NVIDIA’s $500B compute financing and the 25% backstop
Six phone calls, and nobody said no. That is roughly how Jensen Huang described it, and on 10 August NVIDIA...
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Claude Code auto mode is the default from August 14
You know the rhythm. Claude Code stops, shows you a shell command, waits. You hit yes. You have hit yes...
Read moreDetailsMeta Muse Glimmer: the 30B agent needs 24GB of VRAM
Your card holds 24 GB, or it doesn't. That one number decides whether today's Meta release is something you'll actually...
Read moreDetailsSource Foundry: $400M and a $5B bet against ASML
A hedge fund that lost roughly two thirds of its value in July just wrote a $400 million cheque for...
Read moreDetailsByteDance’s 10T model is pretraining, not a product
Somebody forwarded us the headline twice on Friday. China's biggest AI model, ten trillion parameters. Here's the actual shape of...
Read moreDetailsGenesis-Science-1: DOE Opened a Portal, Not a Model
Somebody is going to forward you a headline this week saying the US government released an open-weight AI model. It...
Read moreDetailsTfL licensed 15 Wayve cars in London, driver still inside
Picture the car that just got licensed. A Ford Mustang Mach-E with surround cameras and radar, and a person sat...
Read moreDetailsAMD buys Taalas: the HC1 etches Llama 3.1 into silicon
Picture a chip you can't reflash. That's the bet AMD just bought. On 6 August it signed a definitive agreement...
Read moreDetailsEntanglement Ran 62 km of Aerial Fiber at 92.8% Uptime
Somewhere between Gaithersburg and College Park there's a strand of ordinary telecom fiber hanging off utility poles, doing what fiber...
Read moreDetailsTerafab: what Tesla and SpaceX’s $16.8B first phase buys
Grimes County sits an hour northwest of Houston and it's mostly ranch land. It now has a $30 million state...
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