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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

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

ChatGPT Sketch turns your bad drawings into detailed AI images

OpenAI launched ChatGPT Images 2.5 with a Sketch feature that turns user doodles into images, plus 50% lower latency.

OpenAI released ChatGPT Images 2.5 and a new Sketch feature, activated by typing @Sketch, that lets users draw doodles inside ChatGPT and use them as image generation prompts. The update claims more natural lighting, richer textures, better multi-turn instruction following, and up to 50% latency reduction versus Images 2.0. Users can also leave inline comments on parts of an image to request specific edits. It is available for ChatGPT, ChatGPT Work, and Codex users on desktop, mobile, and web.

The Verge · AISep 8, 20:16 UTC · 8d agoAI industry1

Architecting memory and storage in the AI era

Analysis argues AI inference shifts data-center bottlenecks to memory and storage, urging balanced compute, memory, storage, and network architecture over raw compute.

MIT Technology Review, citing Tirias Research principal analyst Jim McGregor, argues that AI inference and agentic workloads make data movement the key constraint, elevating memory and storage from background hardware to strategic assets. The piece says RAG and real-time inference require continuous data retrieval and caching that legacy infrastructure cannot support. It frames infrastructure planning as a business decision balancing performance, efficiency, cost, and scalability in healthcare, finance, and customer-facing AI.

MIT Technology Review · AISep 4, 18:39 UTC · 12d agoAI industry

[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

Jalapeño’s first results show industry-leading speed and efficiency in AI inference

OpenAI's Jalapeño custom inference chip shows faster, more power-efficient inference with higher throughput and lower latency.

OpenAI announced first results for Jalapeño, its custom AI inference chip. The company claims industry-leading speed and efficiency, delivering higher throughput and lower latency for modern models compared with existing options. The chip targets more power-efficient serving of large models at scale.

OpenAI NewsAug 25, 07:00 UTC · 23d agoAI industry

[AINews] Andrew Ng gets into AI Engineering

Andrew Ng relaunches DeepLearning.AI around AI Engineering, defining four core skills from an analysis of 10,000+ job postings and expert interviews.

Andrew Ng, cofounder of Google Brain and Coursera, relaunched DeepLearning.AI with a focus on AI Engineering, basing the curriculum direction on an analysis of over 10,000 job postings plus interviews and surveys. He identifies four key skills: building and deploying AI applications, software engineering fundamentals, effective use of coding agents, and shaping the build with product sense. The Latent Space AI News issue also recaps agent ecosystem developments, including NVIDIA's 'Skill Lift' evaluation proposal showing skill scan scores correlate only weakly (Spearman rho = 0.14) with judged quality, and Konwinski's open-source persistent-agent 'microharness' Headlong, which achieved an unattended self-debugging repair in 48 minutes.

Latent SpaceAug 25, 02:50 UTC · 23d agoAI industry1

[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

Former OpenAI researcher builds an AI model that judges options instead of writing text

TypeSafe AI launches Jev, a judgment-only model built by ex-OpenAI staff that classifies inputs with 70-500 ms latency instead of generating text.

Startup TypeSafe AI, co-founded by former OpenAI researcher and InstructGPT co-author Diogo Almeida, introduced Jev, a model that scores developer-defined answer options with probabilities rather than generating free-form text. The company claims 70-500 ms responses, parallel multi-question evaluation, and $0.042 per million input tokens with free outputs, targeting request routing, sales intent scoring, and assistant guardrail checks. Benchmarks are self-built and not independently verified, the 'no hallucination' guarantee only covers output structure, and access is currently via waitlist.

The DecoderSep 16, 15:19 UTC · 22h agoAI industry

[AINews] Reality Checks on AI News (Yegge shuts down Gas Town, Databricks’ +60% Astra cost)

Latent Space AI news roundup: Steve Yegge shuts down Gas Town, Databricks reports 60% higher coding spend on GPT-6 Astra, OpenAI launches misalignment disclosure framework.

Latent Space's AI News digest for September 15-16, 2026 leads with Steve Yegge shutting down his Gas Town orchestrator despite spending thousands monthly on coding-agent subscriptions. Databricks rolled out GPT-6 Astra to roughly 3,500 engineers, reporting superior long-horizon performance over Opus 5 and Sol 5.6 but a ~60% increase in coding spend. OpenAI published a formal framework for disclosing model misalignment incidents with six case reports, while Microsoft and Google Research released safety papers on 'capability laundering' and the Fuse motive-inference benchmark. Xiaomi shared live RL training telemetry for MiMo-V2.6, estimated at $493k/day for the 1T-class Pro run.

Latent Space07:28 UTC · 6h agoAI industry

Coding Is Over. Get over It

A JPMorgan Chase engineer reflects on AI agents outpacing hand-coding, questioning ROI while predicting inference costs will become negligible.

A personal essay by a software engineer with 15+ years at JPMorgan Chase describes how AI coding agents now outperform him and have transformed his workflow. He argues AI ROI is unmeasurable, praises cheap small models such as GPT 5.6 Luna, and cites Claude Code head Boris Cherny's advice to discard AGENTS.md/Claude.md rule files. He contends coding is no longer scarce, worries entry-level jobs will be automated first, and predicts AI's bigger impact lies outside coding.

Hacker News · securitySep 12, 13:16 UTC · 5d agoAI industry HN 20↑ · 26 comments2

Introducing ChatGPT for Financial Services

OpenAI launches ChatGPT for Financial Services, pairing built-in market data with GPT-6 Astra for banking research workflows.

OpenAI introduced ChatGPT for Financial Services, a tailored ChatGPT Work experience shaped by design partners Morgan Stanley and Evercore, targeting investment banking and equity research. It bundles premium data from Daloopa, PitchBook, LSEG News, and Crunchbase hosted on OpenAI infrastructure with granular citations, optimized MCP connectors for S&P Global and FactSet, and 50+ connectors, plus planned entitlement integrations with S&P Capital IQ, LSEG, MSCI, Dow Jones Factiva, and Moody's. It runs GPT-6 Astra, which OpenAI claims is state of the art in information retrieval, financial reasoning, and artifact generation, and includes enterprise controls such as SAML SSO, SCIM, role-based access, and no default training on firm data.

OpenAI NewsSep 10, 07:00 UTC · 7d agoAI industry 2 sources

Gradium Launches Voice Design: Write a Prompt, Get a Brand New Synthetic Voice in Seconds

Gradium, a Kyutai spinout, launched Voice Design, generating custom synthetic voices from text descriptions in seconds across five languages.

Gradium, a Paris-based voice AI company spun out of Kyutai, launched Voice Design, which generates new synthetic voices from 1-500 character text descriptions in seconds without needing reference audio or speaker consent. The feature is live in the Gradium API and Studio, free on every plan including the free tier, and kept voices run on the standard streaming TTS endpoint at the same latency as catalog voices. Vendor-run blind pairwise listening tests across 7,627 comparisons report a 72.6% win rate, 13.6 points ahead of ElevenLabs at 59.0%, placing first in all five tested languages, with the largest margins on regional accents such as Quebecois French (97%).

MarkTechPostSep 9, 07:29 UTC · 8d agoAI industry1

[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