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ByteDance, Alibaba and Tencent order $35bn of Nvidia chips, Reuters reports

ByteDance, Alibaba and Tencent have ordered more than 3 million of Nvidia’s RTX PRO 5500 graphics cards. Their combined sticker price is over $35bn. Reuters reported the orders on Tuesday, citing two people familiar with the matter. TNW has not independently verified the report. Nvidia has told customers and partners it cannot guarantee it will […]

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Germany signs AI partnership with Nvidia at Berlin investment summit

At the Invest in Germany Summit in Berlin, the German government entered into an agreement with Nvidia on Monday, when Chancellor Friedrich Merz opened the two-day event by addressing Jensen Huang, Nvidia’s CEO. The economy ministry has entered into a memorandum of understanding with the chipmaker but has provided no further details; the agreement comes […]

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CoreWeave’s debt is becoming the whole AI industry’s problem

CoreWeave had a bad week last week. Its bonds slipped into distressed territory by a common definition – when investors demand 1,000 basis points more in yield than they’d get from government bonds. Last Tuesady Chamath “SPAC King” Palihapitiya noticed the distressed debt, and also asked whether the AI buildout was a private credit bubble. […]

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Modal says Nvidia’s Vera CPU doubles throughput for its AI sandboxes

Modal plans to run its Sandboxes product on Nvidia’s Arm-based Vera CPU, its first step away from x86 chips. In Modal’s own tests, Vera handled up to twice as many tasks as an Intel server when packed with containers. The results have not been independently checked. Modal plans to run its AI agent sandboxes on […]

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A Nvidia insider-turned-VC on why robotics hasn’t hit its ChatGPT moment, yet

Amulya Vishwanath, who spent seven years leading product marketing for NVIDIA’s robotics platforms, says robotics is currently in its “Lego era,” with the basic building blocks like actuators, robotic hands, software, and safety standards still being rebuilt.  This view runs counter to those who believe that robotics, powered by a general foundation model, is about to have […]

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Nvidia’s RTX Spark laptops are built to run AI agents locally

Nvidia’s RTX Spark laptops, which launched on Friday, are built to run AI agents on the laptop itself. Users can install agents such as GitHub Copilot, Hermes, OpenClaw and Perplexity from the first start-up, without a command line, Nvidia said. Each laptop runs on a single superchip that pairs a Blackwell RTX graphics chip with […]

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Germany to announce AI partnership with Nvidia next week, sources say

Germany plans to announce an agreement with Nvidia next week to help its industry make more use of AI, Handelsblatt reported. The sources said the deal will be a big boost for AI in industry, and that other partners besides Nvidia will join. The German government has not commented publicly, and we have not independently […]

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Surface Laptop Ultra review: a different kind of MacBook Pro

After setting up Microsoft’s Surface Laptop Ultra, I spent five minutes just staring at it. I wasn’t surprised by its MacBook Pro-like design or blown away by its bright display. I was trying to work out what I’d actually do with a $5,900 laptop. This isn’t just any regular Windows laptop. Microsoft has teamed up […]

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