Topic

Nvidia

13 stories

OpinionReality Check
Microsoft’s Maia 300 is not yet a proven Nvidia alternative
Microsoft plans production deployments in 2027 and intends Maia to become its primary inference system, but has not yet shown production results.
17 hr ago
Compute
Microsoft says Maia 200 serves workloads across 3 regions as Maia 300 targets 2027
Microsoft says Maia 200 supports production workloads across three regions; Maia 300’s planned scale and performance figures remain future plans and company claims.
19 hr ago
Compute
NVIDIA and Cisco's planned USFP pluggable optics: what to know
The first planned transceivers have 16 lanes, with a possible expansion to 32 or more. NVIDIA and Cisco have not set a sampling or customer-availability date.
21 hr ago

More on Nvidia

OpinionReality Check
Microsoft’s Maia 300 chip has a 2027 plan, not proof of lower Nvidia reliance
Microsoft says Maia 300 could deliver 40% more tokens per megawatt, but that comparison has not been independently tested and production use is planned for 2027.
Yesterday
ComputeAnalysis
Microsoft’s Maia 300 could reduce Nvidia reliance, but 2027 deployment is the test
Microsoft says production deployments start in 2027; its 40% efficiency comparison uses unnamed GPU systems and has not been independently validated.
Yesterday
SafetyExplainer
AI agent package risks and NVIDIA’s safeguards: what to know
Sorami found its tested default policy blocked the egress paths it tried, but tested one host and did not evaluate Sentry.
Yesterday
Compute
How NVIDIA says it will direct its $1 billion science commitment
The company names university research, quantum computing and government-serving cloud providers as support channels but has disclosed neither allocations nor delivery to date.
Oct 9
BusinessAnalysis
SpaceX is in talks to raise $40 billion for Nvidia chips, Reuters reports
The reported package could combine $10 billion in bank loans with $30 billion in investment-grade debt, but no financing or chip purchase is confirmed as completed.
Oct 8
Compute
Why Earthmade’s CEO was arrested over alleged server shipments to China
Prosecutors allege Earthmade’s owner helped divert restricted servers they value at more than $300 million. The indictment is not a verdict, and no sentence has been imposed.
Oct 2

OpinionThe Editorial Board
Open-source Huawei tools need real-world use to loosen Nvidia’s hold
The Ascend 950 software is available, but the evidence does not yet show whether outside developers can use it reliably enough to move workloads off Nvidia.
Oct 2
ComputeAnalysis
How DeepSeek’s Huawei Ascend tools could loosen Nvidia’s software hold
The six-component release addresses software developers need alongside alternative chips. Earlier Ascend deployments show workloads running, but also the integration work involved.
Oct 2
OpinionThe Argument
Who holds AI firms to account under Trump's self-policing accord?
The one-page pledge Trump and six tech leaders signed promises internal controls and outside audits, but reports go to company boards and no penalty for breaking it has been described.
Oct 1
Policy
Trump's accord leaves 6 AI and chip giants to police themselves, with no penalties spelled out
The one-page pledge commits firms to internal controls, outside audits and board reviews. Trump calls it morally binding, but no penalties, deadlines or public reporting have been described.
Oct 1