Musk says Optimus will be the hardest product Tesla has ever scaled
Musk says Optimus will be the hardest product Tesla has ever scaled

Elon Musk told investors on Tesla’s second-quarter earnings call that Optimus will be “the hardest product to scale manufacturing that we’ve ever made at Tesla,” warning that the humanoid robot has no existing supply chain and that every component is n…

AMD unveils Helios rack and MI455X accelerator in bid to close the gap with Nvidia
AMD unveils Helios rack and MI455X accelerator in bid to close the gap with Nvidia

AMD unveiled a suite of new data centre products at its Advancing AI event in San Francisco on Thursday, claiming they will outperform Nvidia’s competing hardware across AI training and inference. The announcements included the MI455X AI accelerator, t…

AMD and Cerebras partner on low-latency, high-throughput AI inference — EPYC processors in Helios rack-scale infrastructure paired with Cerebras’ Wafer-Scale Engine (WSE) solutions

When AMD’s Helios meets giant wafers from Cerebras, it is not like when Odysseus meets with the Laestrygonian Giants, they collaborate to build an ultimate data center solution.

Travis Kalanick raised $1.7B for his robotics comeback, and Uber chipped in
Travis Kalanick raised $1.7B for his robotics comeback, and Uber chipped in

Travis Kalanick is back, and Uber is helping to fund him. The founder Uber forced out in 2017 has raised $1.7 billion for Atoms, an industrial-AI and robotics company he has built in near-total stealth for years. Andreessen Horowitz led the round. Its …

AMD is investing $5 billion in Anthropic and deploying 2 gigawatts of Helios GPUs to run Claude
AMD is investing $5 billion in Anthropic and deploying 2 gigawatts of Helios GPUs to run Claude

AMD and Anthropic announced a strategic partnership on Tuesday that commits AMD to invest up to $5 billion in Anthropic and deploy up to 2 gigawatts of AMD Instinct MI450 Series GPUs in Helios rackscale solutions to run Claude. Deployment of the first …

Reddit may cut Google off from its content, and it isn’t the only one
Reddit may cut Google off from its content, and it isn’t the only one

For twenty years, the deal between Google and the web was simple. Publishers let Google crawl their pages. Google sent readers back in return. That bargain is breaking. Reddit is the latest, and loudest, sign. Its shares fell about 9% on Wednesday afte…

Nvidia rival Etched doubles its value to $10.3B in seven months
Nvidia rival Etched doubles its value to $10.3B in seven months

Etched has a simple pitch. Nvidia builds chips that do everything. Etched builds chips that do one thing, inference, and claims to do it far better. On Thursday the bet got a lot more money behind it. The startup raised $300 million in a Series C round…

Apple’s privacy policy reveals an AI shopping assistant is coming to the Apple Store app
Apple’s privacy policy reveals an AI shopping assistant is coming to the Apple Store app

Apple is preparing to add an AI-powered shopping assistant to the Apple Store app, according to a privacy policy update spotted by MacRumors. The updated document describes a “Virtual Shopping Assistant” that collects account information, device identi…

Cambridge built a planet-scale AI model, and skipped Nvidia to do it
Cambridge built a planet-scale AI model, and skipped Nvidia to do it

The AI industry runs on Nvidia. A team at the University of Cambridge has just shown it does not have to. They have built a planetary-scale foundation model for the Earth, and every chip that trained and ran it came from AMD. The model is called TESSER…

Alphabet locked in $811 billion of future spending on AI infrastructure. The number jumped $500 billion in one quarter.
Alphabet locked in $811 billion of future spending on AI infrastructure. The number jumped $500 billion in one quarter.

Alphabet had $811 billion in contracted future spending commitments at the end of June, up nearly $500 billion from just three months earlier. The figure, disclosed separately from capital expenditure in a quarterly filing, represents purchases Google …