… Nvidia has also been growing its family of open source AI models, from Nemotron for agentic AI and Cosmos for physical AI to Gr00t robotics , BioNeMo biomedical research , Apollo AI physics , and Alpamayo autonomous vehicles . …
… Core to ChipStack AI Super Agent is what Cadence calls its Mental Model, which provides a structured and persistent understanding of the intent of engineers, acting as a single source of truth that pulls in specification, hierarchies, and relationships for AI agents, ensuring they don’t suffer the … …
… All of the big clouds and hyperscalers plus three of the four big GenAI model makers – OpenAI, Anthropic, and Meta Platforms – are all trying very hard to create their own custom AI XPUs so they can lower the cost per token for GenAI workloads running inference. xAI, the fourth indie model builder,… …
… As we noted earlier , Michael Dell said that “AI is fueling a renaissance in enterprise hardware, a shift from bits back to atoms,” and pointed to a Dell survey that found that 67 percent of AI workloads run outside the cloud, which is unlikely to change over concerns about data security and sovere… …
… We think that CPO for NVSwitch is interesting because it will allow for fast, high-bandwidth, two-tier NVSwitch networks to create larger GPU compute memory domains for models to play in. …
… Meta Platforms is a little different among the hyperscalers and the model builders in that is it not just adding AI to search or making generic and powerful models that can compete with the likes of OpenAI and Anthropic, carrying the open source banner high. …
… Microsoft is rich enough to be an AI model builder, and it is even rich enough to open source some or all of the models if it thinks that will help make the models better or more ubiquitous. I am not advocating for that any more than I would for Microsoft to give away free Maia AI XPUs. …
… Second, we’re scaling infrastructure with Azure AI, specialized silicon, and responsible AI frameworks that help customers deploy safely. Third, we’re empowering the ecosystem, giving every software company access to the same models, tools, and guardrails so they can build their own agents. …
… We’re taking all the learnings from these massive systems to make AI easy for you, from AI PCs to small, domain-specific models running on the edge to the planetary-scale AI datacenters.” In a taped conversation with Dell, Nvidia co-founder and chief executive officer Jensen Huang backed up that th… …
… That last bit is going to have to change, particularly as GenAI goes mainstream and the bargain power that enterprises, governments, academic institutions, and sovereigns is a lot lower than that of the hyperscalers, cloud builders, and model builders. ai sambanova ai inference sn50 nvidia