Vera Rubin
AI & Automation
The $32 Billion Bet on Nothing Yet: Nvidia Pours $5B Into Sutskever’s Product-Less Lab
Nvidia committed $5B to Safe Superintelligence, valued at $32B with no product, revenue, or published research. Why the AI industry is pricing conviction over evidence.
AI & Automation
SK hynix’s HBM4 Gambit: Two-Thirds of Nvidia’s Rubin Memory and a 48GB Stack
SK hynix is set to supply roughly two-thirds of Nvidia's HBM4 for Vera Rubin, with a 16-layer 48GB stack and the third quarter of 2026 mass production. Why memory is the new moat.
AI & Automation
OpenAI’s Jalapeño: A First-Gen Inference Chip That Actually Competes With Nvidia
OpenAI's first custom chip, Jalapeño, is a reticle-sized inference ASIC co-built with Broadcom. Benchmarks show competitive perf-per-watt vs Nvidia — with honest caveats.
Startups
Thinking Machines Hits $50B Valuation: Mira Murati’s Lab Secures 1GW of Vera Rubin Compute from NVIDIA
⚡ Key Takeaways Thinking Machines Lab, founded by Mira Murati in February 2025, reached a reported $50 billion valuation in...
AI & Automation
NVIDIA Vera Rubin: What Blackwell’s Successor Means for AI Infrastructure Buyers
NVIDIA Vera Rubin delivers 10x lower inference cost, 288GB HBM4 per GPU, and trillion-parameter optimization. What infrastructure buyers need to plan for.
Infrastructure & Cloud
NVIDIA’s Groq Deal: How the Vera Rubin Platform Reshapes AI Inference
NVIDIA's $20B Groq deal yields the LP30 LPU with 35x inference efficiency per watt. The Vera Rubin platform unifies GPUs and LPUs for trillion-parameter AI.
