ICYMI: SambaNova + @Intel just laid out a new blueprint for agentic AI inference — disaggregated by design. RDUs for decode, Xeon 6 for orchestration + tool calling. Built for real enterprise workloads. H2 2026. @sallywf @eetimes
BIG TECH
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Google Gemini Gets Spending Caps and International Rollout
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This along with spending caps, billing account caps, and more make building with Gemini much easier. Great work by @jastephx and so many folks across Google who pulled this off! We are also doing the international rollout over the next few days.
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Gemini API Launches Prepaid Billing for US Customers
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Excited to share that the Gemini API now has prepaid billing, rolled out to start for US customers!! We have been working hard across Google to enable this. It’s the default for new API users and existing users can opt in via a new billing account, all directly in AI Studio.
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Nvidia’s AI Chip Dominance: Supply Chains, Competition, and Geopolitics
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— NVIDIA AI (@NVIDIAAI) 15 avril 2026
The Jensen Huang episode. 0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains?
0:16:25 – Will TPUs break Nvidia’s hold on AI compute?
0:41:06 – Why doesn’t Nvidia become a hyperscaler?
0:57:36 – Should we be selling AI chips to China?
1:35:06 – Why doesn’t Nvidia -
Jensen Huang Defends Position Calmly at GTC Conference
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One reason I love Jensen is how he defends his position. One of the calmest CEOs around, I watched him answer questions from the world's press at GTC for two hours.
— Robert Scoble (@Scobleizer) 15 avril 2026
Listen to about 1 hour and 10 minutes into this to see him get ferocious about taking on Dwarkesh and stick up… https://t.co/8qpv4PnVVjOne reason I love Jensen is how he defends his position. One of the calmest CEOs around, I watched him answer questions from the world's press at GTC for two hours. Listen to about 1 hour and 10 minutes into this to see him get ferocious about taking on Dwarkesh and stick up
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Five-Layer AI Cake Shapes U.S. AI Leadership Future
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The future of U.S. AI leadership will be shaped across every layer of the five-layer AI cake.
— NVIDIA AI (@NVIDIAAI) 15 avril 2026
From energy and chips to infrastructure, models and applications, every layer matters.
Our CEO Jensen Huang on the @dwarkeshpodcast: pic.twitter.com/u8f9Pfb6XZThe future of U.S. AI leadership will be shaped across every layer of the five-layer AI cake. From energy and chips to infrastructure, models and applications, every layer matters. Our CEO Jensen Huang on the @dwarkeshpodcast
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Companies Paying AI Influencers for Product Visibility
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Yup. That's the problem, and is why companies are paying me and others to get their products seen. It's something I think about a lot. I put most of those people on my "AI Influencer" list although a few are still on my "AI Newsmaker" list. Hope I don't lose you, but that is
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NVIDIA’s End-to-End AI Factory Optimization Strategy
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Why? Because NVIDIA optimizes end-to-end performance across the full AI factory, not just one component. Cost per token reflects: GPUs + CPUs Networking + storage Software stack Ecosystem + deployment efficiency
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Cost Per Token: NVIDIA’s TCO Advantage for Enterprise AI
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Cost per token is the only TCO metric that captures the full picture of whether enterprises can profitably scale AI, directly accounting for: Hardware performance Software optimization Ecosystem support Real-world utilization And NVIDIA delivers the lowest cost per
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Commvault announces AI-ready data center capacity at Google Cloud Next
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Get ready for #GoogleCloudNext and the latest announcements from @Commvault
. Sign up here now: https://
community.commvault.com/news-events-7/
join-commvault-at-google-cloud-next-april-22-24-2026-11693
… Here is a summary excerpt of the announcement mentioned in #Commvault's quoted post below: "The demand for AI-ready data center capacity is expected to rise at