Tendance des mentions — 20 derniers numéros

Actus en direct (76)

Nvidia Joins Wall Street Consortium on $500B AI Infrastructure Financing Package

ft.com · 2026-08-10 · Score : 23

Apollo's Torsten Slok Says AI Boom's Profits Are Funded by Investors, Not Customers

fortune.com · 2026-08-10 · Score : 22

AI Cloud Provider Lambda Raises $917M Leveraged Loan to Fund $1.3B Nvidia GPU Lease

bloomberg.com · 2026-08-10 · Score : 23

SCMP: China's Top AI Labs Still Train on Nvidia Chips as Huawei CANN Switch Adds 50%+ in Cost

scmp.com · 2026-08-10 · Score : 21

TSMC July Sales Jump 45% YoY to NT$467.6B as AI Chip Demand Roars On Through Bubble Jitters

bloomberg.com · 2026-08-10 · Score : 23

US BIS Opens Review of Chinese Firms' Offshore Access to Nvidia Chips After Kimi K3 Breakthrough

bloomberg.com · 2026-08-07 · Score : 27

NVIDIA Open-Sources NOOA, an Object-Oriented Agent Framework That Hits 82.2% SWE-Bench Verified at Half the Tokens

marktechpost.com · 2026-08-07 · Score : 26

Nvidia to Invest Up to $3B in Lancium, Taking ~20% Stake in Stargate Power Developer at $10B EV

theinformation.com · 2026-08-07 · Score : 23

Forbes: DDN Revenue to Double to $1B in 2026 as Blackstone-Backed Storage Firm Powers xAI, Nvidia AI Buildouts

forbes.com · 2026-08-06 · Score : 22

Nscale Tells IPO Investors It Has $51B in Backlog Contracts and $100M+ Q2 Revenue, Targets September Listing

bloomberg.com · 2026-08-06 · Score : 23

ALERTE Ooredoo, Nvidia and Nokia Launch $800M+ Zankore Neocloud Targeting 1 GW in Indonesia

fortune.com · 2026-08-06 · Score : 29

Nvidia Tests Three Lower-Memory Rubin Ultra Variants to Ease HBM Supply Squeeze

theinformation.com · 2026-08-06 · Score : 23

ALERTE Mistral Open-Sources Shieldstral, a 3B Multimodal Safety Classifier It Says Matches Models 7x Larger

mistral.ai · 2026-08-04 · Score : 30

Nvidia Open-Sources Alpamayo 2 Super, a Frontier Reasoning Model for Robotaxis and AVs

blogs.nvidia.com · 2026-08-04 · Score : 26

Huawei's Chip Scientist Liao Heng Warns Nvidia, TSMC Approaching 'Avalanche' at Transistor Physical Limit, Touts Tau Scaling Law

bloomberg.com · 2026-08-04 · Score : 23

NVIDIA Ships Open-Weight Nemotron VoiceChat 11B, First Open Full-Duplex Model With Live Tool Calling

huggingface.co · 2026-08-03 · Score : 27

Sequoia Leads $1B Series B in Nuclear Startup Valar Atomics at $6B, Powering Nvidia AI Data Center

thenextweb.com · 2026-08-03 · Score : 26

Nikkei: Central Asia's AI Data-Center Race Opens With Uzbekistan TAS-1 and Kazakhstan Nvidia Buildouts

asia.nikkei.com · 2026-08-03 · Score : 16

Bloomberg: Moonshot's Kimi K3 Runs on 20,000 Nvidia Chips Rented Through Alibaba, Sources Say H200s

bloomberg.com · 2026-07-31 · Score : 23

TSMC Pilots CoPoS Rectangular-Panel Packaging to Blunt Intel's EMIB and Break AI-Chip Capacity Ceiling

theinformation.com · 2026-07-30 · Score : 23

FT Q&A: CuspAI's Max Welling Builds AI Materials Foundry With Hinton and LeCun on Advisory Board

ft.com · 2026-07-30 · Score : 21

NVIDIA and Weizmann Ship Parallel Decoding Distillation, Predicts Multiple Denoising Steps in One Pass

huggingface.co · 2026-07-28 · Score : 24

SK Hynix Q2 Revenue Triples to 79.3T Won on HBM4 Mass Shipments, Misses Analyst Estimate

cnbc.com · 2026-07-29 · Score : 21

FT: CDS on Oracle, SpaceX, Alphabet and Nvidia Hit Record Highs as AI-Debt Anxiety Broadens

ft.com · 2026-07-28 · Score : 21

The Information: Moonshot Seeks More Nvidia Blackwell Chips to Train Larger Kimi K4 Model

theinformation.com · 2026-07-28 · Score : 22

Nvidia Named as Tenant of $19.6B Hut 8 Beacon Point Lease, Rising to $50B With Renewals, for 1 GW Texas Campus

ft.com · 2026-07-28 · Score : 23

Taiwan Raids Nvidia Employee's Home in Probe of Alleged AI-Chip Smuggling to China

bloomberg.com · 2026-07-28 · Score : 22

Apple Retakes World's Most Valuable Company Crown at $4.9T as Investors Reward AI Capex Restraint

9to5mac.com · 2026-07-27 · Score : 20

NVLabs Ships Sol-Attn, Training-Free Sparse Attention That Speeds Wan 2.1 and HunyuanVideo Inference 2-5x

huggingface.co · 2026-07-27 · Score : 19

Nvidia's $750B AI Deal Push Revives Circular-Financing Fears, Sends Its CDS to a Record Spike

bloomberg.com · 2026-07-27 · Score : 22

ALERTE Nvidia Takes Multibillion-Dollar Stake in Sutskever's Safe Superintelligence, Order-of-Magnitude Compute Boost

techcrunch.com · 2026-07-27 · Score : 35

ALERTE Nvidia Launches Open Secure AI Alliance With 40+ Firms Including Microsoft, IBM, SpaceX; Meta Absent

blogs.nvidia.com · 2026-07-27 · Score : 31

Nvidia in Talks to Guarantee $250B of Financing for OpenAI's 10 GW Ohio Data Center Lease

wsj.com · 2026-07-26 · Score : 23

Nvidia Open-Weights Letter Doubles to 50 Signatories in a Day, OpenAI and Google Join While Anthropic and Amazon Stay Out

forbes.com · 2026-07-25 · Score : 22

Nvidia's SANA-Video 2.0 Mixes Linear and Softmax Attention, Claims 120x Speedup Over Wan 2.2 on a Single H100

arxiv.org · 2026-07-23 · Score : 21

Meta, Nvidia, Microsoft, IBM, Palantir Sign Open Letter Urging Congress Not to Curb Open-Weight AI

cnbc.com · 2026-07-24 · Score : 23

WSJ: China's Vice Premier Warns Domestic AI Firms Any Resistance to Local Chips Is 'Treasonous'

wsj.com · 2026-07-23 · Score : 22

Foundation Picks AMD Ryzen AI Embedded X100 Over Nvidia for Its Phantom Humanoid Robots

forbes.com · 2026-07-23 · Score : 22

US Commerce BIS Opens Formal Probe Into Chinese AI Firms' Access to Restricted US Chips

theinformation.com · 2026-07-23 · Score : 23

Wistron Opens $700M D1 AI Factory in Fort Worth, First US Site to Mass-Produce Nvidia GB300 Grace Blackwell Superchips

cnbc.com · 2026-07-21 · Score : 23

Google and Nvidia Partner With Munich's Microagi to Supply Compute for Humanoid-Robot Training

semafor.com · 2026-07-21 · Score : 22

Jensen Huang Tells Axios Chinese Open-Source Models Are 'Excellent' and Should Be Used, Pushing Back on Kimi K3 Panic

axios.com · 2026-07-22 · Score : 23

ALERTE Nvidia Details Vera CPU: 88 Custom Olympus Cores, 176 Threads and 1.2 TB/s LPDDR5X for Agentic AI

servethehome.com · 2026-07-21 · Score : 30

Bristol Myers Squibb Becomes First Life Sciences Firm to Buy Nvidia's DGX Vera Rubin Supercomputer

statnews.com · 2026-07-20 · Score : 26

WSJ: Retail Traders Rotate Out of Mag Seven Into AI-Adjacent Names Like SK Hynix and Marvell as Five of Seven Trail the Market YTD

wsj.com · 2026-07-20 · Score : 20

Bloomberg: Big Tech Needs to Justify AI Spending as Investors Dump Stocks, Nasdaq 100 Sheds 4.1% and Chips Fall 10% in Worst Week Since April

bloomberg.com · 2026-07-19 · Score : 22

Bloomberg: Zhongji Innolight Kicks Off Roadshow for Up to $8B Hong Kong IPO, Would Be City's Largest Since Alibaba's 2019 Debut

bloomberg.com · 2026-07-20 · Score : 22

Beijing Blasts NDAA Bills That Would Codify AI Overwatch, Match and Chip Security Acts Into US Law

scmp.com · 2026-07-17 · Score : 20

NVIDIA Ships Nemotron 3 Embed 8B, Ranks #1 on RTEB Retrieval Benchmark at 78.5%

marktechpost.com · 2026-07-17 · Score : 26

Alibaba's T-Head Open-Sources SAIL AI Chip Software Stack at WAIC to Challenge Nvidia CUDA

scmp.com · 2026-07-18 · Score : 21

Nvidia's Vera Rubin Platform Claims 10x Lower Inference Token Cost, 4x Fewer GPUs for MoE Training Than Blackwell

blogs.nvidia.com · 2026-07-17 · Score : 22

ALERTE Japan and Nvidia Launch 27,500-GPU Noetra Sovereign AI Factory Backed by ¥1T Government Fund

asia.nikkei.com · 2026-07-17 · Score : 32

Apple briefly overtakes Nvidia as world's most valuable company at ~$4.88T as AI trade rotation intensifies

macrumors.com · 2026-07-17 · Score : 19

Fireworks Raises $1.5B at $17.5B Valuation on $1B+ Annualized Revenue — Nvidia-Backed AI Inference Cloud Doubles Valuation From May's $15B Talks

cnbc.com · 2026-07-16 · Score : 23

ALERTE NVIDIA Ships 4B-Parameter Cosmos 3 Edge World Model on Nemotron for Jetson Thor and RTX/DGX — 22 Japanese Robotics Giants Including FANUC, Yaskawa, Kawasaki, Sony, SoftBank, Honda R&D, Fujitsu, Hitachi, NEC, Kubota Join NVIDIA Cosmos Coalition; New Metropolis Libraries Claim 6x Faster Vision AI Development

nvidianews.nvidia.com · 2026-07-15 · Score : 30

TSMC Q2 2026 Revenue Hits Record NT$1.27 Trillion (~$39.62B), Up 36% YoY and Above Guidance — CoWoS Advanced Packaging Reportedly Sold Out Through End of 2026 With Lead Times Stretching Into 2027 as AI Infrastructure Demand Remains Supply-Constrained

cnbc.com · 2026-07-16 · Score : 23

Cadence Ships AuraStack AI Super Agent — Agentic PCB and Advanced-Packaging Platform Claims 15X Productivity Gain and 2X Time-to-Market, With Nvidia, TSMC, Schneider Electric, Socionext and Forvia Hella as Named Early Users; Forvia Cut Component Placement From 4 Days to 4 Minutes

theregister.com · 2026-07-15 · Score : 26

US Commerce Under Secretary Jeffrey Kessler Says 'Trivial' Number of Nvidia H200 AI Chips Already Shipped to China After License Approval — Declines to Specify Volume or Buyers

bloomberg.com · 2026-07-14 · Score : 23

Kalshi Launches First Forward Curve and Event Contracts for AI Compute — CFTC-Regulated Market Lets Users Trade Future H100/H200/B200/RTX 5090 Rental Prices Settled via Ornn AI's Spot Index (H100s Currently $1.70/hr)

bloomberg.com · 2026-07-14 · Score : 22

ALERTE Reflection AI Signs $1B+ Multi-Year Compute Deal With Nebius for Nvidia GB300 Access — Follows June SpaceX ~$150M/Month Contract, Cements Ex-DeepMind Startup's $8B Valuation as Leading US Open-Weights Challenger to Chinese Models

techcrunch.com · 2026-07-14 · Score : 28

TSMC June Revenue Jumps 67.9% YoY to NT$442.68B, H1 2026 Sales Up 35.6% to NT$2.40T — Company on Track for $40B+ in 2026 AI Chip Revenue as It Notifies Nvidia, Apple and AMD of 5–10% Price Hikes on 3nm/5nm/7nm

cnbc.com · 2026-07-13 · Score : 21

Robot.com Launches R-noid Humanoid With Field Foundation Model 'Autonomy Brain' From FieldAI — 19 Deployable Tasks Across Restaurant, Packing, Picking, Folding and Hosting via 8-12 Week RaaS Onboarding

roboticsandautomationnews.com · 2026-07-13 · Score : 20

FT: Nvidia More Than Halves Authorized Asia Buyer List, Institutes New White List Across Singapore, Malaysia and Japan to Choke China Chip Smuggling

ft.com · 2026-07-13 · Score : 23

Nvidia Automotive Chief Xinzhou Wu Tells The Verge He Meets Weekly to Fight Colleagues for GPU Access, Says Mainstream Level 4 Autonomy Arrives in Consumer Cars in Under 5 Years and Mercedes ADAS Ships Fleet-Wide by End of 2026

theverge.com · 2026-07-13 · Score : 19

Apple's $600B Rally Since June 25 Fueled by Traders Fleeing AI Data Center Selloff — Stock Now Best Magnificent Seven Performer in 2026

bloomberg.com · 2026-07-13 · Score : 22

SK Hynix CEO Warns of 'Worst-Ever' Memory Shortage in 2027, Says AI Demand Will Outstrip Supply Beyond 2030 — Comments Come on Day of Nasdaq Debut

reuters.com · 2026-07-10 · Score : 23

Databento Raises $97M Series B Led by NEA to Rival Bloomberg — 24 Employees, Profitable Every Month, Customers Include Nvidia and OpenAI

fortune.com · 2026-07-09 · Score : 26

WildCity Paper: May Mobility + NYU + Nvidia + Stanford Release First City-Scale Multimodal Dataset — 18 Autonomous-Fleet Trajectories Averaging 83.7km Each Enable Closed-Loop Urban Digital Twins

huggingface.co · 2026-07-08 · Score : 17

Positron in Talks to Raise ~$750M in Two Tranches at $3.5B → $5B Valuations — Nvidia-Rival Inference Chip Startup Nearly Quintuples From Its February Series B Unicorn Mark

bloomberg.com · 2026-07-08 · Score : 23

Nvidia's $1 Trillion Market Cap Slide Sends Valuation Below Pre-AI-Boom Levels — 16% Off May All-Time-High, 18x Forward Earnings the Lowest Since 2019

bloomberg.com · 2026-07-08 · Score : 23

ALERTE China Plans to Let Alibaba, ByteDance and DeepSeek Buy Limited Amount of Nvidia H200 Chips — Total Approvals Capped Under 200,000 Units

theinformation.com · 2026-07-08 · Score : 34

Nikkei Asia: AI Data Center Boom Reshapes Global CPU Battle — Nvidia, Qualcomm, MediaTek Now Squeezing Intel and AMD

asia.nikkei.com · 2026-07-08 · Score : 20

CNBC: Chinese Lidar Maker Hesai Expands in US Despite Pentagon Blacklist via Deeper Nvidia Partnership — Security Officials Warn of Cyber, Data-Backdoor Risks in Autonomous Vehicles

cnbc.com · 2026-07-07 · Score : 22

Nvidia Ships Nemotron-Labs-Diffusion — Tri-Mode 3B/8B/14B Family Unifies AR, Diffusion, and Self-Speculation in One Architecture, 6× More Tokens/Forward Than Qwen3-8B

huggingface.co · 2026-07-07 · Score : 19

Nvidia and Microsoft-Backed d-Matrix Unveil Joint AI Chip System — Nvidia Blackwell Paired With d-Matrix Corsair Inference Accelerator in Single Rack

theinformation.com · 2026-07-07 · Score : 22

Show HN: NanoEuler — GPT-2 Scale Transformer Built in Pure C/CUDA From Scratch, Zero External Dependencies

github.com · 2026-06-29 · Score : 16

Numéros de la newsletter (39)

#519 AI agents crossed the line 19 times in UK safety tests

2026-08-06 · 1 mentions

#517 What Happens When AI Runs Out of Content to Steal?

2026-07-29 · 4 mentions

#515 China's AI is redrawing the AI race

2026-07-20 · 2 mentions

#512 Robotics Is Moving Fast: IPOs, New Models, and Smarter Robots

2026-07-09 · 3 mentions

#508 The Cutting Edge, Across the Board

2026-06-28 · 3 mentions

World Models: $610M Bets the World Is Not a Token

2026-06-21 · 4 mentions

AI in Marketing: L'Oréal just made ChatGPT its storefront

2026-06-21 · 3 mentions

Deep Learning: a 744B open model just lapped the labs

2026-06-21 · 5 mentions

Machine Learning: a 744B model ran across six states on raw WAN

2026-06-21 · 8 mentions

AI Applications: HSBC will only ship AI that returns $100M

2026-06-21 · 3 mentions

#505 100 years from now : The Last War Between Countries

2026-06-19 · 1 mentions

#502 Your AI can now spend your money — Visa wired it into ChatGPT

2026-06-11 · 1 mentions

#500 $1.3 trillion vanished Friday. Bubble, or just profit-taking?

2026-06-07 · 1 mentions

#498 Anthropic files for an IPO. NVIDIA ships its stack.

2026-06-01 · 12 mentions

AI in Business: Anthropic at $900B as Meta funds AI by firing 8,000

2026-05-26 · 2 mentions

Deep Learning: 4-bit pretraining just matched FP8 at scale

2026-05-26 · 4 mentions

Robotics: Wayve's end-to-end driver lands in Jeeps and Rams

2026-05-26 · 1 mentions

World Models: Google Ships Omni, and the LLM Monopoly Cracks

2026-05-26 · 2 mentions

AI Geopolitics: America said yes to chips, China said no

2026-05-21 · 2 mentions

Frontier Research: reasoning is leaving the token stream

2026-05-21 · 1 mentions

Machine Learning: nobody trained bigger, everyone shrank the cache

2026-05-21 · 1 mentions

World Models: Google's Genie now simulates real streets, not just dreams

2026-05-21 · 3 mentions

AI in Business: $2.59T will be spent, 80% can't prove it works

2026-05-21 · 4 mentions

#494 SpaceX wants $80 billion. OpenAI wants a trillion.

2026-05-21 · 2 mentions

#490 Anthropic just had AI's biggest week of 2026

2026-05-07 · 1 mentions

#489 PE built AI's new distribution layer

2026-05-04 · 4 mentions

ML this week: open weights closed the gap from underneath

2026-04-25 · 3 mentions

#485 When AI teaches AI, it teaches in secret

2026-04-19 · 5 mentions

World Models: Forrester just made physical AI Tier 1

2026-04-18 · 4 mentions

Deep Learning: Mamba-3 halves the state. SSMs win again.

2026-04-18 · 4 mentions

AI Geopolitics: The chip war is now slowing the US too

2026-04-18 · 3 mentions

Frontier Research: Transformers just failed a forecast proof

2026-04-18 · 1 mentions

Robotics: A humanoid you can buy for $42,000

2026-04-18 · 1 mentions

Machine Learning: The dataset just became the alignment lever

2026-04-18 · 13 mentions

#477 Jensen Huang says we've achieved AGI. The benchmarks say 0.37%.

2026-03-31 · 1 mentions

#476 Weekly Intelligence Briefing: Tech, AI & Policy

2026-03-27 · 3 mentions

#458 Issue #458: From

2025-12-16 · 2 mentions

#462 Issue #462: Is AI spending crashing ? Where is the ROI?

2026-01-29 · 2 mentions

#467 Issue #467: Anthropic has receipts. And nobody wants to pay for AI.

2026-02-26 · 4 mentions