The gap between American and Chinese AI is closing fast. Chinese models narrowed the performance shortfall to a record-low 6% in June, down from 9% in May, according to Bloomberg Intelligence. The research arm said the shift raises real questions about…
The model that rattled Silicon Valley last week now has Washington’s attention. A senior White House official has accused China’s Moonshot AI of breaking US export controls to build Kimi K3. It reached restricted Nvidia chips, he said, and leaned on Am…
Jensen Huang travelled to Monterey this week to give the US Navy a machine that most defence contractors would have had to sell it. Nvidia’s founder helped commission a DGX GB300 AI supercomputer at the Naval Postgraduate School, the first system of it…
On Tuesday, Treasury Secretary Scott Bessent went on television with a warning for China. On the same day, the chief executive of the company that powers the entire AI boom went the other way. The threat Bessent said the US will scrutinise Chinese open…
The company came out of stealth on Tuesday. The founders built it at UC Berkeley, in the same lab that produced Spark, Databricks, and Anyscale. The team includes Zongheng Yang and Databricks co-founders Ion Stoica and Scott Shenker. The star-studded c…
Wistron, the Taiwanese contract manufacturer that builds server hardware for Nvidia, has opened its first factory on American soil, a $700 million plant in Fort Worth, Texas, that is already assembling Nvidia’s GB300 Grace Blackwell Ultra superchips. T…
On Tuesday, a group of the world’s most powerful investors finished buying a company most people have never heard of. The price tag explains why it matters. The largest data-centre deal ever The AI Infrastructure Partnership, MGX, and BlackRock’s Globa…
Look at what Alphabet, Microsoft, Amazon, Meta, and Oracle officially owe, and the numbers seem large but manageable. Look off the books, and a second, bigger pile of debt appears. A Nikkei study put that hidden figure at $1.65 trillion, up roughly eig…
Nvidia confirmed on Monday that its Vera Rubin platform has reached full production, with Ian Buck, the company’s vice president of accelerated computing, telling reporters at Nvidia headquarters that systems are now shipping to customers including Ope…
AI data centres already strain the grid just by running. A new paper asks a darker question: what if a tenant tried to break it on purpose? Three researchers at Zhejiang University set out the idea in a preprint called Bit2Watt, accepted to a leading h…