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n Lambert, at the table. This also puts Hugging Face, the No. 1 hub for open-source model distribution, right in the center of the stage. The timing is especially tricky following Nvidia’s acquisition of Hugging Face. Nvidia thrives on rapid AI scaling to drive adoption of their chips, yet widespread rogue AI chaos is the last thing CEO Jensen Huang wants to see either. There is also a common counter-argument: If Western labs pace themselves, won’t China simply race ahead and capture the market?

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startup, and elastic capacity for every session. Read about Devin Outposts → Run Cursor Cloud Agents → ⚡ Runtime: a conference by Modal Join us October 1st at The Midway in San Francisco for Runtime, our conference for engineers running AI in production. We’ll have three tracks covering inference, training, and agents, with technical deep dives and speakers including Scott Wu (Cognition), Bryan Catanzaro (NVIDIA), and Cat Wu (Anthropic). Explore the lineup and apply to attend → 📍Upcoming events

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September; Go to Wikipedia's page for the world's countries and extract the top 10 biggest countries' name, area km2 and population as valid JSON; Search for the latest news about NVIDIA and summarize the three biggest stories To make it work, the library extracts the DOM into an indexed, text-like representation. It then uses an LLM to reason over it and determine how to perform the task. Historically, Browser Use used Playwright, but later migrated to raw CDP for faster, more capable automatio

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d reportedly valuing the company near ¥500 billion ( $74 billion). (Reuters/SCMP/FT) China’s AI chip IPO wave crested with Enflame’s blockbuster Shanghai debut. The Tencent-backed Nvidia challenger raised ¥6.12 billion in its STAR Market IPO, then saw shares peak at a 234% gain before closing up 188%, valuing the company near $25.5 billion. Enflame is the last of China’s “four AI chip dragons” (alongside Moore Threads, Biren, and MetaX) to go public, and the frenzied reception underscores how mu

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Capturing that reuse in production depends on how requests are routed across GPUs, which is where the serving stack comes in. The Baseten Inference Stack handles that routing with NVIDIA Dynamo and KV cache-aware routing, which steer each request to the replica already holding its prefix instead of whichever replica is free. Taken from 2x faster inference with KV cache-aware routing All of this runs behind Baseten Model APIs , where DeepSeek-V4.1-Flash is available now. Try it in our Model Libra

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mp report shows AI spending per employee dipped in August. Coding assistant Cognition rakes in billions. Meta launches its Instinct-competitor Muse. The DOJ turns its attention to Nvidia’s Groq acquihire. Biden administration officials tell their side of the infamous a16z meeting in 2024 that led firm leaders to endorse President Trump. OpenAI & Anthropic Could Profit from Cyber-Defense Tools. The Irony Is Lost on No One. The uproar over AI safety that dominated the tech conversation this week w

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evenue in its latest quarter. On a trailing-twelve-month basis, Broadcom is exceptional among its peers for how little it invests in R&D as a percentage of revenue, beaten only by NVIDIA, which has the excuse that it is the literal largest and most-profitable company on the US stock market. That’s because Broadcom doesn’t really do “innovation” or care about “being good to its customers, but by hoarding other people’s patents, iterating on their creations as little as necessary, and making it im

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ks It won't kill you, or humanity, to get off the AI upgrade treadmill New models arrive so fast, we already have more new tech than it's possible to understand in a career Cisco, Nvidia team up to build fatter, faster pluggable If you thought 1.6 Tbps was fast, just wait, Cisco's USFP targets 12.8 Tbps in a single optical pluggable TOP STORIES Anthropic asks users to stop being mean to Claude; '123456' password linked to Denmark data breach affecting 8.8M people; Microsoft and Anthropic play in

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SIC chips as well as the other chippery that Broadcom sells that goes into AI clusters, I posited that Broadcom, more than AMD or Intel, might become the biggest counterbalance to Nvidia in the GenAI boom. And that it would be getting a little competition from and help from Marvell in this task. This is turning out to be even more prophetic than I thought, based on the revenue forecast that Hock Tan, chief executive officer and legendary conglomerate builder at Broadcom, provided to Wall Street

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software Ironically, this idea lands as Salesforce is struggling to sell its own AI Tiny11 puts Windows 11 on a diet without the PowerShell workout 1 hour ago; Cisco, Nvidia team up to build fatter, faster pluggable 2 hours ago; The AI math isn't mathing as infrastructure spending forecast to outstrip expected revenue 6 hours ago; UK government chases AI while aging IT leaves it exposed, PAC chair warns 7 hours ago; It won't kill you, or humanity, to get off the AI upgrade treadmill 8 hours ago

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arning with Verifiable Rewards (RLVR) Again, the Mac is mostly the environment here and not the machine for running or updating the model during training. The model likely sits on NVIDIA GPUs and is fed via API to said Mac. By the way, NVIDIA’s CEO mentioned that GPT-6 Astra was being trained on 100,000 Grace Blackwell GPUs. 1.4 GPT-6 Astra is still a reasoning model The focus on computer-use training discussed in the previous section is not a fundamental paradigm shift in the training pipeline.

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software Increase in vibe-coded browser extensions sees Edge team automate quality assessments Tiny11 puts Windows 11 on a diet without the PowerShell workout 1 hour ago; Cisco, Nvidia team up to build fatter, faster pluggable 2 hours ago; The AI math isn't mathing as infrastructure spending forecast to outstrip expected revenue 6 hours ago; UK government chases AI while aging IT leaves it exposed, PAC chair warns 7 hours ago; It won't kill you, or humanity, to get off the AI upgrade treadmill 8

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del from a lab based in the US or EU doesn’t guarantee that a data center in that region serves the request. At global endpoints, models from OpenAI, Anthropic, Google, xAI, Meta, NVIDIA, Thinking Machines, or Mistral can run anywhere the provider serving the request operates. A data residency review asks where your request was decrypted and where inference ran, so a US team using GPT-5.6, Claude Opus 5, or Gemini 3.6 Flash on a global endpoint can still fail a compliance review. OpenRouter In-R

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del from a lab based in the US or EU doesn’t guarantee that a data center in that region serves the request. At global endpoints, models from OpenAI, Anthropic, Google, xAI, Meta, NVIDIA, Thinking Machines, or Mistral can run anywhere the provider serving the request operates. A data residency review asks where your request was decrypted and where inference ran, so a US team using GPT-5.6, Claude Opus 5, or Gemini 3.6 Flash on a global endpoint can still fail a compliance review. OpenRouter In-R

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mpanies worldwide. This matters more in the long run than capturing a few AI system deals worth billions of dollars. And besides, HPE could not get the GPU allocations from either Nvidia or AMD to grow its business any faster than it is doing. The big will get bigger faster, as Dell shows. And as the company’s financial results for its third quarter of fiscal 2026 show, HPE is finally seeing its fortunes improve and is set to help drive AI on various compute and networking engines into enterpris

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AI code-review startup CodeRabbit raised US $143 million at a $1.5 billion valuation, while claiming it performs more than 2 million reviews a week for 17,000 customers, including Nvidia, Indeed, and BMW Group. The new era of code review will determine whether AI can ever provide code that is both faster and more reliable. It also has some software engineers thinking about the future of their profession: If entry-level engineers spend less time writing code themselves, how will they learn to jud

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thank Bharat Venkitesh for providing technical support throughout this work. We thank Stephen Jones, Brian Pharris, Vinod Grover, Frederic Bastien, Hua Huang and Disha Mehra from Nvidia for various insightful discussions. We thank Zewen Shen for some helpful discussions on evaluation and numerical accuracy. The design builds on ideas from Hazy Research's Look Ma, No Bubbles! and uses ThunderKittens tile primitives. Thanks also to the authors and maintainers of FlashAttention, PyTorch, Transform

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I also just did a two part Hater's Guide To Circular Financing, covering the depths of NVIDIA's circular madness and the history of a very dangerous kind of "financial innovation." Subscribing to premium is both great value and makes it possible to write these large, deeply-researched free pieces every week. This week's premium will be The Hater’s Guide To Broadcom, a company that has long ceased to innovate, and whose existence centers on buying successful companies and jacking up prices, and n

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taining control over their data, infrastructure and knowledge. Advent, funds and accounts managed by BlackRock as well as the Grand Duchy of Luxembourg joined the round as new investors. Existing investors a16z, ASML, Belfius, BNP Paribas CIB, Bpifrance, Carmignac, DST Global, Eurazeo, General Catalyst, Headline, Hillspire, Index Ventures, Korelya Capital, Lightspeed, NVIDIA, Phoenix Court's Solar fund (home to LocalGlobe, Latitude and Solar) and Salesforce Ventures participated in the round. 0%

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ng, training, and many new product experiences. Large organizations now account for 55% of our revenue (up from 40% this time last year), and we’re proud to serve enterprises like Nvidia, Stripe, Klarna, and Deutsche Telekom, and governments from Brazil to Ukraine. At the same time, we are building new financial models to support the creative ecosystem, including the industry’s first marketplace for creators to earn money from their voice IP. As the business becomes more complex, Ethan will scal

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