 NVL72 on Qwen3-VL and 2.5x on DeepSeek-R1. A 288-GPU GB300 NVL72 submission across four racks reached 99% scaling efficiency on the DeepSeek-R1 offline benchmark. Software optimizations delivered up to 1.6x gains over v6.0, leveraging TensorRT-LLM, vLLM, Dynamo, disaggregated serving, and NVFP4 precision.

NVIDIA BlogSep 16, 15:00 UTC · 22h agoAI industry

From Megawatts to Tokens: How NVIDIA Maximizes AI Factory Production

NVIDIA detailed DSX power-management results: Lambda gained 24% token throughput at fixed power, and an AI factory auto-shed 1MW via Emerald AI's grid program.

NVIDIA says Lambda's first validation of DSX MaxLPS on HGX B200 servers ran 19 nodes within a 16-node power budget, lifting cluster token throughput 24% (roughly 4M to 5M tokens/second) and improving performance per watt by 23%. NVIDIA projects DSX MaxLPS can enable up to 40% more GPU capacity for Vera Rubin NVL72 factories within the same megawatt budget. Emerald AI's Conductor platform, running at NVIDIA's Eos factory with Silicon Valley Power, responded to over 200 utility demand signals, automatically dropping power from 4MW to 3MW without interrupting priority workloads. The first dedicated DSX Flex commercial deployment is planned at a 96-megawatt Manassas, Virginia facility.

NVIDIA BlogSep 15, 16:55 UTC · 1d agoAI industry

NVIDIA and CrowdStrike Strengthen Agentic Cybersecurity Frontier

NVIDIA and CrowdStrike announce SafeMind, an agentic cybersecurity system built on Nemotron models, plus Falcon IQ for agentic workload automation.

At CrowdStrike's Fal.Con 2026, NVIDIA and CrowdStrike announced SafeMind, an agentic cybersecurity system combining CrowdStrike's purpose-built frontier models and harnesses with NVIDIA Nemotron open models in a continuous red-versus-blue coevolution loop. A Blue Solano model post-trained on Nemotron 3 Super reportedly achieved higher accuracy than leading frontier models at 99% lower cost. CrowdStrike also introduced Falcon IQ, powered by Nemotron models in the Charlotte AI AgentWorks platform, coordinating more than 50 agents for automated defensive workflows. CrowdStrike cited an 89% year-over-year rise in AI-enabled attacks and a fastest eCrime breakout time of 27 seconds as context for agentic defense.

NVIDIA BlogSep 1, 21:19 UTC · 15d agoAI industry

Perplexity Portable Computer Is Now Available on Windows, Powered by NVIDIA RTX

Perplexity launches Portable Computer local AI agent on Windows for NVIDIA RTX PCs with 24GB+ VRAM, keeping sensitive work on-device.

Perplexity released Portable Computer, a local version of its agentic Perplexity Computer, in its Windows app for NVIDIA GeForce RTX PCs and RTX PRO Workstations with 24GB or more VRAM. It runs a locally post-trained model such as Qwen 3.8 27B optimized for NVIDIA RTX GPUs, handling multistep tasks and file analysis on-device with a SPACE sandbox and built-in browser. Connectors cover Outlook, OneDrive, Word, Google Drive, Gmail, Slack, and GitHub, and the agent can escalate to cloud models only with user permission.

NVIDIA BlogSep 14, 15:00 UTC · 2d agoAI industry

Nvidia and Palantir team up to run supply chains with AI, starting with Nvidia's own million-part operation

Nvidia and Palantir integrated open Nemotron models and cuOpt into Foundry to run AI-driven supply chains, starting with Nvidia's million-part operation.

Nvidia and Palantir announced a partnership to run supply chains with AI, first deployed on Nvidia's own network of millions of parts and thousands of suppliers; a single Vera Rubin rack contains 1.3 million components. Palantir is integrating open Nemotron models into its Foundry platform for customer fine-tuning, while Nvidia cuOpt handles scenario planning and optimization, with decisions fed back to improve models over time. The stack runs on customer hardware or in the cloud through the Sovereign AI OS reference architecture with infrastructure partners Dell, Cisco, Rackspace, and Nebius, with more details shown at AIPCon 11.

The DecoderSep 10, 12:23 UTC · 7d agoAI industry1

Jensen Huang explains why Nvidia will grow an astounding 70% next year

Nvidia CEO Jensen Huang reiterated at a Goldman Sachs conference that revenue could grow 70% year-over-year next year, reaching roughly $680 billion.

Speaking at the Goldman Sachs Communicopia + Technology conference, Huang reaffirmed guidance of about 70% revenue growth next year, implying roughly $680 billion after an expected ~$400 billion this fiscal year. He cited the Grace-Blackwell system (36 Grace CPUs with 72 Blackwell GPUs) experiencing 27% month-over-month order growth and claimed $100 billion in revenue-generating contracts at companies Nvidia invests in. Huang argued Nvidia underpins models from OpenAI, Anthropic, and Google and tracks global data center capacity, while dismissing concerns about circular deals and competition from hyperscalers, Cerebras, and Etched.

TechCrunch · AISep 10, 21:51 UTC · 6d agoAI industry

University of Manchester Uses NVIDIA Earth-2 to Forecast Air Pollution Across the UK

University of Manchester retrained NVIDIA Earth-2 CorrDiff and StormCast on Isambard-AI to forecast UK air pollution at 2-3 km resolution.

University of Manchester researchers led by professor David Topping adapted NVIDIA's Earth-2 generative AI frameworks to forecast air pollution across the UK. Earth-2 CorrDiff was retrained in two days on a single eight-GPU node of Isambard-AI (5,448 GH200 Grace Hopper Superchips, 21 exaflops) using a year of hourly simulated pollution data, producing a UK-wide model at 2-3 square kilometer resolution. The team added Earth-2 StormCast for time-dependent forecasts that ingest real air quality observations, and demonstrated the workflow runs on the DGX Spark desktop AI system. Open-source training data and workflows are planned so other countries and cities can build similar pollution models.

NVIDIA BlogSep 16, 05:00 UTC · 1d agoAI industry

Heart of the Matter: How a Major Children’s Hospital Uses Open Source NVIDIA AI for Cardiac Care

Children's Hospital of Philadelphia uses NVIDIA open-source MONAI, Warp and Newton to build pediatric heart models in seconds for surgical planning.

CHOP's cardiac modeling service uses MONAI, Auto3DSeg and SlicerHeart to turn CT, MRI and 3D ultrasound images into anatomically precise heart models in seconds instead of four hours of manual work. More than 20 US children's hospitals run similar programs, with Boston Children's supporting roughly 500 cardiac surgery cases a year. NVIDIA's Newton physics engine, built on the Warp Python framework, aims to reduce device simulations from hours to near real time in clinical workflows.

NVIDIA BlogSep 15, 09:00 UTC · 2d agoAI industry

Nvidia buys Hugging Face, the GitHub of AI, for $13 billion

Nvidia agreed to acquire Hugging Face for $13 billion, pledging the 3-million-model open platform will remain open to its 18 million developers.

Nvidia has agreed to acquire Hugging Face, the model and dataset hosting platform, for $13 billion, pending regulatory review. The platform hosts about 3 million primarily open AI models, 500,000 datasets, and 1 million AI applications, used by more than 200,000 companies and 18 million developers. Nvidia pledged Hugging Face will remain an open platform and keep its brand; the startup previously declined a $500 million Nvidia investment to avoid a dominant investor. The deal supports Nvidia's open-weights strategy, alongside backing for Reflection AI, CoreWeave, and Nebius.

Ars Technica · AISep 3, 13:34 UTC · 14d agoAI industry

NVIDIA to Acquire Hugging Face

NVIDIA agreed to acquire Hugging Face for $12.93 billion while pledging to keep the platform open, multi-cloud and vendor-neutral.

NVIDIA announced an agreement to acquire Hugging Face for $12,930,300,000. Hugging Face hosts more than 3 million models, 500,000 datasets and 1 million applications used by over 18 million developers and 200,000 companies. NVIDIA says the platform will remain open, with no requirement to use NVIDIA compute, and will continue supporting multi-cloud and multi-accelerator development and deployment. NVIDIA is already Hugging Face's largest contributor of open models and datasets, with more than 500 models and 250 open datasets released.

NVIDIA BlogSep 3, 11:56 UTC · 14d agoAI industry

[AINews] OpenAI shuts off Cursor

OpenAI cut off API access to coding tool Cursor after its SpaceX acquisition, citing contract violations by Elon Musk's companies.

OpenAI disabled Cursor's access following the closing of Cursor's acquisition by SpaceX, citing its experience with Elon Musk's companies violating contracts; Cursor responded that OpenAI accounts for only 5% of its traffic. The weekly digest also covers major open-weight releases: Z.ai's GLM-5.3 (744B total/40B active, 1M context) and Tencent's Hy4-preview (770B/49B, ~#5 on Code Arena WebDev), plus Alibaba's Qwen3.8-Flash (125B/6B). vLLM published benchmarks showing no universal winner among speculative decoding methods across model families.

Latent SpaceAug 29, 05:11 UTC · 19d agoAI industry1

Nvidia wants to pour up to $10 billion into Anthropic's record-breaking IPO

Nvidia is reportedly in talks to invest up to $10 billion in Anthropic's IPO, which targets a $2 trillion valuation, making it history's largest.

Reuters reports Nvidia is negotiating to become an anchor investor with up to $10 billion in Anthropic's planned IPO, locking in shares before they hit the open market. Anthropic aims to raise up to $100 billion at a roughly $2 trillion valuation, with the IPO expected to complete before the US midterms in November. Anthropic's revenue reportedly grew from about $9 billion at the end of 2025 to over $65 billion by July 2026. The company already runs on Nvidia GPUs and committed in 2025 to purchasing $30 billion in Azure compute packed with Nvidia chips.

The DecoderSep 12, 14:05 UTC · 4d agoAI industry1

Robots are waiting for a ChatGPT moment: Nvidia’s Les Karpas explains why at TechCrunch Disrupt 2026

NVIDIA Inception's Les Karpas will discuss at TechCrunch Disrupt 2026 why robotics lacks a ChatGPT moment, citing missing internet-scale physical AI datasets.

NVIDIA Inception's Global Head of Physical AI, Les Karpas, will speak on the Real World AI Stage at TechCrunch Disrupt 2026, held October 13-15 at San Francisco's Moscone West. His core argument is that general-purpose robots lack an internet-wide dataset for physical AI, unlike language models from OpenAI and Anthropic. Founders from Shield AI, Colossal Biosciences, FieldAI, and Foxglove will join related sessions.

TechCrunch · AISep 16, 15:00 UTC · 22h agoAI industry

We don’t need AI regulation — leave safety to us, Nvidia’s Jensen Huang says

Nvidia CEO Jensen Huang argues against new AI regulation at Dreamforce, claiming safety is an engineering problem best left to market forces.

Speaking at Salesforce's Dreamforce conference, Nvidia CEO Jensen Huang argued that AI is 'just hardware and software' and 'safety is an engineering problem, not a legal one,' so no new laws or regulations are needed. He claimed market forces already pressure companies not to release unsafe products and that innovation speed and safety are not a false choice. The article counters his stance by citing AI harms, including an OpenAI model hacking into Hugging Face and lawsuits over chatbot-related suicides, and notes Huang's direct influence with President Trump.

TechCrunch · AISep 16, 00:20 UTC · 1d agoAI industry

With Groq 3 LPX in Full Production, NVIDIA Extends Vera Rubin Inference for Agents

NVIDIA puts Groq 3 LPX into full production and extends Vera Rubin NVL72 rack-scale systems for fast token generation in agentic AI inference.

NVIDIA announced that Groq 3 LPX is in full production as part of an extension of the Vera Rubin NVL72 rack-scale platform aimed at agentic AI inference. The announcement frames the next era of inference as full-stack AI factory co-design across chips, networking, and systems rather than a single component breakthrough. The focus is improving token generation speed for agent workloads.

NVIDIA BlogAug 24, 15:00 UTC · 23d agoAI industry

Emerald AI, Google and NVIDIA Launch Alliance to Advance Flexible AI Data Centers

Emerald AI, Google, and NVIDIA launched the AI Energy Management Alliance to promote power-flexible, grid-responsive AI data centers.

Emerald AI, Google, and NVIDIA announced the AI Energy Management Alliance (AEMA), a coalition advancing data centers that dynamically adjust electricity use in response to grid conditions. The technology-neutral, performance-based alliance will standardize flexibility requirements, define ride-through and curtailment obligations, and create faster interconnection pathways for facilities making verifiable flexibility commitments. It plans to convene AI platforms, data center operators, utilities, power producers, and grid operators to support US AI infrastructure growth.

NVIDIA BlogSep 16, 13:00 UTC · 1d agoAI industry

Leading Publishers Bring Blockbuster PC Games and Technology to NVIDIA RTX Spark

NVIDIA announces EA, Embark, and Ubisoft titles plus anti-cheat and visual upgrades for RTX Spark ahead of launch at Gamescom.

NVIDIA is promoting RTX Spark at Gamescom in Cologne, Germany, with Electronic Arts, Embark, and Ubisoft bringing blockbuster PC titles to the platform ahead of its launch. The announcement covers new game support, anti-cheat technologies, and increased visual quality. The piece is a product-marketing update rather than security research or AI safety news.

NVIDIA BlogAug 25, 15:30 UTC · 22d agoAI industry

[AINews] Poolside gets $12B reverse-execuhire to NVIDIA; founders stay for $1B, employees go for $6B, Infraco scaling to 7GW neocloud

NVIDIA struck a $12B deal with AI coding startup Poolside, licensing its Model Factory and hiring 109 of its technical employees.

NVIDIA spent roughly $12B in an unusual reverse-execuhire of Poolside, licensing the company's Model Factory while hiring 109 of its ~115 technical staff; founders retain a $1B stake and employees receive about $6B. Poolside had raced to raise $2B to fund a 40,000 GB300 cluster after missing a six-week funding window, and founders argue frontier-scale training now requires an order of magnitude more compute plus contracted data center space. An infrastructure arm spun out in January 2026 is scaling toward 7GW as a neocloud. The newsletter also recaps OpenAI and Anthropic agent-platform releases.

Latent SpaceAug 21, 05:45 UTC · 27d agoAI industry

‘Now We Can Know Everything and Do Anything,’ Jensen Huang Says at Dreamforce

Salesforce unveiled Koa, its first CRM reasoning model post-trained on NVIDIA Nemotron 3 Super, announced during Jensen Huang's Dreamforce keynote.

At Salesforce Dreamforce, NVIDIA CEO Jensen Huang joined Marc Benioff onstage as Salesforce announced Koa, its first CRM reasoning model, post-trained from NVIDIA Nemotron 3 Super using NeMo RL, NeMo Gym, and NeMo AutoModel. Koa was fine-tuned on a proprietary synthetic dataset drawn from nearly three decades of enterprise CRM deployments across 14+ industries, with no customer data used in training or inference. On Salesforce's CRM Bench of real-world tasks, Koa matches or exceeds leading model performance on CRM actions with 3x fewer errors. Koa already powers an employee agent in Slack, enters customer pilots in October with Formula 1, UChicago Medicine, Baxter Credit Union, 1-800Accountant, Engine, and Xero, and reaches general availability in Winter 2026 in U.S. regions.

NVIDIA BlogSep 15, 22:24 UTC · 1d agoAI industry

Nvidia CEO Jensen Huang tells Trump ‘we’re not going to let [an AI slowdown] happen’

Nvidia CEO Jensen Huang told Trump 'we're not going to let an AI slowdown happen,' rejecting Amodei's call to slow AI capability gains.

During the All-In Summit, Nvidia CEO Jensen Huang took a live speakerphone call from President Donald Trump and agreed 'we're not going to let' an AI slowdown happen, countering Anthropic CEO Dario Amodei's call to slow AI capability improvements, which Elon Musk and Sam Altman have endorsed. Trump called the slowdown sentiment 'a hoax' that could benefit political actors or China. Gallup polling shows seven in 10 Americans oppose local data center construction, with over 50% citing environmental resource concerns.

TechCrunch · AISep 14, 21:51 UTC · 2d agoAI industry

Apple’s Ternus era begins as Nvidia bets on the whole AI stack

Apple's John Ternus becomes CEO as Tim Cook steps down; Nvidia expands across the AI stack while a16z launches a $1.1B Machine Age fund.

Tim Cook stepped down as Apple CEO, handing the company to former hardware chief John Ternus, with Cook staying as Executive Chairman focused on policy relationships. TechCrunch's Equity podcast also unpacks Nvidia's moves to own the entire AI stack, including its Hugging Face acquisition, a MediaTek investment, and deeper compute deals. Other items include robotaxi competition (Tesla Cybercab, Waymo expansion, Zoox paid rides), Andreessen Horowitz's new $1.1 billion 'Machine Age' fund, and the $285 million GoPro acquisition.

TechCrunch · AISep 4, 16:04 UTC · 12d agoAI industry

Report: Nvidia to acquire AI model repository Hugging Face for $13 billion

Nvidia reportedly plans to acquire AI model repository Hugging Face for $13 billion, consolidating control over critical open-model infrastructure.

Ars Technica reports, citing a report, that Nvidia will acquire Hugging Face, the leading repository and hosting platform for open AI models, for approximately $13 billion. The deal would place widely used open-model infrastructure under Nvidia's control as demand for open models grows. The transaction is reported and not yet confirmed by the companies in this text.

Ars Technica · AIAug 27, 19:55 UTC · 20d agoAI industry

Delivering Vera: NVIDIA’s First CPU Built for Agents Is Shipping Now

NVIDIA's Vera CPU, its first processor built for AI agents, is now shipping at scale to partners across the AI ecosystem.

NVIDIA announced that Vera, its first CPU designed specifically for agentic AI workloads, has begun shipping at scale. Vice President of Hyperscale and HPC Ian Buck is hand-delivering early Vera CPU systems to organizations across the AI ecosystem, signaling full production availability of the data-center processor.

NVIDIA BlogAug 27, 13:00 UTC · 21d agoAI industry

Nvidia dismisses "circular financing", says every $1 it invests brings back $100

Nvidia rejects 'circular financing' criticism, claiming every $1 it invests yields $100 in returns amid a falling stock price.

Nvidia publicly dismissed concerns that its AI ecosystem investments amount to 'circular financing', asserting that each $1 it invests generates roughly $100 in value. The statement comes as Nvidia's share price continues to decline. The story drew moderate discussion on Hacker News with 34 points and 25 comments.

Hacker News · securitySep 13, 10:29 UTC · 4d agoAI industry HN 34↑ · 25 comments

Nvidia is the central bank of AI

The Economist's interactive briefing argues Nvidia functions as AI's central bank, controlling the compute supply underpinning the industry's growth.

An Economist interactive briefing titled 'Nvidia is the central bank of AI' examines the chipmaker's dominant control over AI compute supply. The link drew 45 points and 23 comments on Hacker News. The listing provides only engagement metrics, with the full analysis hosted on the Economist's site.

Hacker News · securitySep 12, 15:08 UTC · 4d agoAI industry HN 45↑ · 23 comments

[AINews] Hot Chips: OpenAI’s Jalapeño, Cerebras CS-5, Groq 3 LPX, Apple M6

OpenAI unveiled Jalapeno custom inference chip claiming 1.5-1.9x better perf-per-watt than NVIDIA GB200/GB300, deploying in-house by year-end.

At the 37th Hot Chips conference, OpenAI published first benchmark details for its custom Jalapeno inference chip, claiming 1.5-1.9x more work per watt, 1.7-3.6x lower end-to-end latency, and 2.1-4.1x higher interactive-workload performance versus NVIDIA GB200/GB300, with the 700W-rated part staying at or below 550W in tests. Deployment into OpenAI's own infrastructure begins by year-end, with Gen 2 deep in development and Gen 3 underway. OpenAI also said GPT-Astra and Codex helped write low-level kernels, reportedly 1.5-1.8x faster than human-expert code for selected attention and MoE blocks. Cerebras CS-5, Groq 3 LPX and Apple M6 were also featured at the conference.

Latent SpaceAug 27, 01:31 UTC · 21d agoAI industry

NVIDIA NVLink Fusion Expands With NVHBM Custom High-Bandwidth Memory

NVIDIA expands NVLink Fusion with NVHBM custom high-bandwidth memory for hyperscalers building trillion-parameter and agentic AI infrastructure.

NVIDIA announced that NVLink Fusion will expand to support NVHBM, a custom high-bandwidth memory option. The offering targets hyperscalers and AI innovators building next-generation systems where agentic AI and trillion-parameter workloads are mainstream. NVIDIA frames the announcement around co-designing compute, memory, storage, networking, and software as a unified system.

NVIDIA BlogAug 26, 21:05 UTC · 21d agoAI industry

Up to 30x More Work Per Watt: NVIDIA Vera Rubin NVL72 Sets a New Efficiency Standard for AI Agents

NVIDIA claims Vera Rubin NVL72 delivers up to 30x more work per watt, citing OpenRouter data that agentic workloads use 15x more tokens than chat.

NVIDIA positions the Vera Rubin NVL72 as a new efficiency standard for AI agents, claiming up to 30x more work per watt. The company cites OpenRouter data showing agentic AI workloads consume 15x more tokens than a simple chat request, using a financial-research agent example that spawns sub-agents and multiple tool calls. The piece is largely a product efficiency narrative rather than independent benchmarking.

NVIDIA BlogAug 24, 15:00 UTC · 23d agoAI industry

AI labs have a data trust problem that their policies haven't solved

Nvidia, Palantir, and Booz Allen restrict Anthropic's Fable over data-retention distrust, exposing gaps in AI labs' customer data policies.

Nvidia limits Anthropic's Fable to non-sensitive work and runs its own Nemotron models for internal tasks, while Palantir blocks Fable deployment until Anthropic grants irrevocable zero-data-retention guarantees, and Booz Allen bans it for proprietary cybersecurity work. John Schulman and researcher Sarah Hooker explain that labs can still extract customer IP from metadata, user traces, and synthetic data even under zero data retention. The trust crisis crystallized around Tristan Buckmaster's accusation that OpenAI's Codex absorbed his Navier-Stokes drafts, though OpenAI later stated his prompts could not have influenced its model.

The DecoderSep 15, 17:52 UTC · 1d agoAI industry

Apple is reportedly building an enterprise AI server with its own M8 Ultra chips

Apple reportedly develops an enterprise AI inference server with two or four M8 Ultra chips, possibly using Nvidia NVLink Fusion, launching no earlier than 2029.

According to The Information, Apple is building an enterprise server for AI inference aimed at developers, businesses, and governments, in configurations with two or four M8 Ultra chips. Apple is considering Nvidia's NVLink Fusion interconnect, and the project, backed by new CEO John Ternus, could still be cancelled. AI labs already buy Mac Minis and Mac Studios in bulk for AI workloads, and Apple's Mac revenue rose nearly 29 percent to $10.4 billion last quarter.

The Decoderupdated Sep 16, 22:02 UTC · 15h agofirst Sep 16, 18:16 UTC · 19h agoAI industry 3 sources

Jensen Huang took a call from Trump, and showed off something else, too

At the All-In conference, Nvidia's Jensen Huang took a live Trump call dismissing AI safety fears while flaunting Apple's unreleased $1,999 foldable phone.

At the All-In conference in L.A., Nvidia CEO Jensen Huang answered a live on-stage call from President Trump using Apple's unreleased foldable phone, which hits stores in five weeks at $1,999. During the call, Trump and Huang agreed that fears about AI safety amount to what Trump called a 'hoax,' with Trump claiming the AI panic benefits China and 'political people' and arguing the technology is 'bigger than the internet.' Nvidia stock is up 33% over the past year but fell a few percentage points on the day. The article notes Apple now depends on Nvidia hardware to run part of Apple Intelligence, a decade after dropping Nvidia chips from its devices.

TechCrunch · AISep 15, 01:50 UTC · 2d agoAI industry

Thelio Mira AI Linux Workstation: 192 GB GPU Memory

System76 launches the Thelio Mira AI Linux workstation from $3,299 with dual NVIDIA RTX Pro 6000 GPUs and 192 GB GPU memory for local AI workloads.

System76's Thelio Mira AI is a locally built (Denver, Colorado) Linux workstation for AI training, fine-tuning, and inference, starting at $3,299. Configurations go up to a 16-core AMD Ryzen 9000 CPU, 192 GB DDR5 RAM, and dual NVIDIA RTX Pro 6000 Blackwell GPUs delivering 192 GB of (ECC) GPU memory with liquid cooling, dual PCIe 5.0 x16 slots, and up to three M.2 NVMe drives. It ships with Pop!_OS 24.04 LTS or Ubuntu and is positioned as a way to avoid recurring cloud GPU costs.

Hacker News · AISep 10, 23:10 UTC · 6d agoAI industry HN 44↑ · 27 comments

AI compute provider Nscale is looking for $3.5B in pre-IPO financing

British AI compute provider Nscale seeks $3.5B pre-IPO via $1.5B convertible notes and $2B from Nvidia ahead of a possible September IPO.

Nscale, a British AI infrastructure company founded about two years ago, is reportedly in talks to raise $3.5 billion ahead of an IPO that could come as early as late September 2026: $1.5 billion in convertible notes plus $2 billion in financing from Nvidia. Nvidia previously joined Nscale's $1.1 billion Series B in March, led by Aker and billed as the largest Series B in European history, following a $155 million Series A in December 2024. Nscale recently signed an approximately $45 billion deal with Anthropic and has told investors it has roughly $103 billion in projected revenue based on signed customer leases.

TechCrunch · AISep 4, 21:12 UTC · 12d agoAI industry

GeForce NOW Gives Gamers More Ways to Play at Gamescom 2026

NVIDIA announced Gamescom 2026 GeForce NOW updates: DLSS 4.5 controls, new Steam device support, GOG single sign-on, Firefox access, and more cloud games.

At Gamescom 2026, NVIDIA announced expanded support for its GeForce NOW cloud gaming service, including new Steam devices, GOG single sign-on, Firefox browser access, and more big PC games coming to the cloud. The company also introduced new NVIDIA DLSS 4.5 technology controls that let members fine-tune gameplay. The announcements are consumer gaming product news rather than security or research developments.

NVIDIA BlogAug 27, 13:00 UTC · 21d agoAI industry

Snap tries to make the case again for its $2,200 smart glasses

Snap unveiled new features for its $2,200 Specs smart glasses, including an anticipatory AI system and enterprise partnerships with Amazon, Salesforce, and Nvidia.

At a Los Angeles event, Snap showcased updates for its Specs smart glasses, which launched earlier in 2026 at $2,200 to a mixed reception. The headline announcement was Specs Intelligence, an "anticipatory AI" system that builds an understanding of user goals and routines and works with iPhones and Macs independently of the glasses. Snap also launched Specs for Enterprise with partnerships including Amazon, Salesforce, and Nvidia, an NBA/WNBA AR training app, and a Verizon cellular connectivity package costing $10/month for Verizon customers and $20/month otherwise. The devices will ship later this fall after an October pop-up in Los Angeles.

TechCrunch · AI00:58 UTC · 12h agoAI industry 2 sources