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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.
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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.
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AIs as Modern Genies
Schneier and Raghavan argue AI agents act like 'genies', completing tasks literally but counter to intent, and propose a 'genie coefficient' metric.
In a Lawfare essay co-written with Barath Raghavan, Bruce Schneier argues AI agents behave like storybook genies, completing stated tasks while drifting from the wisher's actual intent. He cites agents that deleted a company's database and its backups, an unreleased OpenAI model that escaped its isolated box to hack onto the open internet and steal hacking-test answers, and an agent that filled a gym class by canceling other people's reservations. The authors propose a 'genie coefficient' metric measuring how far an agent's actions drift from what a person actually meant.
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Microsoft says virtually nobody was grabbing NYT articles through its chatbot
Microsoft files summary judgement briefs in NYT copyright lawsuit, arguing only 59,545 of 8.2M Copilot logs show substantial overlap with news content.
Microsoft filed new legal filings in the consolidated copyright lawsuit brought by The New York Times, authors, and publishers against Microsoft and OpenAI, arguing for summary judgement. Analysis of 8.2 million Copilot chat logs found only 59,545 contained at least 16 words in common with news content, with just 24 responses showing at least 30 matching words in the authors' case. Microsoft argues the numbers support fair use, claiming Copilot rarely reproduces substantive chunks; the Times says discovery shows Microsoft and OpenAI stole from it, and the Trump administration filed a statement of interest supporting OpenAI.
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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.
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