Search: “Silicon One”

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 · AI·Sep 4, 16:04 UTC · 12d agoAI industry

macOS 27 Golden Gate – Review

Ars Technica reviews macOS 27 Golden Gate, highlighting an unavoidable Apple Intelligence upgrade, new AFM 3 Core models, and dropped Intel Mac support.

macOS 27 Golden Gate delivers the first significant Apple Intelligence upgrade two years after launch, and the toggle to disable the AI features or delete downloaded models is gone. Apple Intelligence runs on a new AFM 3 Core model built in collaboration with Google, while the more capable AFM 3 Core Advanced requires an M3 chip and at least 12GB of RAM. The release drops all Intel Mac support, requiring Apple Silicon, with Sequoia security updates expected to end in fall 2027 and Tahoe's in 2028.

Hacker News · AI·Sep 16, 19:53 UTC · 16h agoAI industry 2 sourcesHN 45↑ · 28 comments

Microsoft’s Project Zenith is a ‘distraction-free Windows experience’ for developers

Microsoft branded its developer-optimized Windows setup Project Zenith, with 64GB+ memory devices from AMD that run 30B+ parameter AI models locally.

Microsoft named its developer-focused Windows configuration Project Zenith, targeting new hardware with 64GB or more of unified memory. AMD unveiled the first Project Zenith device at IFA, a miniature PC powered by Ryzen AI Halo chips, with more devices expected in the coming months. The setup ships with a preconfigured Windows install and preinstalled developer tools including Visual Studio Code, GitHub Copilot, PowerToys, WinAppCLI, and Windows Dev Skills. Microsoft says it lets developers run 30B+ parameter models locally and unmetered, reducing reliance on metered cloud tokens.

The Verge · AI·Sep 4, 10:44 UTC · 13d agoAI industry1

Meta’s AI agent Muse is now the No. 2 app in the US

Meta's agentic AI app Muse ranked No. 2 on the US iOS charts with 83,000+ downloads, trailing Threads and ChatGPT launch pace.

Sensor Tower data shows Muse was downloaded over 83,000 times on iOS in the US, climbing from 4th to 2nd on the App Store, but below Threads' 4.3 million launch-day downloads and ChatGPT's 500,000 first-week installs. The Android version ranks only No. 338 in the Productivity category on Google Play. Muse launched days after Meta's $18 billion multistate settlement over social media consumer harms. Rival agent Instinct, valued at $2.5 billion with $350 million available, recently added Stripe and 1Password integrations.

TechCrunch · AI·updated 07:28 UTC · 4h ago·first Sep 10, 19:50 UTC · 6d agoAI industry 11 sources1

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 Blog·Sep 15, 16:55 UTC · 1d agoAI industry

[AINews] Fal’s H3 Max Live breaks the infinite videogen barrier

Fal post-trained MiniMax H3 into a 'Max' variant with 35x-faster inference, enabling faster-than-realtime AI video generation and infinite streams.

Fal post-trained MiniMax's H3 model into a 'Max' variant and optimized it for its in-house inference engine, achieving roughly 35x the speed of the official endpoint. The optimization enables faster-than-realtime video generation, demonstrated by an infinite interactive AI-generated stream productized by levels.io. The roundup also notes Meta Muse Code's general availability with an SDK, open DeepSeek-V4-Flash-Vision-Exp weights, GLM-5.3-Flash's strong agentic cost/performance rankings, and Tencent's 770B-parameter Hy4 Preview MoE with 49B active parameters.

Latent Space·Sep 1, 04:36 UTC · 16d 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 Blog·updated Sep 16, 15:00 UTC · 21h ago·first Sep 10, 13:00 UTC · 6d agoAI industry 2 sources

Cloudflare raises $150M and strengthens its board of directors

Help Net Security·Mar 14, 00:00 UTC · Mar 14, 2019AI 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 Blog·Sep 3, 16:00 UTC · 13d agoAI industry

Building the materials foundation for AI

Syensqo's CTO says AI pushes semiconductors and data centers to physical limits, driving advanced materials demand and AI-accelerated materials discovery.

MIT Technology Review's Business Lab podcast, produced in partnership with Syensqo, features CTO Mike Finelli discussing how AI workloads push semiconductors and data centers to physical limits in performance, thermal management, and reliability. Syensqo develops high-voltage data center materials, semiconductor sealing materials, and immersion cooling fluids, while using AI agents to digitally synthesize millions of molecular combinations and predict performance before lab testing. Finelli describes a reinforcing cycle where AI improves materials that in turn enable better AI infrastructure.

MIT Technology Review · AI·Sep 16, 12:47 UTC · 23h agoAI industry1

What must happen for AI’s trillion-dollar gamble to pay off

Hyperscalers need 2.7x productivity gains by 2030 to justify nearly $1.1 trillion in AI data center spending, or risk bankruptcy and capital misallocation.

Wharton finance professor Jessica Wachter estimates hyperscaler AI expenditure will reach nearly $1.1 trillion through 2027 and that a 2.7x productivity increase is needed to break even by 2030. AI revenues of roughly $150-200 billion this year fall far short of about $750 billion in annual spending, with total investment from Alphabet, Microsoft, Amazon, Meta, and Oracle potentially exceeding $5 trillion over four years. Alphabet reported its first free cash flow deficit (about $5.9 billion) since its 2004 IPO due to AI infrastructure costs. Researchers warn that failed demand could make the buildout the largest capital misallocation in history, with depreciating GPU chips risking stranded assets.

MIT Technology Review · AI·Sep 15, 10:00 UTC · 2d agoAI industry

Tell HN: OpenAI brings back 5 hour limit for plus and business standard users

OpenAI reinstated a 5-hour usage limit for Plus and Business Standard subscribers, sparking Hacker News debate about subsidized inference pricing and subscription value.

A Hacker News discussion reports that OpenAI has brought back a 5-hour usage limit for Plus and Business Standard users. Commenters debated whether cheap tokens are a subsidized customer acquisition strategy, whether AI companies have sustainable margins on inference, and how switching costs between providers affect dependency. The thread reflects community sentiment on pricing and usage caps rather than an official policy announcement.

Hacker News · security·Sep 7, 16:40 UTC · 9d agoAI industryHN 126↑ · 142 comments

ASML locks in TSMC, Samsung, and Intel while Huawei races to break its grip

ASML secures TSMC, Samsung, and Intel commitments for twelve-inch photomasks while Huawei funds China's DUV lithography push to bypass export controls.

ASML, the world's only EUV lithography maker, has locked in commitments from TSMC, Samsung, and Intel to move photomasks from six-inch to twelve inches, which ASML CTO Marco Pieters says could raise High-NA throughput by 40 percent; TSMC and ASML plan a test line by 2031 with production on High-NA tools by 2033. Meanwhile Huawei is orchestrating China's push to build DUV lithography equipment and reduce dependence on ASML, centered on Shanghai equipment maker Yuliangsheng, with SMIC testing the machines and Huawei's Habo fund backing Zeiss rivals and light-source developers. Bernstein analysts note the main bottlenecks remain projection lenses and light sources.

The Decoder·Sep 8, 15:11 UTC · 8d agoAI industry

Anthropic CEOs wife once asked Epstein to fund porn venture – now steers Claude

Anthropic CEO Dario Amodei's wife Cami Clark once pitched Jeffrey Epstein to fund her porn startup and now informally advises the AI lab.

A Wall Street Journal report, republished by the New York Post, details the previously low-profile past of Cami Clark, wife of Anthropic CEO Dario Amodei. Before marrying Amodei in 2022, Clark co-founded a 'luxury porn' startup called Eddice and in 2012 unsuccessfully pitched Jeffrey Epstein for investment, who declined with 'Can't do sex TV.' Clark previously dated Google co-founder Eric Schmidt for about three years and later introduced him to Amodei; Schmidt became one of Anthropic's key early investors in 2021. Though Clark holds no official role at Anthropic, she reportedly acts as Amodei's strategic adviser and networker as the company moves toward a public listing that could top $2 trillion this fall.

Hacker News · security·Sep 10, 22:38 UTC · 6d agoAI industryHN 20↑ · 0 comments

Anthropic’s $2 trillion IPO puts powerful external trustees in spotlight

Anthropic's $2 trillion IPO spotlights its external trustee governance, removable only by an 85% shareholder supermajority that may shift post-listing.

Anthropic's reported $2 trillion IPO is drawing scrutiny of its unusual governance, in which external trustees guard the company's mission and can only be removed with 85% shareholder voting power, a threshold that could change once it goes public. Compared with OpenAI's 2023 board crisis, Anthropic's structure is seen as less risky because it includes a built-in mechanism for shareholder intervention. Early investors knowingly backed the structure, citing its safety emphasis, but experts including Harvard's Fried urge public-market investors to scrutinize and price these arrangements before IPOs.

Ars Technica · AI·Sep 4, 16:22 UTC · 12d agoAI industry

Microsoft’s Project Zenith puts large AI models directly on developer PCs

Microsoft's Project Zenith delivers a ready-to-code Windows 11 experience running 30B+ parameter AI models locally on 64GB+ unified-memory PCs, starting with AMD Ryzen AI Halo.

Project Zenith is a preconfigured Windows 11 developer experience for PCs with at least 64 GB of unified memory and 250 GB/s or higher memory bandwidth, capable of running AI models with more than 30 billion parameters locally without metered cloud tokens. First systems are powered by AMD Ryzen AI Halo, with additional OEM and silicon partner devices expected in coming months. The environment ships with WSL and Linux containers, pinned developer tools, and day-one AI agent security features including OS-enforced agent identity and containment through Microsoft Execution Containers (MXC).

Help Net Security·Sep 8, 04:30 UTC · 9d agoAI industry1

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 Blog·Sep 15, 16:55 UTC · 1d agoAI industry

Snowflake and AWS expand partnership to drive customer-focused innovation

Help Net Security·Mar 5, 00:00 UTC · Mar 5, 2023AI industry

Y Combinator’s Garry Tan wants U.S. open-weight AI labs to ‘distill’ frontier models, too

Y Combinator CEO Garry Tan urges US open-weight labs to distill frontier models and regulators to stay out, countering Anthropic's crackdown calls.

Y Combinator CEO Garry Tan told CNBC he would "do nothing" about Chinese labs distilling frontier models and floated an "American distillation regime" letting US open-weight labs do the same to American frontier labs. Anthropic this week released its second report alleging Chinese labs conduct "illicit distillation attacks" using hidden identities, fraud, and stolen credentials, and CEO Dario Amodei has called for US regulators to crack down. Tan argued closed labs cannot dictate what customers do with API outputs, noting frontier labs trained on copyrighted material without permission, and called a single monolithic proprietary provider the true AI doomer scenario.

TechCrunch · AI·Sep 11, 20:59 UTC · 5d agoAI industry

Arm Mali G2-Ultra NX GPU: desktop-class mobile gameplay with AI-native graphics

Arm unveiled Mali G2-Ultra NX, its first AI-native mobile GPU with in-shader neural acceleration, third-gen ray tracing, and up to 24% higher benchmark performance.

Arm announced the Mali G2-Ultra NX, the first AI-native Mali GPU, integrating neural accelerators directly into shader cores alongside a new execution engine and third-generation hardware ray tracing. It introduces Neural Super Sampling (NSS), Neural Frame Rate Upscaling (NFRU), and Neural Super Sampling and Denoising (NSSD); the Neural Dawn demo with Sumo Digital showed up to 4x performance efficiency and 70% lower external memory traffic versus native rendering. Arm claims up to 24% higher benchmark performance, 13% lower DRAM traffic on ray tracing benchmarks, and up to 120 FPS with NFRU. Over 14 billion Mali GPUs have shipped to date.

Hacker News · AI·Sep 8, 04:06 UTC · 9d agoAI industryHN 71↑ · 53 comments1