Elon Musk said on SpaceX's August 4 earnings call that the company will build its AI infrastructure exclusively on Nvidia, citing the Vera Rubin architecture as the best available. SpaceX has not disc…
SpaceX's first quarterly earnings as a public company reveal that its core business is telecom and AI compute leasing, not rockets, with Starlink generating $4.2 billion in revenue and the neocloud bu…
Nebius, a Nasdaq-listed AI cloud infrastructure company headquartered in Amsterdam, is hiring a Forward Deployment Engineer for its Azure AI platform, a remote role based in Europe. The position requi…
Leopold Aschenbrenner's hedge fund Situational Awareness lost 67% in July 2026, falling from $45 billion to $10 billion in assets under management, after concentrated bets on AI hardware and semicondu…
Leopold Aschenbrenner's hedge fund Situational Awareness LP collapsed from $45 billion to roughly $10 billion in four trading days after margin calls forced liquidation, with Citadel buying its levera…
SWE-rebench's latest leaderboard shows frontier coding models within 2.2 points of each other on resolved rate, with Fable 5 (Anthropic) at 64.5%, Grok 4.5 (xAI) at 63.8%, Opus 5 (Anthropic) at 63.4%,…
Leopold Aschenbrenner's Situational Awareness LP hedge fund liquidated its entire $16 billion public equity portfolio of AI stocks to Citadel in a single block trade after leveraged bets cratered, wit…
Leopold Aschenbrenner's hedge fund Situational Awareness has been forced to sell its entire public stock portfolio after steep losses on leveraged AI bets, with Citadel buying the book. The fund, whic…
A developer's SmartNotes project and portfolio chatbot broke after their OpenAI API account was suspended. They migrated to Hugging Face inference APIs via Nebius, rewrote the AI integration layer, an…
A developer redesigned their portfolio website by migrating the AI chatbot from OpenAI to Hugging Face, switching the database from MongoDB to Neon PostgreSQL, and implementing streaming responses for…
AI data-center debt has surpassed $500 billion, with $200 billion in private credit funds and $334 billion in 2026 issuance alone, but the risk resembles the 2001 telecom overbuild rather than the 200…
Nvidia disclosed a $4B+ passive stake in neo-cloud startup Nebius, sending its stock up 18.8%, as the Nasdaq led a strong market session with a 1.9% gain driven by a semiconductor rally. Oracle faces …
Nvidia launched its Spectrum-6 switch, a 102.4 Tb/s system offering twice the capacity of previous-generation systems, to power next-gen AI networking. The Ethernet-based switch, available in SN6810 a…
Nvidia launched its Spectrum-6 Ethernet switch for AI factories, with CoreWeave, Microsoft, Nebius, SpaceX, and Tesla among initial adopters. The switch offers high switching capacity to support AI mo…
Nvidia's Spectrum-6 Ethernet switch, delivering 102.4 Tb/s switching capacity on a single chip, is now being installed at major AI factories to manage networks connecting hundreds of thousands of GPUs…
NVIDIA's Spectrum-6, a 102.4-terabit-per-second Ethernet switch system with 2x the capacity of previous-generation systems and built as part of the NVIDIA Vera Rubin platform, is arriving across the w…
Wall Street futures pointed higher Tuesday, with the S&P 500 up 0.4%, the Dow up 0.3%, and the Nasdaq climbing 1.3%, as AI-focused companies recovered some losses. Chipmakers Marvell Technology and In…
Nebius stock surged after Nvidia disclosed a 9.3% stake in the neocloud company, following a $2 billion investment announced in March.…
Neoclouds such as CoreWeave, Lambda Labs, Voltage Park, Together AI, Nebius, Nscale, and Polarise owe customers years of compute because prepaid capacity commitments and prepaid tokens create deferred…
Meta Platforms is in talks to lease computing power to Anthropic in a potential deal worth up to US$10 billion over two years, according to a source familiar with the matter. The deal would help Meta …