interestingly these scratch-your-back deals have apparently become commonplace. an overvalued robotics company (that everyone's confused as to how they're raising so much) apparently raised a gazillion dollars through similar deal structure
MARKET TRENDS
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Nvidia GPU costs and strategic investment in OpenAI
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10GW is about $340B of nvidia h100 at $30k/gpu (assuming 20% of power for non-gpus). if openai got a 30% volume discount, they'd pay nvidia $230b probably. so instead, maybe openai pays nvidia full price and nvidia invests the excess $100B into openai stock (just throwing
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Anthropic Needs $100B Financing to Compete with OpenAI
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Anthropic must find a way to quickly secure similar deals and financing in the range of $100 billion, otherwise they will not be able to keep up in the long term due to a lack of computing power. Sam Altman is conducting outstanding negotiations and deals for OpenAI, Elon Musk
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AI Adoption in Business: Drivers, Barriers, and Trustworthiness Panel
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What is driving adoption of AI in business? What is stalling it? Is it trustworthy? On September 30, we’re going live with a panel of experts from SAS, Deloitte, and IDC to discuss this, and the data from a new report on the topic. #AIImpactReport Click attend and be sure to
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Apple AirPods Pro Real-Time Translation Faces European Regulatory Barriers
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Los nuevos Airpods Pro permiten la traducción simultánea en tiempo real, lo que plantea un mundo sin barreras comunicativas.
— Juan Merodio (@juanmerodio) 23 septembre 2025
Esto es genial y permite a los usuarios de los Airpods Pro 2 y 3 viajar sin que el idioma suponga un problema pero… no si eres europeo 😤 pic.twitter.com/HZ896voD9sLos nuevos Airpods Pro permiten la traducción simultánea en tiempo real, lo que plantea un mundo sin barreras comunicativas. Esto es genial y permite a los usuarios de los Airpods Pro 2 y 3 viajar sin que el idioma suponga un problema pero… no si eres europeo
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Qwen’s model proliferation strategy mirrors Samsung smartphone confusion
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I like model releases, but Qwen feels like Samsung smartphone strategy, have so many models that nobody knows what's going on anymore
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Altman and Brockman Discuss Massive GPU Scaling Beyond $100B
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Sam Altman, PDG d’OpenAI, et Greg Brockman, président, à propos de l’accord de 10 GW avec Nvidia :
— VISION IA (@vision_ia) 23 septembre 2025
100 milliards, c’est encore petit, ce n’est que l’équivalent de millions de GPU ; nous parlons de milliards.
Nous sommes encore à trois ordres de grandeur de l’échelle dont nous… pic.twitter.com/aZAh7jplgWSam Altman, PDG d’OpenAI, et Greg Brockman, président, à propos de l’accord de 10 GW avec Nvidia : 100 milliards, c’est encore petit, ce n’est que l’équivalent de millions de GPU ; nous parlons de milliards. Nous sommes encore à trois ordres de grandeur de l’échelle dont nous
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China Opens Entirely Robot-Run Bodega Store
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China Opens #Bodega Entirely Run by Robot! Source: @futurism https://
search.app/6bVse #AI #ArtificialIntelligence #technology #tech #robotech #Robots #robotics #humanoidrobot #humanoid @anand_narang @antgrasso @chidambara09 @CurieuxExplorer @Eli_Krumova @Fabriziobustama -
China’s AI Progress: Baidu’s Deep Learning Success Before DeepSeek
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Myth: China only caught up to America in AI with DeepSeek.
Reality: Baidu was using deep learning in production in 2010. -
SLI to NVLink: NVIDIA Hardware Evolution and Performance Changes
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SLI became NVLink, which they later nerfed as well