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Nvidia’s new open‑source Nemotron models are highlighted positively, while funding rounds for rivals Tenstorrent and Modal are noted as competitive pressures on Nvidia.
The Canadian AI‑hardware startup announced a $1.5 billion financing round that lifts its valuation to $6.2 billion, giving it resources to scale its open‑weight AI chips and challenge Nvidia in that segment.
The new open‑source Nemotron 3.5 Super VL and its lightweight Bolt variant are designed to power enterprise AI agents both in the cloud and on next‑generation AI‑enabled personal computers.
Santa Clara‑based AI chipmaker Tenstorrent announced a record $1.5 billion Series E financing, lifting its valuation to $6.2 billion and strengthening its position in the AI hardware market.
The San Francisco‑based startup announced a $750 million Series D round, lifting its annualized revenue run‑rate above $1 billion and reinforcing its role as a leading AI infrastructure provider.
Amazon is reportedly negotiating a purchase of San Francisco‑based Decart, a startup that streamlines moving workloads across AI processors, in a deal valued at roughly $7 billion.
Founder Masayoshi Son is courting investors in the Middle East to launch a $100 billion AI investment vehicle focused on buying and modernising existing businesses.
The cloud‑compute provider has put NVIDIA’s Vera Rubin GPU systems into production, aiming to lift throughput for agentic AI tasks.
The tech giant announced refreshed Surface laptops and a developer‑focused Dev Box that run on Nvidia’s RTX Spark chip, alongside a redesigned Windows 11 that adds execution containers for AI agents.
The human‑motion data startup secured a Series B round led by Sequoia, with participation from Nvidia and Microsoft’s M12, to broaden its robot‑training services.
The company’s Hermes assistant, already installed by millions of users, secured a $90 million round at a $1.5 billion valuation, with Nvidia participating as an investor.
The startup’s new funding will be used to create optical interconnects that maintain AI cluster performance even if a laser component fails.
Nvidia’s venture arm is investing in Reactor, a startup that offers cloud infrastructure designed to run video‑based world models more quickly and at lower cost.
The semiconductor startup has raised a new funding round to create high‑bandwidth, laser‑based connections between chips and memory, aiming to boost AI compute performance.
Iterate.ai’s new Lifeboat inference platform enables each GPU to handle up to six times more simultaneous AI agent sessions, easing memory load and boosting performance in corporate workloads.
Trump introduced a new “Super Intelligence Force” aimed at shaping AI policy, appointing leading tech executives and pledging stricter safety measures.
The new Prime Inference service combines serverless and reserved compute options, leveraging NVIDIA Blackwell GPUs alongside open‑source runtimes such as vLLM and FlashInfer to host frontier open models.
The new A‑1 unit packs 10 TB of memory and 250 Tb/s of bandwidth, positioning it as a compact solution for high‑speed AI inference workloads slated for delivery next year.
The AI‑focused cloud provider announced a $668 million Series B round led by ARCHIV, with participation from NVIDIA, to expand its GPU capacity across North America and key Asian markets.
Using a proprietary NKI kernel, AWS Trainium processors now generate AI‑driven video in real time, reducing the previous 5‑second delay to just 1.8 milliseconds.
President Trump announced a voluntary accord among AI leaders, including OpenAI, Anthropic, Meta, Nvidia, and xAI, to implement internal and external reviews of AI systems.
AMD announced an all‑stock acquisition of World Labs to gain expertise in spatial intelligence and physical AI systems.
Blind’s latest data reveals that while AI‑heavy firms like Nvidia and OpenAI are hiring, giants such as Amazon and Google are actually experiencing high employee churn rather than layoffs.
Reuters reports on China’s aggressive AI funding and chip development, contrasting U.S. export controls and the rise of open‑source models.
The Chinese government may permit domestic firms like ByteDance and Alibaba to purchase new Nvidia chips designed for high‑end professional computers, according to a report by The Information.