A UK trial by the National Grid, Nvidia, and others finds AI data centers can operate without using peak power continuously, adjusting consumption when asked
Anthropic rolls out a fast mode for Claude Opus 4.6 in research preview, saying it offers the same model quality at 2.5x faster but costs 6x more
excited that we're making it available outside Anthropic too.Dean W. Ball /@deanwball:I would like to know more about the experimental Claude scaffold that caused Opus 4.6 to more ...
How Anthropic's bet on enterprise users is paying off; sources say Anthropic's investor guidance claims annualized revenue will exceed $30B by the end of 2026
Start-up's bet on enterprise users is paying off as coding tools fuel revenue and investor frenzy
Anthropic rolls out a fast mode for Claude Opus 4.6 in research preview, saying it offers the same model quality 2.5 times faster but costs six times more
Opus is usually $5/million input and $25/million output. The new fast mode is $30/million input and $150/million output!
Analysis: Claude Code currently authors 4% of all public GitHub commits and is on track to cross 20% of all daily commits by the end of 2026
Analysis: Claude Code currently authors 4% of all public GitHub commits and is on track to cross 20% of all daily commits by the end of 2026
SpaceX acquires xAI; sources say the all-stock deal values the combined company at $1.25T, with SpaceX valued at $1T and xAI at $250B; xAI burns ~$1B per month
Elon Musk's SpaceX has acquired xAI, in a deal that encompasses the billionaire's increasingly costly ambitions to dominate artificial intelligence and space exploration.
SpaceX acquires xAI; sources say the combined company is expected to price shares at ~$527 each in a potential IPO and would have a valuation of $1.25T
Elon Musk plans to merge SpaceX with xAI, according to people familiar with the matter, in a deal that encompasses the billionaire's …
Humans&, founded by ex-Anthropic, xAI, and Google staff to build collaborative AI, raised a $480M seed from Nvidia, Jeff Bezos, and others at a $4.48B valuation
Humans&, founded by ex-Anthropic, xAI, and Google staff to build collaborative AI, raised a $480M seed from Nvidia, Jeff Bezos, and others at a $4.48B valuation
As a research scientist at Anthropic, one of the world's leading A.I. companies, Andi Peng was part of a team that tried …
The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them from companies that may try to make their own chips
Twas the night before Christmas and all through the house, not a creature was stirring, not even a... wait. What's that?
Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global
Nvidia stunned Silicon Valley on Wednesday by agreeing to pay about $20 billion to license technology from Groq …
Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently
anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Ov...
Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently
Nvidia Corp. agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected …
A technical deep dive into Amazon's Trainium3 accelerator, including its server SKUs' specifications, silicon design, power budget, and bill of materials
Step-Function Software & System Improvements, “Amazon Basics” GB200 NVL36x2, NL72x2/NL32x2 Scale Up Rack Architecture, Optimized Perf per TCO, Trainium4
An in-depth look at TPUv7 Ironwood, and how the latest Google TPU generation positions Google as the most threatening challenger to Nvidia's AI chip dominance
Fascinating article. They argue that the reason for NVIDIA's circular investment deals is to intertwine their own fate with that of the big labs, to keep themselves on top — Ope...
Q&A with Satya Nadella on business models for AGI, Copilot, Microsoft AI, the hyperscale business, the OpenAI partnership, capex, sovereign AI efforts, and more
As part of this interview, Satya Nadella gave Dylan Patel (founder of SemiAnalysis) and me an exclusive first-look at their brand-new Fairwater 2 datacenter.
A deep dive into Microsoft's AI strategy: its OpenAI deal, data center investments, neocloud renting, GitHub Copilot, its MAI models, its Maia chip, and more
SemiAnalysis :
Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B
Amazon said Thursday that revenue in its cloud computing business increased 20% in the third quarter, exceeding analysts' estimates. — Revenue at Amazon Web Services for the thir...
During Nvidia's first ever GTC conference in Washington, DC, Jensen Huang praised Trump's policies and emphasized themes of patriotism and US national interests
Wall Street Journal :