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Nvidia rival Etched doubles its value to $10.3B in seven months

Etched has a simple pitch. Nvidia builds chips that do everything. Etched builds chips that do one thing, inference, and claims to do it far better. On Thursday the bet got a lot more money behind it. The startup raised $300 million in a Series C round that values it at $10.3 billion. Sequoia led […]

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Nvidia’s open-source simulator trains surgical robots in under two minutes

The hard part of medical robotics is not the robot. It is the practice. A surgical system needs thousands of attempts to learn a delicate task, and you cannot run those on real patients. Nvidia thinks the answer is to let the robot rehearse inside a simulated body, millions of times over. The company has […]

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Inside the data centres powering AI: gold racks, demented noise, and 40 diesel generators

AI can seem like magic, a voice from a phone, an answer from nowhere. Step inside the buildings that make it, and the magic evaporates. What is left is noise, heat, metal, and an enormous appetite for power. Axios’s Amy Harder toured a test server hall run by Digital Realty in Ashburn, Virginia, the heart […]

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Google’s Gemini delay exposes a deeper problem: employee morale

Google is losing a race it once led, and the problem may be its own people. Six current and former DeepMind employees told Axios that low morale is slowing the lab’s model releases, Axios reported. The immediate symptom is Gemini 3.5 Pro. Google’s most powerful model is months behind, according to Bloomberg. Google did ship […]

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Mark Zuckerberg launches an AI-optimism campaign, and a jab at the doomers

The AI industry has a mood problem, and Mark Zuckerberg thinks he can sell the cure. On Thursday, Meta’s chief executive posted a sunny vision of the AI future, and wrapped it in a marketing campaign. In a Facebook post, Zuckerberg said Meta “has always believed in giving people the power to share, connect, and […]

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Musk thanks Micron for chips, and builds a $55bn fab to replace it

Memory chips are the oil of the AI boom, and right now they are hard to get. So when Elon Musk used Tesla’s quarterly call to publicly thank Micron, it was worth noticing. Suppliers rarely get shout-outs. Scarce ones do. Micron recently gave Tesla a “significant allocation” of memory on “reasonable terms,” Musk said, according […]

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OpenAI plans a $30bn Georgia data centre, and a charm offensive to match

Building a data centre used to be a quiet affair. Not any more. OpenAI’s plan for a giant new site in Georgia arrives with a charm offensive attached, because the industry has learned that the hard part is no longer the concrete. It is the neighbours. The company will spend tens of billions of dollars […]

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Khosla Ventures, first backer of OpenAI, is raising up to $5.5bn

Vinod Khosla likes to be early. His firm was the first outside investor in OpenAI, back when that was a strange thing to be. Now Khosla Ventures is raising money to do it again, at a scale it has never tried. The firm is in talks to gather as much as $5.5bn across a new […]

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A US Senate panel says it has ‘compelling evidence’ of Chinese influence inside Amazon

The email was not meant to be public. Writing to a small-business owner on Staten Island, a researcher for the Senate Small Business Committee said Republican staff had been probing “Amazon negligence related to Chinese influence and have found compelling evidence.” The note named no evidence at all. That is more or less the whole […]

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White House accuses Moonshot of distilling Anthropic’s Fable to build Kimi K3

The model that rattled Silicon Valley last week now has Washington’s attention. A senior White House official has accused China’s Moonshot AI of breaking US export controls to build Kimi K3. It reached restricted Nvidia chips, he said, and leaned on American models to do it. Kratsios directs the White House Office of Science and […]

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