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Nvidia

NVIDIA is a semiconductor company best known for its GPUs, which are the primary compute hardware for training and running AI models. Its H100 and A100 chips power the majority of AI data centers worldwide.

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// recent coverage 4352 mentions

12:18
2026-09-19
interestingengineering.substack.com
large-language-models

Three Times the Throughput, None of the Capex?

Z.ai says an agent running on its GLM-5.3 model built the inference service that now serves GLM-5.3-Flash, reaching 3.22x baseline throughput in thirteen days on a cluster of more than 100,000 Chinese…

05:03
2026-09-19
substratemag.com
ai-infrastructure

Dylan Patel's Information Machine

SemiAnalysis, the semiconductor and AI infrastructure newsletter founded by Dylan Patel in 2020, is projected to surpass $100 million in revenue this year, with the vast majority of the world's larges…

17:17
2026-09-18
networkworld.com
ai-chips

Huawei aims to deliver faster AI chips, faster

Huawei is pulling forward the release of two Ascend 960 AI chip models by three to nine months, deputy chairman David Wang said at the Huawei Connect 2026 conference. The Ascend 960DT will now ship in…

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