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I Stress-Tested the AI Bubble at $3 Trillion — The First Thing to Break Wasn’t Nvidia.
35+ min ago (30+ words) What happens when data-center utilization, GPU economics, financing costs and AI revenue growth stop moving …...
Transcript: NVIDIA Corporation Presents at Goldman Sachs Communacopia + Technology Conference 2026, Sep-10-2026 08
11+ hour, 30+ min ago (117+ words) Entrez votre mot de passe Publié le 10/09/2026 à 19:05 - Modifié le 10/09/2026 à 22:56 Good morning, everybody. Welcome to the Goldman Sachs Communacopia and Technology Conference. My name is Jim Schneider from Goldman Sachs, and we are really Nvidia progresse après une acquisition;…...
Nvidia’s $10B Anchor in Anthropic’s $100B IPO Closes the Compute Landlord Loop
20+ hour, 34+ min ago (431+ words) Nvidia’s reported discussions to anchor Anthropic’s planned $100 billion IPO represent more than a massive capital injection; they signal the maturation of a closed capital loop. In this arrangement, the landlord—the provider of the essential compute infrastructure—is now financing…...
Altera San Jose IPO Could Raise Over $2 Billion
12+ hour, 6+ min ago (304+ words) The ownership change followed Intel’s effort to reduce costs and focus capital on its foundry business, according to EE Times. Altera reported $1.54 billion in fiscal 2024 revenue, compared with roughly $2 billion in annual revenue when Intel acquired the company, the outlet…...
Monitoring Jetson CPU, GPU, Temperature and Power from a Flutter Robot Dashboard
21+ hour, 32+ min ago (424+ words) Create a lightweight telemetry service that collects Jetson health metrics and exposes them to Flutter. The dashboard can visualize CPU/GPU load, memory, temperature, power mode, and connectivity. Treat telemetry as observability data, not as a control channel. By the…...
Nvidia did not pay $13 billion for a model locker.
20+ hour, 2+ min ago (33+ words) It paid for the default place the world discovers, downloads, evaluates, and deploys open AI — plus the library that made that possible. The …...
Nvidia CEO Jensen Huang Sees 70% Growth as AI Demand Stays Red-Hot
1+ day, 14+ hour ago (159+ words) Nvidia (NASDAQ:NVDA) CEO Jensen Huang said he expects the company to maintain strong growth as demand for artificial intelligence computing continues to outpace available capacity. Speaking at the Goldman Sachs Communacopia + Technology Conference, Huang reiterated his expectation that Nvidia…...
General Robotics GRID Becomes First Robot Intelligence Platform to Auto-Engineer Entire Development and Deployment Lifecycle
4+ day, 1+ hour ago (308+ words) Accelerates skill creation, AI training, testing and evaluation, moving customers from pilot to production faster The latest evolution of GRID has dramatically reduced the time and specialized talent organizations require to bring robots into production and greatly expands the scenarios…...
Nvidia's Dual Momentum: Surging H100 Rental Rates Meet a Consumer Desktop Offensive
5+ day, 2+ hour ago (190+ words) Should investors sell immediately? Or is it worth buying Nvidia? The training segment reinforces the scarcity narrative. OpenAI trained its new GPT-6 Astra model on more than 100,000 Nvidia Grace Blackwell GPUs — a deployment scale that Huang said, following the release,…...
AMD expands into rack-scale AI as CPU demand rises
1+ day, 18+ hour ago (339+ words) The chipmaker unveiled its Helios system at Advancing AI 2026, taking aim at Nvidia's dominance with a full-rack solution designed for agentic workloads. Logo via Wikimedia Commons; treatment-A cover, license to verify on approval AMD is no longer content selling chips....