Nvidia’s Vera chip is the US$200 billion bet Jensen Huang doesn’t want you to overlook
The Nvidia Vera chip is rarely the headline when earnings beat estimates, but it should be. When Nvidia reported Q1 revenue of US$81.62 billion on Wednesday, beating analyst estimates of US$78.86 billion, and guided Q2 at US$91 billion–well above Wall Street’s US$86.84 billion forecast–the numbers did what Nvidia numbers always do: dominate the room. But […]
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Alibaba is designing AI chips around agents, and that changes what the race is actually about
Alibaba has unveiled a new AI processor built specifically for AI agents, pairing the chip announcement with a multi-year silicon roadmap and a new large language model, signalling that the company is building an integrated AI stack, not just filling a gap left by US export controls. The Zhenwu M890, developed by Alibaba’s semiconductor subsidiary […]
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What LG and NVIDIA’s talks reveal about the future of physical AI
LG is currently engaged in exploratory discussions with NVIDIA concerning physical AI, data centres, and mobility. Following a meeting in Seoul between LG CEO Ryu Jae-cheol and Madison Huang, Senior Director of Product Marketing for Omniverse and Robotics at NVIDIA, the core operational dependencies required to run complex automated systems are becoming apparent. While the […]
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Lightelligence’s 400% debut is a bet that AI’s next bottleneck is the optical interconnect
When a company with US$15.5 million in annual revenue debuts on a stock exchange and its market capitalisation briefly hits US$10 billion, the obvious question is: what do investors know that the financials don’t show yet? In Lightelligence’s case, the answer is optical interconnect and the growing conviction that conventional copper wiring between AI chips […]
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NVIDIA and Google infrastructure cuts AI inference costs
At the Google Cloud Next conference, Google and NVIDIA outlined their hardware roadmap designed to address the cost of AI inference at scale. The companies detailed the new A5X bare-metal instances, which run on NVIDIA Vera Rubin NVL72 rack-scale systems. Through hardware and software codesign, this architecture aims to deliver up to ten times lower […]
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Cadence expands AI and robotic partnerships with Nvidia, Google Cloud
Cadence Design Systems announced two AI-related collaborations at its CadenceLIVE event this week, expanding its work with Nvidia and introducing new integrations with Google Cloud. The Nvidia partnership focuses on combining AI with physics-based simulation and accelerated computing for robotic systems and system-level design. The companies said the approach targets modelling and deployment across semiconductors, […]
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How multi-agent AI economics influence business automation
Managing the economics of multi-agent AI now dictates the financial viability of modern business automation workflows. Organisations progressing past standard chat interfaces into multi-agent applications face two primary constraints. The first issue is the thinking tax; complex autonomous agents need to reason at each stage, making the reliance on massive architectures for every subtask too […]
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How physical AI integration accelerates vehicle innovation
The integration of physical AI into vehicles remains a primary objective for automakers looking to accelerate innovation. A technical collaboration between Qualcomm and Wayve offers a framework for how hardware and software providers can consolidate their efforts to supply production-ready advanced driver assistance systems to manufacturers worldwide. The partnership combines Wayve’s AI driving layer with […]
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ASML’s high-NA EUV tools clear the runway for next-gen AI chips
The machine that will make tomorrow’s AI chips possible has just been declared ready for mass production–and the clock for the industry’s next leap has officially started. ASML, the Dutch company that holds a global monopoly on commercial extreme ultraviolet lithography equipment, confirmed this week that its High-NA EUV tools have crossed the threshold from […]
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White House compares industrial revolution with AI era
A White House paper titled “Artificial Intelligence and the Great Divergence” sets out parallels between the effects of the industrial revolution in the 18th and 19th centuries and the current times, with artificial intelligence positioned as guiding the way the world’s economies will be shaped. Artificial intelligence now sits at the centre of US economic […]
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