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gpus

30 articles about gpus in AI news

AMD to Supply Anthropic with 2GW of MI450 GPUs, Invest Up to $5B

AMD to supply Anthropic with 2GW MI450 GPUs in H1 2027 and invest up to $5B, challenging Nvidia's AI hardware dominance.

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CEO of Top AI Company Admits Begging for GPUs: Shortage Is Structural

The CEO of the most valuable AI company admitted begging for GPUs, signaling a structural shortage. The confession, reported by @TheGeorgePu, contradicts vendor narratives of ample supply.

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LongStraw Reaches 2.1M Tokens on 8 H20 GPUs via Branch Replay

LongStraw reaches 2.1M token positions for RL post-training on 8 H20 GPUs by replaying short response branches, cutting compute 8-16x vs prior art.

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95% of Announced Nvidia Blackwell GPUs Yet to Deploy

95% of announced Nvidia Blackwell GPUs remain undeployed per Air Street Capital, signaling a gap between orders and infrastructure.

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Colossus 2: xAI's Memphis Cluster Hits 300,000 GPUs

xAI's Colossus 2 hits 300,000 GPUs, targeting 1M by year-end. Training Grok-3, the $6B cluster challenges OpenAI and Google.

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AMD's Lemonade v10.8 Adds MCP Support, Letting Claude Desktop and Cursor Route Tasks to Local AMD GPUs

AMD-backed Lemonade v10.8, released June 17, now exposes a Model Context Protocol server, letting Claude Desktop, Cursor, and GitHub Copilot route inference tasks to local AMD Ryzen AI NPUs, Radeon GPUs, or plain CPUs — no cloud API required. The update also adds Moonshine speech-to-text, expanded R

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mlx-vlm v0.6.2 Adds Gemma 4 QAT Support for Local GPUs

mlx-vlm v0.6.2 adds launch-day support for Google DeepMind's Gemma 4 QAT checkpoints, enabling local inference on consumer GPUs and edge devices with video input for the 12B model.

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Nvidia Networking Revenue Hits $14.8B, Up 199% as AI Spending Shifts Beyond GPUs

Nvidia's Q1 FY2027 networking revenue surged 199% to $14.8B, signaling AI infrastructure spending is moving beyond GPUs into full-system networking. New reporting splits into Hyperscale and ACIE segments reflect a broadening customer base beyond hyperscalers.

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Nscale to Deploy 66K+ Rubin GPUs for Microsoft in Portugal

Nscale will deploy 66,000+ NVIDIA Rubin GPUs for Microsoft at Portugal's Start Campus. The deal is a first for Rubin and signals Microsoft's geographic diversification.

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Jensen Huang's 30-Year TSMC Battle: From 3D Graphics to AI GPUs

A 30-year-old comic shows Jensen Huang convincing TSMC to supply wafers for 3D graphics chips. Today, he's still fighting for wafer supply, but now for AI GPUs, alongside Broadcom, AMD, MediaTek, and Amazon.

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A Practical Guide to Fine-Tuning an LLM on RunPod H100 GPUs with QLoRA

The source is a technical tutorial on using QLoRA for parameter-efficient fine-tuning of an LLM, leveraging RunPod's cloud H100 GPUs. It focuses on the practical setup and execution steps for engineers.

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Intel, SambaNova Blueprint Pairs GPUs for AI Prefill, RDUs for Decoding

Intel and SambaNova Systems have outlined a new inference architecture for agentic AI workloads. It splits tasks between GPUs for 'prefill' and SambaNova's Reconfigurable Dataflow Units (RDUs) for high-throughput token generation.

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Cursor AI Claims 1.84x Faster MoE Inference on NVIDIA Blackwell GPUs

Cursor AI announced a rebuilt inference engine for Mixture-of-Experts models on NVIDIA's new Blackwell GPUs, resulting in a claimed 1.84x speedup and improved output accuracy.

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Mistral Secures $830M Debt to Build Paris Data Center with 14,000 Nvidia GB300 GPUs

French AI startup Mistral has raised $830 million in debt financing to build and operate a sovereign AI data center near Paris, set to host nearly 14,000 Nvidia GB300 GPUs. The move signals a strategic European push for bespoke AI infrastructure, distinct from the gigawatt-scale builds of US hyperscalers.

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The 'pytorch_no_powerplant_blowup' env var keeping frontier GPUs alive

A tweet reveals a PyTorch env var that throttles GPU power to prevent grid failures, exposing the real-world constraints of frontier AI infrastructure.

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Crusoe Launches Serverless Fine-Tuning, Targets AI Lifecycle Beyond GPUs

Crusoe launched serverless fine-tuning and inference, targeting enterprise AI teams. IDC says GPU access is no longer the differentiator; portability is now a procurement requirement.

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CoreWeave, Nebius Earnings Show AI Race Shifts From GPUs to Power

CoreWeave and Nebius Q1 earnings show AI infrastructure race shifting from GPU supply to power and scale, with combined capex guidance exceeding $55B.

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Astera Labs Scorpio X-Series Switch Targets 49% Collective IO Cut for Idle GPUs

Astera Labs introduced Scorpio X-Series 320-lane switch targeting 49% collective IO reduction for fragmented AI workloads. Shipments to hyperscalers began, with broad ramp in H2 2026.

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Open-Weight 1T Model Inference Margins Hit 88% on Rented GPUs

Renting a 128 GPU cluster to serve a 1T open model yields ~88% margin on tokens sold at $0.002/1K, exposing a structural arbitrage over proprietary APIs.

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DARPA Leases 50 Nvidia H100 GPUs for Biological AI Program

DARPA's Biological Technologies Office is procuring 50 Nvidia HGX H100 GPU systems for its NODES program, with hardware delivery required within one month. This represents a significant government investment in AI infrastructure for biological research applications.

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Microsoft to Deploy AMD Helios Rack-Scale AI at Scale on Azure

Microsoft will deploy AMD's Helios rack-scale AI accelerator at scale on Azure, powered by MI455X GPUs and Epyc Venice CPUs. The move diversifies Azure's AI silicon beyond Nvidia.

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Japan Builds $2B+ Rubin AI Factory for National Robotics Push

Japan and Nvidia announced a 140MW AI factory with 27,500 Rubin GPUs. The $2B+ state-backed facility will train open models for robotics under FRONTia.

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SambaNova Hits 850 t/s on MiniMax M2.7 via Hybrid H200-RDU Inferencing

SambaNovaAI achieved 850 t/s on MiniMax M2.7 by pairing H200 GPUs for prefill with SN50 RDUs for decode at RAISE Paris.

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Apple M7 Ultra Chip Reportedly Supports 1.5TB Unified Memory

Apple's M7 Ultra chip reportedly supports 1.5TB unified memory, doubling the M3 Ultra and matching eight Nvidia B200 GPUs, but DRAM supply constraints threaten pricing.

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NVIDIA Releases FP4 Quantized Kimi-K2.7-Code with 1T Parameters

NVIDIA released FP4 quantized Kimi-K2.7-Code on Hugging Face, a 1T-parameter model for Blackwell GPUs with claimed accuracy retention.

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SpaceXAI Ships Grok 4.5, Blackwell-Trained Coding Model

SpaceXAI released Grok 4.5, a coding-focused model trained on Blackwell GPUs, now available in Cursor and Vercel. Inference cost claims lack independent benchmarks.

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Claude Hits Azure on Nvidia GB300 Blackwell, GA for Agent Workloads

Microsoft launched Claude models on Azure with Nvidia GB300 Blackwell GPUs, targeting enterprise agentic AI. First Blackwell deployment for Anthropic in a major cloud.

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AWS Beats Cloud Rivals to NVIDIA Blackwell with EC2 G7 — 4.6x AI Inference Gain Over G6

AWS launched EC2 G7 instances on June 19, 2026, becoming the first major cloud to offer NVIDIA RTX PRO 4500 Blackwell Server Edition GPUs. The instances claim 4.6x AI inference performance over G6, backed by 700 Gbps EFA networking and 32 GB GDDR7 per GPU. The move arrives the same week AWS confirme

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Nvidia Vera Rubin NVL72 Cloud Rollout Hits Europe Ahead of H2 Deployments

Nvidia expands Vera Rubin NVL72 cloud rollout to Europe with H2 2026 deployments, offering 72 GPUs per rack for AI workloads.

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NVIDIA Blackwell Sweeps MLPerf Training 6.0, GB300 Hits 1.6x Speedup

NVIDIA Blackwell swept MLPerf Training 6.0 across all seven benchmarks. GB300 NVL72 delivered 1.6x speedup over GB200 NVL72 using NVFP4 and 8,192 GPUs.

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