Nvidia Widens Its Bet on Reflection AI to a Full Purchase
Nvidia has already written one large check to Reflection AI: about $800 million for a stake in a two-year-old lab that gives away its models and sells the enterprise service…
Nvidia Reportedly Steers Its Top Gaming Chip to Workstation Cards
The message surfaced on X over a weekend, the way most news about graphics cards does. “No more GB202 for 5090, confirmed,” wrote the hardware leaker known as MEGAsizeGPU, adding…
Microsoft Builds Its New Decision Model on Alibaba’s Qwen
Microsoft had a choice when it set out to build a model that answers with a probability instead of a sentence. It could have started from one of its own…
Jefferies Strategist Warns the AI Build-Out Will Destroy Capital
Chris Wood has spent years writing an investment letter called GREED & fear, and the title has seldom fit a quarter as neatly as it fits this one. In his…
Europe Says Its Two-Year-Old AI Law Anticipates Rogue Agents
As the United States moved this week to force AI companies to report runaway systems, Brussels offered a quieter answer: its rulebook, written two years ago, already anticipates the problem.…
Qualcomm’s CEO Sees a 100-Billion-Parameter Phone
The AI models that run on today’s flagship phones hold somewhere in the tens of billions of parameters. Cristiano Amon believes that number is about to grow by a factor…
Palantir’s CEO Sees a Future for Trades and Unusual Minds
On the day Palantir Technologies set a fresh record on the stock market, its chief executive was talking about plumbers, welders, and people whose brains work differently from the norm.…
Leaker Says Nvidia Is Diverting RTX 5090’s Chip to Workstation Cards
The chip inside Nvidia’s most powerful consumer graphics card may be headed for a quieter, more expensive life. According to a hardware leaker, Nvidia has stopped allocating the GB202 die…
AWS Chief Counters Data-Center Backlash With a Netflix Question
The pushback on Amazon’s data centers has a one-line retort from the man who runs them. “If you go to a community and say, ‘Do you not want to use…
Microsoft Switches On a Fourth Cloud Region in India
The newest piece of Microsoft’s Indian cloud network sits in Hyderabad, a city of technology parks and pharmaceutical plants that has become one of the subcontinent’s most important software hubs.…
