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What will Apple’s John Ternus era look like?

It’s officially the Ternus era at Apple. Tim Cook stepped down as CEO this week, handing the company to former hardware chief John Ternus, whose first memo promised a “huge launch next week” — timing that puts Apple’s next iPhone event on his desk before he’s even settled in. Cook isn’t going far, though: he’s staying on as Executive Chairman, focused on the kind of policy […]

2026-09-05 原文 →
AI 资讯

Nvidia is buying Hugging Face for almost $13 billion

Nvidia has agreed to buy Hugging Face for $12.93 billion, bringing one of the most popular hosting platforms for open-source AI models, datasets, and tools under the ownership of the world's biggest AI chipmaker. Hugging Face is an online platform founded in 2016 that gives AI developers a space to share their projects and data […]

2026-09-03 原文 →
AI 资讯

Nvidia’s DLSS 5, explained

Nvidia knows that DLSS 5 left a bad first impression. In March, many gamers took one look at Resident Evil Requiem protagonist Grace Ashcroft's DLSS 5-ified face and declared it AI slop. So this week, the company's re-introducing its controversial "neural rendering" with firm messaging about how it "preserves artistic intent," "respects the rendered frame," […]

2026-09-01 原文 →
AI 资讯

OpenAI Jalapeño puts NVIDIA's inference margins on the clock

Does Jalapeño beat NVIDIA? On the benchmark OpenAI published, yes. Does that make it a better chip than NVIDIA's Blackwell platform? The evidence does not support that claim yet. Should NVIDIA care? Yes. Jalapeño gives OpenAI a credible way to move repeated, high-volume inference onto hardware it controls. That changes how OpenAI buys GPUs, how much pricing power NVIDIA keeps, and how expensive it is to leave CUDA. That is a narrower claim than "NVIDIA killer." It is also more interesting. Short version: Jalapeño is an inference ASIC co-developed by OpenAI and Broadcom. Early results show excellent latency and performance per watt on three large models. It has not yet proved production-scale economics, long-context agent performance, or fleet reliability. Near term, it gives OpenAI capacity and negotiating power. Over time, it could take a profitable slice of inference away from merchant GPUs and weaken one part of NVIDIA's software moat. This is infrastructure analysis, not a stock call. What exactly is Jalapeño? OpenAI calls Jalapeño its first "Intelligence Processor." The plainer description is a custom ASIC for large-language-model inference, built with Broadcom and turned into boards, racks, and production systems with Celestica. This is intended to become more than a lab project. OpenAI and Broadcom announced a 10-gigawatt custom-accelerator program in October 2025, with racks targeted to start deploying in the second half of 2026 and the program running through 2029. Those gigawatts are a roadmap, not deployed capacity. The original collaboration announcement states the schedule . Inference is the part that happens after training. A model has already learned its weights. The system now has to process a prompt, generate tokens, maintain the conversation state, route requests, and repeat that work for millions of users and agents. NVIDIA GPUs can train models and serve them. Jalapeño has a smaller job description. It is designed around serving current and futur

2026-08-30 原文 →
AI 资讯

Jensen Huang says Nvidia achieved AGI, again — not that it matters

On Nvidia's earnings call Wednesday, CEO Jensen Huang casually announced the company had "achieved AGI," one of the tech industry's ultimate goals some of its biggest players have spent years chasing. Almost immediately, Huang dismissed the coveted milestone as "senseless." He's right. For the supposed finish line of the AI race, there is no consensus […]

2026-08-28 原文 →
AI 资讯

Nvidia is about to be a hundred-billion-dollar-a-quarter company

Nvidia's predicting it will pull in $108 billion in revenue within just a few months. It wouldn't be the first company to rake in over $100 billion in quarterly revenue - Amazon, Apple, and Alphabet have repeatedly reached the milestone. Nvidia said in its latest earnings report that it brought in a record $96.2 billion […]

2026-08-27 原文 →