4+ hour, 49+ min ago   (1781+ words) Nvidia founder/CEO Jensen Huang continues to differentiate himself vs US peers and customers in this AI Tech Wave. Up and down the tech stack. And the one at the top of the heap, with a $5 trillion plus market cap…...

4+ day, 22+ hour ago   (1772+ words) AI Data Center builds are digging in across the country, led especially by two frontier lab companies OpenAI and Anthropic. They of course include gobs of AI Compute mostly from Nvidia, and gigawatts of Power, and more than a few…...

1+ week, 43+ min ago   (1279+ words) Nvidia agreed on Thursday to buy Hugging Face, the home shelf of the world’s open AI models, for roughly $13 billion. I flagged the deal a few days ago on ARD #150, as the chess move tucked in behind Nvidia’s $96 billion quarter,…...

1+ week, 5+ day ago   (655+ words) ‘It All Adds Up’, in an AI-driven era. Senator Everett Dirksen reportedly said it decades ago: “A billion here, a billion there, and pretty soon you’re talking real money.” Even the Senate’s own historians can’t confirm he said it. But…...

2+ week, 44+ min ago   (1147+ words) Part 1 yesterday of the Physical AI update mapped the global field: China building the robot bodies at ecosystem scale, the near-term money in the unglamorous lanes, and timelines longer than the market’s clock. Today, the featured player. Because one company…...

2+ week, 1+ day ago   (164+ words) Bill Gates gets more negative on downsides of AI. More here. Apple gets ready for AI hardware and software September 9. More here. ARD 147, ‘The World on its Shoulders’ in AI. Nvidia’s Mega Week: Nvidia’s quarterly ‘reigning’ report setup, Perplexity deal…...

2+ week, 5+ day ago   (440+ words) The Verge: OpenAI says its Jalapeño chip can power faster AI responses than the competition 9to5Mac: OpenAI restores 5-hour Codex and Work limits for ChatGPT Plus users Dwarkesh Patel podcast: Anthropic & OpenAI will have most of the world’s compute by 2028, with…...

2+ week, 6+ day ago   (243+ words) ‘The World on its Shoulders.’ It is all Nvidia today. Both the Burdens and the Opportunities. AI-RTZ #1036: Nvidia accelerating role as the AI Computing ‘Kingmaker’ AI-RTZ #759: Apple has many ‘Build vs Buy’ choices in AI The Information: the Poolside investment…...

3+ week, 2+ day ago   (239+ words) Takeaways from Anthropic’s AI Watermarking efforts: statistical watermarks woven into Claude’s text outputs, detectable at scale without changing what users see. Provenance infrastructure is quietly arriving ahead of the regulation that will eventually demand it. More here. AI Industry’s $3+ trillion…...

3+ week, 3+ day ago   (754+ words) ‘Wheels within Wheels.’ The old phrase, and today it is the wiring diagram for AI’s biggest deals: a payments giant buying the tollbooth for AI tokens, Nvidia funding the data supplier feeding its own open models, and China’s hottest IPO…...