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OpenAI’s financial trajectory hinges heavily on infrastructure costs, a reality that drove the development of the new custom OpenAI Jalapeño chip. Developed in collaboration with Broadcom, the application-specific integrated circuit (ASIC) represents a direct attempt to mitigate the heavy capital expenditure associated with third-party hardware. While Nvidia currently commands an estimated 75% profit margin on […]
Samsung Electronics is expanding employee access to ChatGPT Enterprise and Codex, giving staff wider use of AI tools for technical and non-technical work. According to OpenAI, the deployment covers all Samsung Electronics employees in Korea and all Device eXperience employees worldwide. The DX division includes smartphones, consumer electronics, and home appliances. Samsung plans to use
Samsung opens ChatGPT Enterprise and Codex access after AI restrictions Read More »
Microsoft’s Majorana 2 quantum chip arrived this week with numbers that are genuinely difficult to contextualise: qubits 1,000 times more reliable than the first generation, a mean qubit lifetime of 20 seconds against an industry norm measured in microseconds, and a revised roadmap targeting a commercially scalable quantum computer by 2029. Behind those numbers is Microsoft Discovery
Microsoft’s Majorana 2 quantum chip is also a case study for agentic AI in R&D Read More »
The Nvidia Vera chip is rarely the headline when earnings beat estimates, but it should be. When Nvidia reported Q1 revenue of US$81.62 billion on Wednesday, beating analyst estimates of US$78.86 billion, and guided Q2 at US$91 billion–well above Wall Street’s US$86.84 billion forecast–the numbers did what Nvidia numbers always do: dominate the room. But
Nvidia’s Vera chip is the US$200 billion bet Jensen Huang doesn’t want you to overlook Read More »
Alibaba has unveiled a new AI processor built specifically for AI agents, pairing the chip announcement with a multi-year silicon roadmap and a new large language model, signalling that the company is building an integrated AI stack, not just filling a gap left by US export controls. The Zhenwu M890, developed by Alibaba’s semiconductor subsidiary
LG is currently engaged in exploratory discussions with NVIDIA concerning physical AI, data centres, and mobility. Following a meeting in Seoul between LG CEO Ryu Jae-cheol and Madison Huang, Senior Director of Product Marketing for Omniverse and Robotics at NVIDIA, the core operational dependencies required to run complex automated systems are becoming apparent. While the
What LG and NVIDIA’s talks reveal about the future of physical AI Read More »
When a company with US$15.5 million in annual revenue debuts on a stock exchange and its market capitalisation briefly hits US$10 billion, the obvious question is: what do investors know that the financials don’t show yet? In Lightelligence’s case, the answer is optical interconnect and the growing conviction that conventional copper wiring between AI chips
At the Google Cloud Next conference, Google and NVIDIA outlined their hardware roadmap designed to address the cost of AI inference at scale. The companies detailed the new A5X bare-metal instances, which run on NVIDIA Vera Rubin NVL72 rack-scale systems. Through hardware and software codesign, this architecture aims to deliver up to ten times lower
NVIDIA and Google infrastructure cuts AI inference costs Read More »
Cadence Design Systems announced two AI-related collaborations at its CadenceLIVE event this week, expanding its work with Nvidia and introducing new integrations with Google Cloud. The Nvidia partnership focuses on combining AI with physics-based simulation and accelerated computing for robotic systems and system-level design. The companies said the approach targets modelling and deployment across semiconductors,
Cadence expands AI and robotic partnerships with Nvidia, Google Cloud Read More »
Managing the economics of multi-agent AI now dictates the financial viability of modern business automation workflows. Organisations progressing past standard chat interfaces into multi-agent applications face two primary constraints. The first issue is the thinking tax; complex autonomous agents need to reason at each stage, making the reliance on massive architectures for every subtask too
How multi-agent AI economics influence business automation Read More »
