DeepSeek's CEO, Liang Wenfeng, has disclosed a number of valuable nuggets in an investor-focused conference call, spilling the beans on China's compute deficit, the superiority of NVIDIA's GB300 GPUs, Huawei's meticulous catch-up, and DeepSeek's ongoing work on data annotation. DeepSeek's Wenfeng Says Huawei's Atlas 950 SuperPoD can fully substitute NVIDIA's GB300 NVL rack, but for every GB300 GPU DeepSeek needs 4x Ascend GPUs DeepSeek's Wenfeng disclosed a slew of valuable information in a recent investor conference call, noting that the AI lab's available compute only allows for models that activate around 10 billion parameters at any given time vs. the […]

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NVIDIA's Blackwell GB300 and GB200 GPUs continue to showcase leading capabilities across AI workloads through continuous optimizations. NVIDIA Isn't Done With Blackwell Yet As GB300 & GB200 Deployments Receive Performance & Efficiency Boosting Upgrades Across The Globe One may think that NVIDIA will move over to its Rubin GPUs now that its next-gen AI platform is being deployed around the world, but no, NVIDIA Blackwell is already deployed in countless data centers, and just like Hopper before it, the Blackwell generation continues to see optimizations, so much so that GB300 is still posting record performance in AI workloads. According to […]

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NVIDIA Blackwell GPUs continue to see massive optimizations, leading to a 5x drop in token cost in DeepSeek v4 AI models. NVIDIA Cost Per Token Narrative Sees Massive Gain In DeepSeek V4 As AI Model Sees 5x Boost On Blackwell GPUs With Continued Optimizations "Cost Per Token" is the fundamental metric for AI TCO, as NVIDIA highlighted this a few months back, and now, the company is delivering the lowest-ever token cost in DeepSeek v4. Today, NVIDIA announced that its full-stack inference software has brought further optimizations to its hardware stack, such as Blackwell GB200 & GB300, improving their performance […]

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SpaceXAI has announced that it will provide Anthropic access to its Colossus 1 supercomputer with 220,000 NVIDIA GPUs and is also planning orbital compute clusters. From Land To Space, SpaceXAI Has Offered Anthropic With Multi-Gigawatt Compute Capacity For Its AI Needs Anthropic is starving for more compute for its AI requirements. The company is expanding its capabilities at a scale like none other, while reportedly making in-house chips & working with some big chipmakers. The company also announced a partnership with Amazon for a 6GW Trainium chip capacity for its Claude AI models, among several other partnerships. Today, SpaceXAI has […]

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It's one thing to partner with either one or two major names in the AI segment, but OpenAI got AMD, NVIDIA, Intel, Microsoft, & Broadcom to accelerate large-scale AI training. OpenAI Announces Mega-Partnership With AMD, NVIDIA, Intel, Microsoft & Broadcom To Accelerate AI The new announcement from OpenAI comes as a supercomputer network partnership that aims to accelerate large-scale AI training. For this purpose, AMD, Broadcom, Intel, Microsoft, and NVIDIA are working with the firm to develop a new protocol called MRC (Multipath Reliable Connection) with the goal of improving GPU networking performance and resilience in large training clusters. OpenAI […]

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As compute requirements grow in AI datacenters, so do the power requirements, which are estimated to reach 17x higher with NVIDIA's Feynman. NVIDIA Feynman Racks Estimated To Feature 17x Higher Power Semi Costs Per Rack Versus Blackwell NVIDIA Feynman GPUs feature several groundbreaking features and will launch in 2028, after Rubin. The company has been working hard to deliver more efficient AI solutions, but as requirements grow, power requirements have increased tremendously. Morgan Stanley Research has published a chart that visualizes the total power semi content of three AI rack solutions from NVIDIA. Starting with the baseline Blackwell or B200, […]

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Microsoft has announced that its Fairwater facility, the world's most powerful AI datacenter powered by NVIDIA Blackwell, is going live ahead of schedule. Featuring Hundreds of Thousands of NVIDIA Blackwell GPUs, Microsoft's Advanced "Fairwater" AI Datacenter is going live ahead of Schedule In a post on X, Microsoft's CEO Satya Nadella confirmed that their Fairwater AI Datacenter is going live ahead of schedule. This is major news since the Wisconsin-based facility is poised to become the world's most powerful AI datacenter. The datacenter was announced back in September 2025, and will be utilizing 100,000s of NVIDIA GB200 GPUs based on […]

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The NVIDIA DGX Station systems have undergone a major change since their announcement, but they are starting to ship. We have more details

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