Wall Street’s Best Ideas: Pondering Nvidia’s move to open up The Street is debating the meaning of Nvidia’s opening-up of its chip-connection technology. Plus, there are reasons to reconsider beaten-down Semtech and Marvell, there are good vibes for Analog Devices’s earnings
HARDWARE
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Dell and NVIDIA Launch Next-Gen Enterprise AI Solutions
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@DellTech Unveils Next-Gen Enterprise AI Solutions with @nvidia at #DellTechWorld. The latest updates to the Dell AI Factory with NVIDIA include upgraded infrastructure, full-stack enterprise AI solutions and managed services that streamline operations and achieve faster
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Mistral AI Platform Arrives on Dell Hardware On-Premises
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We’re bringing le Chat and our AI Platform to Dell’s hardware for on-prem deployment https://
dell.com/en-us/blog/bri
nging-mistral-ai-s-platform-on-premises-with-dell-ai-factory/
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Axelera AI Vision: Build Next-Generation AI-Powered Applications
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We’ve seen builds that speak, blink, switch, log, open, notify and even warn.
Yours could be next.
If you had all the gear you wanted, what would you build with the power of Axelera's vision AI?
Make it happen: https://
eu1.hubs.ly/H0kblwn0
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Semiconductor Industry Faces Critical Challenges for Golden Era
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Currently, the semiconductor industry is facing structural challenges. McKinsey identifies six critical areas to address in order to turn the next decade into a “golden era.” Source @McKinsey Link https://
mck.co/3Z4voSe via @antgrasso #Semiconductors #Strategy -
Nvidia Unveils Isaac GR00T N1.5 and GR00T-Dreams at Computex 2025
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At COMPUTEX 2025, Nvidia CEO Jensen Huang announced:
— Rowan Cheung (@rowancheung) 19 mai 2025
—Isaac GR00T N1.5, an upgraded version of its open AI for humanoid reasoning
—GR00T-Dreams blueprint to generate synthetic motion data from single images for training (used to train N1.5)pic.twitter.com/RbgbsVZMdtAt COMPUTEX 2025, Nvidia CEO Jensen Huang announced: —Isaac GR00T N1.5, an upgraded version of its open AI for humanoid reasoning
—GR00T-Dreams blueprint to generate synthetic motion data from single images for training (used to train N1.5) -
Jensen Huang Presents AI’s Global Expansion at COMPUTEX2025
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Electricity. The Internet. Now it’s time for another major technology, #AI, to sweep the globe. NVIDIA founder and CEO Jensen Huang took the stage at a packed Taipei Music Center Monday to kick off #COMPUTEX2025, captivating the audience of more than 4,000 with a vision for a
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Physical AI Foundation of Robotics Revolution
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"Physical AI is the foundation of the robotics revolution," says Jensen Huang. The future isn’t just digital — it’s embodied.
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IIT Roorkee Opens Metaverse Zone Facility With Alumni Support
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IIT Roorkee Launches State-of-the-Art #Metaverse Zone Facility Backed by Alumni Batch of 1981
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CPU vs GPU: Computing Power Gap in AI Training
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they trained on a cluster of 64 1.2 GHz CPUs i did some math and think this is roughly 1 teraflop. a single H100 GPU gives you 4,000 teraflops lol