Asian governments react to Nvidia CEO Jensen Huang’s exit
Some governments moved to confirm chip supply commitments, while others are monitoring the impact on local projects or addressing ongoing investigations.
#Data and training
#Data and training
0 todayNov 15
Nov 14
Amazon has a plan to index the world’s online shopping data
Amazon has plans to build a vault of data on every product sold anywhere on the internet, even products Amazon doesn't sell, and make the information available through its own site, according to Reuters.
Export-banned Nvidia chips are behind China’s most powerful AI models — uh-oh, Jensen!
New research shows the most advanced AI models from China were trained on banned Nvidia chips.
Former OpenAI researcher says he found Nvidia Blackwell fingerprints hidden inside six Chinese AI models
Former OpenAI researcher Will DePue says he has produced the first technical evidence that DeepSeek, Moonshot AI, MiniMax, and Ant Group are using Nvidia's latest Blackwell GPUs despite US export controls. His forensic method reads characteristic chip signatures directly from published model weights. He estimates the hardware behind the five training runs cost more than half a billion dollars.
Nov 13
How AI Is Helping Care Teams Get Patients the Right Care, Sooner
From pediatric research to smart hospitals, AI is helping care teams spend less time on routine tasks and more time with patients. Health systems and startups are putting it to work across healthcare, from matching patients to clinical trials to supporting radiologists, hospital teams and patients at home.
Nebius tests the neocloud playbook with $40 billion in planned spending
Nebius plans to fund its $40 billion AI infrastructure expansion through customer prepayments and loans, even as delays at a Microsoft data center raise questions about its financing model.
Jensen Huang is out. What did China want from him?
Today, we’re talking about the Jensen Huang scandal at Nvidia, which is developing so quickly that we had to do an emergency update of this intro minutes before publishing this episode.
Cyberattack on Fireworks AI allowed hackers to access Notion customers’ chat transcripts
This is Fireworks' second data breach in as many months.
Nov 12
The attendee’s guide to the AWS re:Invent 2026 AI/ML track
AWS re:Invent 2026 includes more than 140 AI/ML track sessions. This attendee's guide helps you find the breakouts, chalk talks, workshops, and builders' sessions that fit your role and goals, spanning AI chips, models and inference, agents, agent trust, and sustainability, so you can build a smarter re:Invent schedule.
With $720M round, Britain’s Fractile gets a leg up in the race for AI chips
Fractile has now become one of the top-funded players in the race for purpose-built AI chips.
Meta is losing its longtime head of infrastructure
Santosh Janardhan, who originally joined the company in 2009, will be stepping down from his role.
Anthropic's IPO roadshow video
Anthropic's IPO roadshow video Anthropic kicked off their IPO roadshow yesterday, and their roadshow video has some previously unreleased information about how their business works. The section on "Approach to compute" with co-founder Tom Brown is particularly interesting, describing how Anthropic train and serve Claude across AWS Trainium, Google TPUs, NVIDIA GPUs, and AMD GPUs.
Nov 11
US data brokers are selling half a billion dollars in RL training environments to Chinese AI labs
US data brokers like Mercor, Surge AI, and AfterQuery are selling roughly half a billion dollars' worth of AI training data to Chinese labs, according to a ChinaTalk investigation. That includes the same RL environments previously built for OpenAI or Anthropic. At least nine firms are involved, and export controls barely apply.
Plurai wants to help AI agents work better using the same approach that helped get self-driving cars to roads
Like the end-to-end models trained to drive cars, AI agents are probabilistic systems operating in unpredictable environments.
[AINews] Mercor $750m Series D at $20B valuation, $3B run rate
We missed Mercor’s $10B Series C last year when it had less than $500m in revenue, but knew we wouldn’t have to wait too long til the next round, since it crossed $1B in Feb and $2B in June , it has now hit $3B annualized, surviving hacks : View post on X ↗ The company reports 5 million experts, and their TAM: “In the United States alone, there are more than 800 distinct occupations, each containing workflows that models have yet to be evaluated against.”
Nov 10
Ukraine’s fiber-optic drones get squeezed by AI data center demand
Ukraine competes with Russia and data centers for China’s optical fiber supply.
What could China get from Jensen Huang?
It's difficult to overstate Nvidia's power in today's AI landscape. The company's chips are the bedrock upon which advanced AI technology in the US is being built, and demand has consistently outpaced supply for years.
What Frontier Labs Buy: A Data Deep Dive with Handshake AI — Garrett Lord & Team
Handshake went from launch to $1B in one year pushing the envelope of specialized data for frontier labs. Our first deep dive into a data lab with specific examples across Finance, Bio, and Alignment
Nov 9
Innovating with AI in the special chemicals industry
As companies look to accelerate innovation with artificial intelligence, cloud computing, and advanced modeling, the primary challenge is connecting new technologies to reliable data, scientific expertise, and the practical realities of bringing products to market.
Nov 7
How NVIDIA Open Source Tools Are Helping Researchers Build Next-Generation 6G Networks
A year ago, NVIDIA open sourced its Aerial wireless software, joining Sionna and a broader suite of open source tools for accelerating next-generation 6G network development.
Nov 6
Physicl raises $10M to make the digital world real enough for robots
Physicl is trying to solve the sim-to-real gap with a pipeline originally built to market goods online.
I watched a humanoid robot clean my apartment. It felt like a taste of the future.
I’m not the sort of person who typically pays for a house cleaner. I’m too frugal, and I kind of enjoy putting on a podcast and going to town on my tub with a Magic Eraser.
More Performance From Every Byte: How Full-Stack Codesign Solves AI’s Memory Challenge
Larger models, longer contexts and agentic applications are increasing GPU memory pressure while supply tightens and prices rise — a trend expected to continue through the near term. NVIDIA works closely with memory partners to rapidly adopt the latest memory technologies. NVIDIA was first to adopt HBM3e and HBM4 technologies into an accelerated computing stack.
Dropbox acquires Tigris Data for $350M to bolster its AI infrastructure
The deal is expected to support the development of DBX Agent Cloud, a new storage platform aimed at developers building AI models and agents.
Axiom Math wants to keep AI slop out of mathematics
As AI floods math with unchecked proofs, Axiom Math is betting on verification. The startup’s AI agents just formally verified the Stacks Project, one of the field’s biggest libraries.
Nov 5
A YC startup is putting $1M behind 5 unsolved materials science problems for AI
While frontier AI models have solved a remarkable series of outstanding mathematics problems and made progress in the life sciences, they have yet to truly plumb the complex physics in advanced materials.
Nov 4
Sam Altman addresses RAM comments: People should ‘put as much as they want in their computers’
OpenAI CEO Sam Altman spent election night defending his position on PC RAM purchases.
Data centers are turning to old jet engines as the wait for power grows
The years-long wait for access to the grid and new turbines is causing data center builders to turn to an unusual, less-efficient and less environmentally friendly solution: once-discarded jet engines.
AI inference startup Fal doubles its valuation to $16B as demand surges
The five-year-old startup raised a $1.3 billion round led by Bessemer.
Hiding inside Palantir’s skyrocketing quarter is a foreboding signal
Palantir's U.S. commercial revenue surpassed U.S. government revenue for the first time ever.
Anthropic is still grappling with the economics of compute
At a moment when Anthropic's compute margins should be getting better, they’re getting worse.
AI Is Changing How Semiconductor Fabs Work — and Engineers Are Moving Faster Because of It
Demand for advanced chips is rising. The processes to build them are getting more complex. And the margin for error is shrinking.
Nov 3
Huawei tells customers to find their own AI chip memory, effectively outsourcing procurement to the black market
Huawei is telling customers to source the high-performance memory for its AI chips on their own, pushing them onto the black market. Smugglers are exploiting a loophole in U.S. export rules by bundling HBM with low-end processors, shipping them through Hong Kong, and separating the chips on site.
Trajectory raises $45M to make AI model training accessible to nontechnical experts
The one-year-old startup is now valued at $300 million.
The New York Times sues Brave web browser for AI scraping and bypassing paywalls
The New York Times and a group of other publications have filed lawsuits against the company that makes the Brave web browser over alleged unlawful scraping to train AI and also letting users bypass their paywalls, as reported by Reuters.
Raising the quality of insights in agentic analytics
In just a few years, generative AI has changed the face of enterprise analytics, notably by making analytics accessible to users across the organization. Agentic AI promises to do even more, by automating entire workflows and taking actions based on agent insights.
42AI comes out of stealth with $62.5M and a world model that can ‘predict human behavior’
Here's a question straight out of sci-fi: What if AI could predict what you were going to do before you decided to, even in a completely new situation?
The U.S. Census Bureau and “Super Intelligence”
I was reminded today of AI Adoption Rate Trending Down for Large Companies , a chart produced by Apollo Global Management in September 2025, which appeared to show a slowdown in U.S. corporate AI adoption based on numbers collected by the U.S. Census Bureau.
Omen AI adds liquid know-how in $16 million Aquatic Labs acquisition
Two startups tackling the data center water problem are joining forces in a $16 million deal.
Nov 2
Saudi Aramco takes 49 percent stake in AI firm Humain with $2.6 billion deal
Saudi Aramco is buying into Humain, the company meant to turn Saudi Arabia into a global AI hub.