AI News, Research and Tool Reviews
-
The cost of scaling AI interconnects
Marvell’s $3.25 billion acquisition of Celestial AI targets the 16 Tbps Photonic Fabric platform to scale XPU connections. This optical interconnect offers 2x better efficiency than DSP-based designs…
-
The evolution of OpenAI from research lab to $852 billion entity
OpenAI transitioned from a 2015 nonprofit research lab to an $852 billion entity through a strategic compute-for-equity model. The 2019 Microsoft partnership…
-
Graphcore acquisition by SoftBank and AI chip inference performance
SoftBank acquired Graphcore amid reports of a $500 million deal following a 46 percent revenue drop. While SambaNova’s SN40L delivers up to…
-
Stability AI’s turnaround under Prem Akkaraju
Prem Akkaraju leads Stability AI through a strategic pivot toward enterprise licensing following an $80 million recapitalization in June 2024. The company…
-
Mistral AI hits 21 billion euro valuation as enterprise focus scales
Mistral AI secured 3 billion euros in Series D funding led by Samsung Electronics to support its enterprise-first strategy. The company targets…
-
The DeepMind acquisition and the rise of AI safety research
Demis Hassabis, Shane Legg, and Mustafa Suleyman founded DeepMind in 2010, leading to a Google acquisition valued up to $650 million. This…
-
Scaling Llama 3.3 70B on Lambda Labs 8x H100 instances
Training Llama 3.3 70B requires significant VRAM, with full fine-tuning demanding 1,158 GB. Lambda Labs provides 8x H100 SXM nodes with 3200…
-
NVIDIA Blackwell Ultra supply chain shifts toward memory and substrate constraints
NVIDIA’s Blackwell supply chain faces new bottlenecks in organic substrates from Ajinomoto and Ibiden following TSMC yield recoveries. While TSMC reports stable…
-
The Stargate $500 billion AI infrastructure buildout
Sam Altman, Larry Ellison, and Masayoshi Son announced the Stargate joint venture to invest $500 billion in US AI infrastructure. The project…