Tendance des mentions — 20 derniers numéros

Actus en direct (68)

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

HF Paper 'Nemotron-Labs-Audex-30B-A3B' — Unified Audio-Text LLM Trained on 157B Audio + 320B Text Tokens Hits SOTA on Audio/Speech Tasks Without Regressing on Text

huggingface.co · 2026-07-06 · Score : 19

Bloomberg Intelligence Survey: Chinese Firms Plan to Route 46% of AI Accelerator Budget to Domestic Chips in Next 12 Months, Up From 30% — 80% Say Total Infra Spending Is Over Budget

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

UK's Nscale Locks In $900M Line of Credit From Nvidia-Backed Consortium for European, US and APAC Data Center Buildout

wsj.com · 2026-07-07 · Score : 23

Reuters: DeepSeek in Early Stages of Developing Its Own Inference-Focused AI Chip to Reduce Nvidia and Huawei Reliance

reuters.com · 2026-07-07 · Score : 23

Stanford + Berkeley + Nvidia Paper 'LLM-as-a-Verifier': Continuous-Score Framework Hits 86.5% on Terminal-Bench V2, 78.2% on SWE-Bench Verified, 87.4% on RoboRewardBench Without Extra Training

arxiv.org · 2026-07-06 · Score : 22

China's GPU Champion Biren Raises HK$7B (~$892.5M) in Hong Kong Share Sale to Fund Next-Gen GPU Mass Production — Stock Up 150%+ Since January IPO

scmp.com · 2026-07-06 · Score : 27

SemiAnalysis: Nvidia Delays Next-Gen Kyber NVL144 Rack System by 12+ Months to 2028 on PCB Midplane Manufacturing Issues, Cancels NVL72x2 Back-to-Back Architecture

cnbc.com · 2026-07-06 · Score : 23

WSJ Feature: Nvidia, Neura Robotics, and Others Race to Build Full-Stack Safety Systems for Humanoid Robots as Bipedal Fall Risk Blocks Deployment Near Humans

wsj.com · 2026-07-05 · Score : 19

Nvidia Research Unveils HORIZON — Hands-Free Hardware-Design Agent That Uses Git Worktrees as Its Substrate, Hits 100% Pass Rate on RTL Benchmarks

marktechpost.com · 2026-07-04 · Score : 18

Bloomberg: AI Factories Are Forcing a $220B+ Power Equipment Market Reshuffle — Schneider, Siemens Race to Redesign for 300kW Rubin Racks and 1MW Chips

bloomberg.com · 2026-07-03 · Score : 20

Micron Breaks Ground on $9.3B Hiroshima HBM Factory Expansion — First Shipments Targeted for Summer 2028, Japan Kicks In Up to ¥500B ($3.2B) in Subsidies

bloomberg.com · 2026-07-04 · Score : 22

Bloomberg: Silicon Data LLM Token Expenditure Index Drops Nearly 20% From May Peak — Allianz Warns AI Capex-Sales Gap Now 46%, Worse Than 2001 Telecom Bust

bloomberg.com · 2026-07-03 · Score : 23

NYT: Trump Bought Up to $5M Each in Broadcom, Meta, Amazon, Apple, Microsoft, and Nvidia on July 23 — Same Day He Unveiled the AI Action Plan; Purchases Went Undisclosed on Required 2025 Reports

nytimes.com · 2026-07-01 · Score : 23

ALERTE Nvidia Launches Revenue-Sharing Backstop Program for Neocloud AI Providers — Formalized Model Names Firmus and Sharon AI as First Partners, Extends OpenAI/CoreWeave Financing Template

blogs.nvidia.com · 2026-07-01 · Score : 32

UN and ITU Launch 'AI for Good Global Commission' Co-Chaired by Marc Benioff and Rwandan President Paul Kagame — Jensen Huang, Andy Jassy, Brad Smith, Jack Clark, and Aidan Gomez Among Founding Members

axios.com · 2026-07-01 · Score : 18

Nvidia Invests in Verkada to Push Physical AI Across 2.4M Connected Devices — Adopts Cosmos World Foundation Models and Physical AI Data Factory

siliconangle.com · 2026-07-01 · Score : 21

Palantir CEO Alex Karp Calls AI Industry 'Effing Insane' in CNBC Interview — Accuses Frontier Labs of Imposing 'Wealth Tax' on Businesses, Touts Nvidia Nemotron Government Push

forbes.com · 2026-07-01 · Score : 24

Twelve Labs Raises $100M Series B Co-Led by NEA and Naver — Nvidia-Backed Video AI Startup Signs AWS Distribution Deal

bloomberg.com · 2026-07-01 · Score : 19

AI Chip Startup Etched Reveals $800M Cumulative Raise — Jane Street, TSMC-Linked VentureTech Alliance Among Backers as Sohu Transformer Accelerator Targets Summer Shipments

bloomberg.com · 2026-06-30 · Score : 26

ALERTE Anthropic Claude Goes GA on Microsoft Foundry on Azure — First-Ever Deployment on NVIDIA GB300 Blackwell Ultra GPUs With Quantum-X800 InfiniBand

blogs.nvidia.com · 2026-06-29 · Score : 30

ALERTE Taiwan Prosecutors Raid Super Micro's Taipei Office Plus Eight Other Sites in Expanded Probe of Nvidia AI Chip Smuggling to China — SMCI Falls 8%, Co-Founder Wally Liaw Already Charged by US DOJ

thenextweb.com · 2026-06-29 · Score : 28

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

github.com · 2026-06-29 · Score : 16

Firmus and Nvidia Announce 360 MW DSX AI Factory Campus in Batam, Indonesia — 170,000 GPUs, Eight-Year Nvidia Partnership, Up to $30B in Committed Offtake

bloomberg.com · 2026-06-28 · Score : 23

The Big Short's Steve Eisman Says AI Investors Are Buying the Wrong Stocks — Favors Nvidia Over Hyperscalers, Calls SpaceX at 100x Revenue 'Ridiculous'

fortune.com · 2026-06-27 · Score : 18

AWS Raises Nvidia GPU Instance Prices 20% on EC2 Capacity Blocks Effective July 1 — Second Hike After 15% Increase in January

theinformation.com · 2026-06-26 · Score : 23

Nvidia DGX B300 Server Hits $1.1M on China Black Market as Export Controls Drive AI Chip Prices to More Than Double

ft.com · 2026-06-24 · Score : 23

Eli Lilly Plans AI 'App Store' for Biotech Scientists Backed by $7.3B Cash Reserve, Building on 1,016-Blackwell-GPU Data Center

ft.com · 2026-06-23 · Score : 20

Nvidia Unveils Closed-Loop Warm-Water Cooling System That Eliminates On-Site Data Center Water Use — But Ignores Upstream Power-Plant Consumption

techcrunch.com · 2026-06-22 · Score : 17

Upscale AI Raises $190M Series A-1 at $2B Valuation to Build Open GPU Networking Standard Challenging Cisco and Nvidia

fortune · 2026-06-22 · Score : 22

Groq Raises $650M to Pivot From Chip Maker to AI Inference Neocloud, Targeting 200 MW Capacity by End of 2027

bloomberg · 2026-06-22 · Score : 23

ALERTE NVIDIA Launches Halos for Robotics — Industry's First Full-Stack Physical AI Safety OS, Drawing on 18,600 AV Engineering Years, With Agility Robotics as First Adopter

nvidianews.nvidia.com · 2026-06-22 · Score : 29

NVIDIA Research Releases SpatialClaw: Training-Free Agent That Composes 3D Perception Tools via Code, Gains 11+ Points Over Prior Best on Spatial Benchmarks

marktechpost.com · 2026-06-19 · Score : 16

AWS Launches EC2 G7 Instances With NVIDIA RTX PRO 4500 Blackwell Server Edition GPUs — 4.6x AI Inference Performance Over G6

aws.amazon.com · 2026-06-18 · Score : 17

Google Releases Agentic Resource Discovery Specification With 10 Industry Partners as Open Standard for AI Agent Tool Discovery Across Organizational Boundaries

helpnetsecurity.com · 2026-06-18 · Score : 20

WSJ: Google Funding $3.2B New York Data Center for Anthropic TPUs in Nvidia-Style AI Chip Rental Business

wsj.com · 2026-06-19 · Score : 22

Numéros de la newsletter (38)

#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

Deep Learning: the 4-bit training wall just cracked

2026-05-21 · 7 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