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SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144
SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture
NVIDIA's next marquee product — the Kyber rack-scale architecture designed to house its 2027 Rubin Ultra chips …

AIArmin Ronacher's Thoughts and Writings · 14m ago

Claude Opus 4.8 and Sonnet 5 seem worse at tool calls than older
A very strange Pi issue sent me down a rabbit hole over the last two days. The short version is that newer Claude models sometimes call Pi's edit tool …
AISouth China Morning Post · 3h ago

Shanghai-based AI chipmaker Biren raises ~$892.5M in a new share sale
Chinese artificial intelligence chipmaking champion Shanghai Biren Technology is raising HK$7 billion (US$892.5 million) …
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