These two tweets are exactly why you should be bullish on AI infrastructure—and, of course, bullish on NVIDIA.
BIG TECH
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GPT-4o Update Now Available to Paid Users
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The updated GPT-4o is available now to all paid users. Free users will see it over the next few weeks.
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DeepSeek V3-0324 launches on SambaNova with fastest speeds
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@deepseek_ai V3-0324 comin' in hot on SambaNova Cloud! 250+ t/s — fastest in the world $1 per million input tokens & $1.50 per million output tokens Smashes benchmarks like MMLU-Pro (81.2) & AIME (59.4), outperforming Gemini 2.0 Pro & Claude 3.7 Sonnet #DeepSeek
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Meta PARTNR: Advancing Human-Robot Collaboration Details
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We shared more details on the Meta PARTNR work to unlock human-robot collaboration in this post https://
go.fb.me/073dkm -
SambaNova Emerges as NVIDIA’s Top AI Chip Challenger
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BREAKING IN JAPAN: @Nikkei spotlights @SambaNovaAI as NVIDIA’s top challenger in #AI chips! CEO @RodrigoLiang : “GPUs/CPUs are outdated for modern AI.” “The world needs efficiency — only SambaNova delivers.” Watch the segment
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AI-native companies outperform legacy tech in revenue per employee
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inflation adjusted revenue per employee of ai-native companies vs. legacy tech companies (courtesy, deep research):
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NVIDIA Showcases AI Breakthroughs at NAB Show 2025
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See the future in action at @NABShow 2025. NVIDIA and our partners will showcase #AI breakthroughs reshaping how content is produced, delivered, and experienced. https://
nvda.ws/3DJJelQ -
Google strikes hard with Gemini 2.5 Pro: free full test
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Google just struck a BIG blow with Gemini 2.5 Pro Here is my full test and you will see all the crazy things you can do with it →
https://youtu.be/9Z9SOUgreDk And it's FREE -
Apple Invests $1B in Nvidia Servers for In-House GenAI
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Apple entre dans la course aux datacenters 1 milliard de dollars investis dans les serveurs Nvidia NVL72. Partenariats avec Dell et Supermicro pour bâtir un cluster GenAI maison et un futur LLM ? Pas encore de modèle maison, mais la base est posée. Siri est largué, Apple