Timeline
Next-gen AI rack system delayed to 2028 due to manufacturing snags
Collaborated with Hugging Face to release open-source robot models for physical AI
Renting back GPU capacity from neoclouds due to softening demand
US export controls target NVIDIA A100 and H100 chips
NVIDIA claims Blackwell inference stack cut DeepSeek V4 token costs 5x in one month
Vera Rubin NVL72 cloud rollout expands to Europe with H2 2026 deployments
xAI pivots Colossus cluster to rental compute, targeting 30%+ margins as a neo-hyperscaler
xAI drops JAX for GPU training, builds custom C training framework using Grok Build
Integrated SuperGrok subscriptions into Hermes Agent with single OAuth login
Colossus 2 unified Blackwell-only cluster under preparation for training and IPO support