Tendance des mentions — 20 derniers numéros

Actus en direct (75)

The Information: OpenAI Bought Tens of Thousands of Macs for RL as Nvidia Sees Apple as Top Local-AI Rival

theinformation.com · 2026-08-30 · Score : 23

TechCrunch: Caterpillar Applies Mining Autonomy Playbook to Enterprise AI Rollout Across 118,000 Workers

techcrunch.com · 2026-08-30 · Score : 19

Trump Commerce Drafts AI Chip Rule to Close China's Remote-Access Loophole via Thailand and Singapore

theinformation.com · 2026-08-29 · Score : 23

WSJ: Chinese Robot Makers Now Run on Nvidia Silicon as Physical AI Hits $10B Annual Revenue

wsj.com · 2026-08-29 · Score : 21

TechCrunch: Nvidia's AI Moat Now Runs Through Vera CPU, Networking and Storage — Not Just Rubin GPUs

techcrunch.com · 2026-08-29 · Score : 17

Cisco Expands Secure AI Factory With Nvidia, Brings Supermicro Rack-Scale Systems Into Reference Design

hpcwire.com · 2026-08-25 · Score : 18

Oasis Discloses NVIDIA NemoClaw Flaw CVE-2026-65105 Letting Any Website Poison Local Ollama Models

thehackernews.com · 2026-08-25 · Score : 27

Nvidia Debuts Jetson Orin Nano 2 Edge Module at 78 TOPS, Doubling Inference Perf for Robotics and VLMs

therobotreport.com · 2026-08-25 · Score : 25

Perplexity Ships Portable Computer, a Fully Local AI Agent Running on Nvidia DGX Spark and RTX Linux PCs

venturebeat.com · 2026-08-25 · Score : 26

Nvidia Details 88-Core Vera CPU at Hot Chips With Six-Chiplet Design and 30x Grace Blackwell Throughput

servethehome.com · 2026-08-24 · Score : 23

Nvidia-Backed Lambda in Talks for $3B Pre-IPO Round at $12B+ Valuation as 2026 Revenue Nears $1.5B

bloomberg.com · 2026-08-24 · Score : 22

Generalist AI Adds $200M 8VC-Led Round Just Two Months After $400M June Raise at $2B

axios.com · 2026-08-24 · Score : 21

ALERTE Taiwan Indicts 9 Including Nvidia and Super Micro Staff Over 74 Smuggled B300 AI Servers to China

engadget.com · 2026-08-24 · Score : 31

ALERTE Nvidia Groq 3 LPX Inference Rack Hits Full Production, Nebius Signs as First Cloud Customer

siliconangle.com · 2026-08-24 · Score : 33

Ukraine Says Fully Autonomous Russian Drone With Nvidia Jetson Orin Killed Three at Zaporizhzhia Gas Station

nytimes.com · 2026-08-24 · Score : 23

Nvidia in Talks to Take Equity Stake in Perplexity at $30B+ Valuation as ARR Tops $750M

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

ALERTE Nvidia Notifies Top Customers of 15%+ Price Hikes on Vera Rubin and Grace Blackwell Systems

fortune.com · 2026-08-22 · Score : 34

ALERTE Starcloud Adds $250M to Series A at $2.3B Valuation as Nvidia Joins Orbital Data Center Round

techcrunch.com · 2026-08-21 · Score : 28

Nvidia Warns Top Customers of 15%+ Price Hikes on Vera Rubin and Grace Blackwell Systems for Early 2027

bloomberg.com · 2026-08-22 · Score : 23

ALERTE Nvidia Pays $6B to License Poolside's Model Factory Plus $1B Equity Investment at $12B Valuation

pymnts.com · 2026-08-21 · Score : 32

ALERTE Nvidia's AVO Coding Agent Scores Perfect 100 on ARC-AGI-3 Public Set, Beating VISTA With 12% Fewer Actions

developer.nvidia.com · 2026-08-21 · Score : 34

CNBC: Nvidia Is Matchmaking Between GPU-Owning Enterprises and Nordic Data Center Operators

cnbc.com · 2026-08-19 · Score : 22

Nvidia in Talks to Invest in AI Data Supplier Mercor at $20B Valuation, Doubling Startup's Worth in Nine Months

theinformation.com · 2026-08-19 · Score : 23

CNBC: Nvidia's AI Moat Shifts From Chips to Capital as Quarterly Free Cash Flow Hits $48.5B

cnbc.com · 2026-08-18 · Score : 21

FT: ByteDance and Tencent Each Receive ~10,000 Nvidia H200 Chips, Beijing Directs Hong Kong Deployment

ft.com · 2026-08-18 · Score : 23

Inference Chip Startup Etched Raises $700M Led by Jane Street at $21B, Doubling Valuation in Weeks

wsj.com · 2026-08-18 · Score : 23

Nvidia to Back Up to $105B in Financing for OpenAI's 10 GW Ohio Data Center Campus

cnbc.com · 2026-08-17 · Score : 23

Nvidia Backstops Up to $105B for OpenAI's 10GW Ohio Data Center on SoftBank's SB Energy Campus

bloomberg.com · 2026-08-17 · Score : 23

Crunchbase: Chip Giants Joined AI and Robotics Rounds Totaling Over $250B in 2026 to Date

news.crunchbase.com · 2026-08-17 · Score : 21

Groq Raises $350M at $3.5B — Half Its Prior Value After Nvidia Licensed Its Tech and Hired the CEO

bloomberg.com · 2026-08-17 · Score : 23

IEEE Spectrum: Agentic AI Makes CPU the New Bottleneck, AWS Orders Cycle Rationing as Intel Sells Out

spectrum.ieee.org · 2026-08-17 · Score : 22

Bond Traders Fret Over $70B in Shadow AI Credit Backstops as Nvidia, Broadcom Guarantee Buildout

bloomberg.com · 2026-08-15 · Score : 22

Nvidia's Q2 13F Reveals $21B SpaceX Stake and $30B Intel Position, Two Chip-Exclusive Customers

fortune.com · 2026-08-15 · Score : 26

The Information: Nvidia in Talks to Invest up to $3B in SoftBank's SB Energy, Backer of OpenAI's Ohio Campus

theinformation.com · 2026-08-15 · Score : 23

Nvidia Downsizes OpenAI Data Center Backstop From $250B to Under $120B After Investor Pushback

wsj.com · 2026-08-14 · Score : 23

Nvidia Training Nemotron 4 Open-Source Model With 1 Trillion+ Parameters to Rival Chinese Labs

theinformation.com · 2026-08-11 · Score : 24

ALERTE Nvidia Launches First Open-Source Model Since Huang's Pivot: Nemotron 3.5 Lightning 30B MoE + NeMo Switchyard Router

blogs.nvidia.com · 2026-08-11 · Score : 30

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

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 (42)

#525 Nvidia may buy into Perplexity above $30B before Wednesday's earnings

2026-08-24 · 9 mentions

#524 What AI models are actually coming in the next six months?

2026-08-20 · 4 mentions

#521 The frontier just split into three markets

2026-08-12 · 2 mentions

#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