… Microsoft, Meta, and Amazon are among the other AI companies that have also launched custom-designed AI chips recently to power their servers for either training or inference, while still trailing Nvidia’s chips on overall performance. …
… Microsoft isn’t quite positioning this as a mainstream premium laptop, but there’s certainly room for it to appeal far beyond developers. “I think you’ll see us do well when it comes to STEM applications, and CAD apps running on the platform, because they take advantage of the same characteristic p… …
… The majority of the two-hour Nvidia keynote was about agents and “CPUs for agents,” which Huang said is Nvidia’s “new major growth driver.” But beyond the local AI compute that RTX Spark laptops will be capable of, they’re also being aimed at creators. …
… At Microsoft’s Build conference this week, it’ll be showing off “new Windows security and containment primitives” that, along with Nvidia’s OpenShell runtime, “allows personal agents to run safely and under full user control.” Nvidia claims this adds up to “a new personal computing paradigm where A… …
… The image also includes an early look at Microsoft Scout, which is reportedly a new AI agent based on Microsoft’s OpenClaw work. …
… We’re just going to run agents and Claude Code is big enough to meaningfully affect enterprise cost dynamics. Does that change your business if we’re done with training and, actually, inference is the point? No, it is actually great. I don’t think you’re going to be done with training, by the way. …
… And companies are always under pressure to contain costs — consider the big splash that Uber made in May when the company’s president said it was getting “harder to justify” the amount it was spending on AI. OpenAI and SpaceX hemorrhage money. …
… A lot of Nvidia’s performance claims rely on DLSS 4 and a new Multi Frame Generation feature that uses AI models to help multiply performance by generating even more frames to smooth out games, and Nvidia still has to prove that the RTX 50-series cards can deliver. …
… Having an AI software stack means being able to deploy AI agents into that data to better organize it — with fewer concerns about leakage than there would be with general-purpose third-party LLMs. “Training AI models on public data is the largest, fastest-growing business in history,” Ellison said … …