Tag: NVIDIA
-
DeepSeek V4 Will Run Entirely on Huawei Chips. The R2 Failure That Made It Possible.
Reuters confirmed DeepSeek’s next flagship model will run entirely on Huawei Ascend chips, not NVIDIA. The roughly one-trillion-parameter V4 arrives after a failed R2 training run forced DeepSeek…
-
Jensen Huang Says AGI Is Here. He Also Said It Was 5 Years Away. Both Statements Were Accurate.
On March 23, 2026, Nvidia CEO Jensen Huang told Lex Fridman ‘I think it’s now. I think we’ve achieved AGI.’ In October 2024 he told investors AGI was…
-
ASML Is the Only Company That Can Make AI Chips Possible. Its Next Machine Costs $400 Million.
The current generation of ASML’s EUV machines is approaching the physical limit of what it can print. The High-NA EUV successor, at $400 million per unit, is now…
-
70 Million TB/s: The Three-Lever Mechanism Driving AI’s Memory Bandwidth Growth
NVIDIA’s B200 delivers 8 TB/s of HBM3e memory bandwidth per chip. Aggregate AI cluster bandwidth exceeds 70 million TB/s. Memory bandwidth, not compute FLOPS, is the bottleneck for…
-
Five Companies Control AI. The Government Just Said That’s Fine.
Five companies control the AI infrastructure stack: OpenAI, Google DeepMind, Anthropic, Meta, and Microsoft build the models. NVIDIA builds the hardware. Three hyperscalers provide the compute. The White…
-
Open-Weight Models Are Eating the Margin: Why NVIDIA Gives Away Frontier AI for Free
Open-weight models from Meta, Alibaba, Mistral, and DeepSeek now match proprietary models on 80% of enterprise tasks at 5% of the cost. The margin compression works through direct…
-
NVIDIA Nemotron 3 Super: The Open-Weight Model That Beats GPT-4 on Code
NVIDIA released Nemotron 3 Super on March 12, 2026: a 120B-parameter open-weight model with 12B active parameters, hybrid Mamba-Transformer MoE architecture, and 1M-token context window. It tops DeepResearch…
You must be logged in to post a comment.