AI Hardware & Chips

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Accuracy score results for the post-trained NVIDIA Nemotron 3.5 Lightning AI model.

Palantir Foundry and cuOpt drive NVIDIA supply chain allocation

NVIDIA is using Palantir Foundry and cuOpt to automate its hardware supply chain allocation decisions across global manufacturing sites. The company measures operational delivery from wafer-out to first token. This window splits into time-to-rack (the transit from fab output to an assembled data centre system) and time-to-token (which covers power, cooling, networking, and day-one software […]

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Samsung taps Mistral AI models for semiconductor manufacturing

Samsung has partnered with Mistral AI to deploy on-premises models across its semiconductor manufacturing and engineering operations. The agreement was announced during the bilateral state summit held in Paris between South Korea and France. Samsung will integrate Mistral’s software suite – including its flagship Mistral Large model – into internal semiconductor facilities to build customised

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The robotics capability framework for physical AI by Arm.

Arm launches Total Design for Physical AI and robotics framework

Arm has launched Arm Total Design for Physical AI alongside a new robotics framework to establish common standards across automated systems. Physical industries – spanning mining, agriculture, manufacturing, and global transport – account for trillions of dollars in economic activity and an estimated $200 billion annual compute opportunity by the 2030s. To address engineering fragmentation

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A quarter of Nvidia’s business next year comes from labs it is financing

Nvidia has put nearly US$50 billion into the AI labs that buy its chips, and has lined up commitments for more than $500 billion Colette Kress, the company’s chief financial officer, told analysts on August 26 that demand from the labs Nvidia backs with its own balance sheet will contribute toward roughly a quarter of its business

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NVIDIA Jetson Orin Nano 2 brings physical AI to drones and robots

NVIDIA has unveiled the Jetson Orin Nano 2, an edge robotics computer aimed at bringing physical AI to drones, robots, and vision systems. The company is positioning the new board as an entry-level option for developers who want generative AI models running directly on a machine instead of inside a data centre. NVIDIA’s argument for

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XPENG IRON humanoid robot draws record physical AI funding

XPENG’s physical AI unit has secured over $900 million at a $6.3 billion valuation to scale its IRON humanoid robot platform. The Chinese electric vehicle maker announced the funding round for its robotics business through a set of share purchase agreements with multiple investors. XPENG says the deal represents the largest single-round private capital raise

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AMD to invest up to $5 billion in Anthropic under AI infrastructure deal

AMD has agreed to invest up to $5 billion in Anthropic under an infrastructure agreement covering tens of billions of dollars’ worth of AI systems. Anthropic will deploy up to two gigawatts of capacity using AMD’s Instinct MI450-series accelerators, with deployment of the first gigawatt beginning in the first half of 2027. AMD’s investment will

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SenseTime’s Galaxy Project targets domestic AI chip scale-up

SenseTime has launched the Galaxy Project, teaming with nearly 20 partners to scale domestic AI chip infrastructure in China. In a keynote titled ‘Intelligent Transformation and Symbiosis,’ Yang Fan – the company’s co-founder and president of its Large Device Business Group – laid out what SenseTime describes as a closed loop connecting chip-level technology, ecosystem

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Bristol Myers Squibb buys Nvidia AI system for drug discovery

Bristol Myers Squibb is purchasing an Nvidia DGX SuperPOD built on the chipmaker’s Vera Rubin architecture to support artificial intelligence use across its drug discovery and development operations. The pharmaceutical company said it will be the first life sciences group to acquire a DGX SuperPOD based on Vera Rubin. Nvidia introduced the architecture earlier this

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Nokia’s AI-RAN platform: a radio comeback that runs on NVIDIA

Nokia’s AI-RAN platform arrived on July 15 with a claim worth examining: that it is the industry’s first. The vendor says the platform, built on its anyRAN software and NVIDIA’s Aerial system, will let operators pull far more capacity from the spectrum they already own, and it has framed the launch as one of the most significant

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