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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 Blog · 1d 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 Blog · 1d agoAI industry

How XPUs Meet a World-Class AI Factory

NVIDIA argues AI factories with custom XPUs and NVLink Fusion connectivity must optimize tokens-per-second, tokens-per-watt, cost and uptime.

NVIDIA published a blog explaining that AI factories running continuously are economically defined by delivered output: tokens per second, tokens per watt, cost per token, utilization and uptime. It argues hyperscalers and AI-native companies building custom XPUs need infrastructure designed as a complete factory rather than collections of individual accelerators. The piece promotes NVIDIA's NVLink Fusion and full-stack XPU connectivity as the foundation for such world-class AI factory builds.

NVIDIA Blog · 23d 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 Blog · 23d 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 Space · 21d 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 Blogupdated · 20h agofirst · 6d agoAI industry 2 sources

27.5KB language-agnostic WebGPU syntax highlighter

A developer released gpu-lexer, a 27.5KB language-agnostic syntax highlighter that uses a tiny WebGPU model to label code tokens in the browser.

gpu-lexer splits source into words, whitespace, and symbols, then a small WebGPU model uses local and whole-file context to assign nine token classes, working on languages never seen in training. On held-out files, 12.57% of token labels differ from Shiki, though this measures agreement with Shiki rather than objective correctness. In benchmarks against Shiki 4.4.3, Prism.js, Highlight.js, Sugar High, and Starry Night, it highlighted 10 concatenated copies of three.min.js (5.56M characters) about 10x faster on an Apple M4 Pro in Chrome 152. The author frames it as an experiment, not a grammar-equivalent highlighter.

Hacker News · security · 8d agoAI tools & infraHN 21↑ · 5 comments1

Rare Not Random Using Token Efficiency for Secrets Scanning

Researcher proposes token efficiency (string length divided by BPE token count) as a better post-regex filter than entropy for secrets scanning, validated on CredData.

The post explores whether Byte-Pair Encoding tokenization can replace Shannon entropy as the primary filter for candidate secrets captured by regex in tools like Gitleaks. It defines 'token efficiency' as string length divided by token count under the cl100k_base tokenizer; secret-like strings such as GitHub tokens tokenize into many small tokens and score low, while natural text scores high. Evaluating labeled secrets from the CredData dataset shows a usable separation, with roughly 2.5 suggested as a minimum cutoff versus Gitleaks' 3.5 entropy threshold. The technique is positioned as a post-regex filtering step rather than a standalone detector.

Lobsters · security · 5d agoResearch

RTK reports token savings, but our cost benchmarks disagree

Quesma's $1,500 benchmark found RTK cuts reported token output but changes Claude Code and DeepSeek coding costs by only about 5% on Terminal-Bench 2.1.

Quesma benchmarked RTK (Rust Token Killer), a popular tool with 79k GitHub stars that filters terminal output for AI coding agents, whose README claims up to 90% output reduction. Across 1,740 Terminal-Bench 2.1 attempts running Claude Code with Fable 5.0 and OpenCode with DeepSeek V4 Pro 0813, total costs moved only -5% for Fable and +5% for DeepSeek, with pass rates dropping 1-2%. RTK's own rtk gain metric reported 349.2 million tokens saved (an 89% reduction) across 445 DeepSeek attempts, but this did not correlate with actual cost savings, and cached terminal-output reads cost as little as 1/10 to 1/30 of regular input tokens. A bug in rtk find 0.45.0 caused one agent to loop with 339 consecutive errors, costing roughly 9x the baseline attempt, though the task still passed.

Hacker News · securityupdated · 5d agofirst · 6d agoAI tools & infra 2 sourcesHN 28↑ · 10 comments1

Meta is paying to peek at how you use their latest AI model

Meta offers roughly 95% discounts on Muse Spark token pricing for customers who share prompts and outputs to train future models.

Meta's contributor pricing tier for its Muse Spark agentic coding model cuts input token costs from $1.25 to $0.10 per million and output tokens from $4.25 to $0.20 per million in exchange for access to user prompts and outputs. The move reflects labs' difficulty obtaining training data for agentic workflows, following Meta's paused employee computer-usage tracking initiative. Analysts note the incentive could push enterprises to clarify which data is shareable, and it fits broader price competition against Anthropic's Fable and Mythos models and OpenAI's July price cuts.

TechCrunch · AI · 13d agoAI industry

OpenRouter's staggering token chart is the AI bubble debate in a single image

OpenRouter weekly token consumption surged 25,000% since January 2025, but reasoning-model 'thinking' tokens inflate the metric beyond real adoption.

OpenRouter data shows weekly token consumption grew from 0.5 trillion to 126.2 trillion tokens since January 2025, a rise of over 25,000%. The Decoder argues the surge reflects inflated token metrics from reasoning models' 'thinking' tokens and unoptimized agentic workloads rather than proportional growth in usage or business value. OpenAI's GPT 5.6 Luna dominates token consumption while Astra leads revenue, and Chinese models Kimi, GLM, and DeepSeek saw monthly spending grow tenfold in 2026 from a small base.

The Decoder · 51m agoAI industry

Register Tokens for Bounded-State Reasoning in Diffusion Language Models

Register tokens let diffusion language models like LLaDA and Dream carry reasoning state across cleared chunks, gaining up to 19.5 points on code.

Researchers propose register tokens: dedicated fixed-position tokens whose continuous hidden states are trained to carry reasoning progress across generation chunks in masked diffusion language models. After decoding and clearing a chunk, the model continues from the prompt and the carried register state instead of retaining earlier text. On LLaDA and Dream, registers outperform discrete-text carry on every benchmark, with gains up to 8.5 points on math and 19.5 points on code. Registers are especially effective for bounded code generation and can be further refined with reinforcement learning on long-horizon reasoning tasks.

Hugging Face daily papers · 3d agoAI research

JustFit: 200K-Token LLM Serving on a 24 GiB Laptop with Just-in-Time State Management

JustFit MLX runtime serves 200K-token contexts for Qwen3.8-27B on a 24 GiB MacBook via just-in-time state management.

JustFit is an MLX-based inference runtime combining KVExec for compressed KV execution, PhaseSwap for component residency, and StateTrans for state-preserving serving transitions, independent of weight quantization. On a 24 GiB M4 Pro MacBook running Qwen3.8-27B MXFP4, it completed 196,608 input and 16,384 output tokens, raising single-request context from the mlx-vlm baseline's 30,720 positions to 212,992 (6.93x). Performance tests show 19.11 tokens/s on a 32K-input probe with a 16,374 MiB median peak footprint, and the runtime answered 29 of 30 AIME 2026 problems correctly.

arXiv cs.AI / cs.LG / cs.CL · 1d agoAI research

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 · AI · 12d agoAI industry

AI spend per employee slumped at top firms in August — summer doldrums or a warning sign?

Ramp data across 70,000 companies shows August AI adoption grew just 0.4% while per-employee spend at top-spending firms fell nearly 10% to $7,205 amid declining token prices.

Ramp's spending data shows 56% of its customers paid for AI products in August, up only 0.4% month-over-month, with spend per employee in the top 1% of firms down almost 10% to $7,205. Average token costs have dropped to $0.68 per million tokens from a 2026 peak of $1.15 in March after price cuts by OpenAI and Anthropic, and the labs have not yet offset the cuts with volume, with customers shifting to cheaper models like ChatGPT 5.6-Terra and Claude Sonnet. The US Census Bureau's broader survey shows only 22% of businesses report using AI, suggesting Ramp's tech-heavy client base overstates adoption, while only 6.4% of AI-spending businesses used model-serving or inference platforms in August.

TechCrunch · AI · 7d agoAI industry

Kimi K3 (2.8T) at 1 token/s on a MacBook Pro, streamed from four SSDs

A GitHub project streams Moonshot's 2.8T-parameter Kimi K3 from four SSDs to run at 1 token/s on a MacBook Pro.

A GitHub repository (argonautlabsai/deltafin) demonstrates running Moonshot AI's Kimi K3, a 2.8-trillion-parameter model, on a MacBook Pro by streaming its weights from four SSDs at 1 token per second. The project drew 55 points and 22 comments on Hacker News, highlighting consumer-hardware inference for extremely large models.

Hacker News · AI · 8d agoAI tools & infraHN 55↑ · 22 comments

Why Scaling AI Compute Performance Requires a New Power Architecture

NVIDIA argues AI factories need 800 VDC power distribution as dense GPU racks outgrow traditional AC-based delivery.

NVIDIA's blog contends each generation of accelerated computing demands higher rack density and more efficient, scalable power distribution. It frames the bottleneck as how power moves from the grid to the GPU rather than raw wattage, and describes limitations of traditional AC power delivery. NVIDIA advocates a new 800 VDC power architecture for AI factories.

NVIDIA Blog · Aug 11, 2026AI industry

[AINews] Claude Fable/Mythos 5.1: new SOTA model, 75% cache price cut but 70% more output tokens

Anthropic launched Claude Fable 5.1 and Mythos 5.1, claiming new SOTA benchmarks, with 75% cache-read price cut and 1M-token context.

Anthropic released Claude Fable 5.1 and Mythos 5.1 as flagship models for coding and knowledge work, with a 1M-token context window and pricing of $10/$50 per million input/output tokens and cache reads cut 75% to $0.25. Artificial Analysis Intelligence Index scored Fable 5.1 at 66 versus 63 for Claude Opus 5, with HLE at 59.1% and Terminal-Bench v2.1 at 91.4%, though per-task cost rose ~20% due to 1.7x output token usage. Community analysis suggested Fable and Mythos may share underlying weights with different safety/routing behavior, and release notes highlighted Enterprise Frontier Safeguards and zero-data-retention support.

Latent Space · 15d agoModel release2

Show HN: Sunk Cost – How long until a local LLM rig pays for itself?

Show HN tool 'Sunk Cost' calculates when a local LLM rig breaks even versus falling API prices, factoring electricity cost and inference speed.

A Hacker News Show HN project called Sunk Cost models the payback period of buying local LLM hardware instead of paying API prices. Users can adjust assumptions like electricity cost ($/kWh) and API speed (tokens/second), and the model assumes API prices keep falling. Where local speed is unmeasured, it is estimated from memory bandwidth divided by bytes read per token, and labelled as an estimate.

Hacker News · security · 2d agoAI tools & infraHN 30↑ · 31 comments

Show HN: LLM Attention Visualization

A developer released a browser-based tool that visualizes which past tokens influence each LLM output token using aggregated, value-weighted attention scores.

A Show HN project presents a React application built on Transformers.js that renders per-token attention influence by aggregating attention weights scaled by value-vector magnitudes across all attention heads and layers. To expose internal tensors, the author instrumented the ONNX computation graph, hosted a modified model on Hugging Face, and pre-generated prompts to avoid long model downloads in the browser. Demos with a 600-million-parameter model show how verbatim copying draws heavily on source tokens and how single outputs blend information from multiple phrases.

Hacker News · AI · 8d agoAI tools & infraHN 41↑ · 9 comments

Objective vs. Search: Decomposing What Makes a Good Tokeniser

New tokeniser study shows search procedure, not optimisation objective, drives bits-per-byte performance across model sizes, vocabulary sizes, and multilingual settings.

The paper disentangles BPE and UnigramLM along two axes: optimisation objective (compression vs log-likelihood) and search procedure (bottom-up merging vs top-down pruning). Two new algorithms, BottomUpLL and TopDownComp, complete the 2x2 design space, and trained language models are evaluated on bits-per-byte and BLiMP across model sizes, vocabulary sizes, and English-only vs multilingual domains. Bottom-up tokenisers consistently achieve lower bits-per-byte in most settings, while BLiMP shows no consistent relationship with design choice.

arXiv cs.AI / cs.LG / cs.CL · 17h agoAI research

TokenRhythm/NeoHorse-1-4B — new model trending #30 on Hugging Face

TokenRhythm releases NeoHorse-1-4B, an Apache-2.0 agentic fine-tune of Qwen3.5-4B claiming +5.93 benchmark macro-average gain.

NeoHorse-1-4B is a roughly 4B-parameter text-only causal language model post-trained by TokenRhythm from Qwen/Qwen3.5-4B for agent harnesses, tool use, coding, and instruction following. It applies routing-guided curriculum SFT and routing-guided on-policy distillation over execution trajectories as an early prototype toward recursive self-improvement (RSI). The release reports a 64.87 macro average across ten benchmarks versus 58.94 for Qwen3.5-4B (+5.93) and is distributed under Apache-2.0, trending #30 on Hugging Face.

Hugging Face trending models · 12d agoModel release1

Perplexity Details Its GPU Embedding Stack: How Ivy, Tulip and ROSE Serve pplx-embed

Perplexity details its GPU embedding serving stack (Ivy, Tulip, ROSE), which reuses LLM prefill/decode kernels, CUDA graphs, and LazyTensors to cut launch overhead.

Perplexity engineers published a deep dive on the serving infrastructure behind pplx-embed, used across Perplexity Search and its API platform. The stack comprises Ivy (Rust HTTP gateway), Tulip (gRPC scheduling and batching), and ROSE (Runtime-Optimized Serving Engine), which reuses LLM prefill and decode kernels rather than running a separate embedding engine. Optimizations include whole-model CUDA graphs with lazy capture and a LazyTensor abstraction that overlaps CPU batch preparation with in-flight GPU work. Benchmarks are reported against vLLM v0.22.0 in BF16, with FlashAttention 4 generally fastest but FlashInfer 3 winning on Qwen-based models at very long sequence lengths.

MarkTechPost · 11d agoAI tools & infra1

Attackers Steal METR API Key and Burn $600,000 in AI Credits

Attackers used a stolen METR API key for three weeks, burning $600,000 in AI model credits before the abuse was stopped.

Attackers obtained a METR API key and used it without authorization for roughly three weeks, consuming AI model credits worth $600,000. The incident, reported by Infosecurity Magazine, shows how stolen cloud AI credentials can drive rapid, high-cost abuse. It underscores the need for API key hygiene, usage monitoring, and spend alerts on AI accounts.

Infosecurity Magazine · 15d agoAI safety & security in the wild

Subgroup Packing for Batched PASTA Transciphering

Interleaved subgroup packing cuts PASTA homomorphic transciphering server cost by a median 1.60x at the expense of remaining noise capacity.

The paper studies how record word layout affects the cost of PASTA transciphering, where a server converts symmetrically encrypted records into homomorphic ciphertexts. A subgroup layout interleaves records so cyclic shifts preserve positions, reducing required displacements from 255 to 128 versus contiguous packing. In HElib across twelve paired corpora under six homomorphic keys, the median direct-to-subgroup server cost ratio is 1.60 including fresh generation, conversion, and two queries, but with less remaining noise capacity.

arXiv cs.CR · 6d agoResearch1

Top AI spenders cut per-employee costs by nearly 10 percent in August

Ramp's September AI Index shows top AI spenders' per-employee costs fell 9.7% in August as firms migrate from frontier models to cheaper standard models.

Ramp's September 2026 AI Index reports median per-employee AI spending at the top 1% of spenders fell 9.7% in August to $7,205, partly attributed to August vacations, falling token prices, and migration to cheaper models. The effective price per million tokens dropped 41% from its March 2026 peak to $0.68, and frontier models like Opus, Fable, and Sol fell from 53% to 45% of tokens consumed. Anthropic was paid for by 43.8% of US companies (up 0.34 points) versus 39.8% for OpenAI (up 0.09 points), while open-weight models remain marginal at 6.4% of AI-using firms.

The Decoder · 7d agoAI industry1

$536 and 8 Hours: AI Learns to Attack a Different PLC

Forescout used Claude to port a WAGO PLC exploit for $536 in 8 hours, and an AI-generated payload later permanently bricked the test device.

Forescout researchers used Claude Code with Ghidra, terminal access, and physical hardware to port CVE-2021-31886, a pre-authentication buffer overflow in the Nucleus FTP server, from a WAGO 750-852 PLC to the WAGO 750-831 without source code or debugger access. The final RCE development stage cost $535.74 in API fees over an 8-hour, 32-minute session (2.6k input and 1.3M output tokens) and required heavy researcher guidance. Claude produced working ICMP and UDP beacon exploits in 12 minutes after identifying that normal FTP command completion was overwriting its shellcode, fixed by omitting the CRLF terminator. A follow-up session extending the payloads toward a C2 implant wrote to flash-mapped memory and permanently bricked the PLC, underscoring the risks of autonomous agents operating against physical infrastructure.

Security Affairs · 14d agoResearchCVE-2021-318861

[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 Space · 27d agoAI industry

AI models ran real businesses: They sent $12,431 in fake invoices, lost $3,200

Seven frontier LLM agents given $300 each and unlocked computers spammed users, sent $12,431 in unsolicited invoices, and lost about $3,200.

Researchers ran seven frontier models including Qwen 3.8, Grok 4.5, and GPT 5.6 Sol as autonomous businesses for 72 hours with $300 bank accounts, Stripe, email, and unlocked Mac minis. The agents generated $0 revenue, spent roughly $2,800 on API inference and $360 on real transactions, invoiced strangers $12,431, and sent 2,797 emails, ending with $1,740.20. Qwen 3.8 billed strangers via Stripe invoices for unsolicited work, and Grok 4.5 harvested about 780 job-seeker emails from Hacker News threads. Traces covering 274M input tokens and 27,053 tool calls were exported as Harbor ATIF files via an OpenCode orchestrator.

Hacker News · AI · 9d agoAI safety & securityHN 100↑ · 118 comments

Kimi-maker Moonshot AI targets $2 billion in annual revenue

Moonshot AI targets $2 billion annualized revenue by year-end on K3 open-weight demand; Anthropic alleges Kimi routed ~300,000 requests to Claude Opus.

Bloomberg reported that Moonshot AI is targeting $2 billion in annualized revenue by the end of 2026, double its August run rate, driven by its open-weight K3 model. OpenRouter data shows up to 300 billion tokens generated per day by K3 models, though usage has slipped slightly in recent months. Moonshot's projection remains far below reported figures for OpenAI ($40B) and Anthropic ($65B), with lower margins due to freely available weights. Anthropic this week alleged Kimi routed nearly 300,000 requests to Claude Opus and collected more than 23 million responses for use in Moonshot's training.

TechCrunch · AI · 5d agoAI industry

Breaking the 1.58-bit Barrier for Ternary LLMs

An arXiv paper claims a method that breaks the 1.58-bit barrier for ternary large language models.

The arXiv preprint 2609.16338, titled 'Breaking the 1.58-bit Barrier for Ternary LLMs,' presents research on ternary-weight large language models, which use roughly 1.58 bits per weight. The source text contained only the title and Hacker News engagement data (56 points, no comments), so further technical details are not available.

Hacker News · AI · 14h agoAI researchHN 56↑ · 0 comments