The one thing · 13 sec read
From NVIDIA BlogAI factories are built by the megawatt, even by the gigawatt. Each megawatt factory costs roughly $60 million, and AI factory operators will only commit capital on that scale with a clear view of the return on investment.
Announcement · 10 sec read
From NVIDIA BlogBringing together the world’s brightest minds and the latest accelerated computing technology leads to powerful breakthroughs that help tackle some of the biggest research problems.
Announcement · 11 sec read
From AWS What's New (AI)Today, AWS announces the availability of UltraFast mode for GPT-6 Astra from OpenAI on Amazon Bedrock. Ultrafast is a premium speed tier for GPT-6 Astra built for workloads where speed matters most.
Announcement · 12 sec read
From NVIDIA BlogBuilding on nearly a decade of co-engineering, CoreWeave has built NVIDIA compute, networking and software into a cloud purpose-built for AI that’s still returning on investment across multiple generations of deployment.
Announcement · 3 sec read
Today's issue · 6 stories · 60 seconds
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From NVIDIA BlogAI factories are built by the megawatt, even by the gigawatt. Each megawatt factory costs roughly $60 million, and AI factory operators will only commit capital on that scale with a clear view of the return on investment.
From NVIDIA BlogBringing together the world’s brightest minds and the latest accelerated computing technology leads to powerful breakthroughs that help tackle some of the biggest research problems.
From AWS What's New (AI)Today, AWS announces the availability of UltraFast mode for GPT-6 Astra from OpenAI on Amazon Bedrock. Ultrafast is a premium speed tier for GPT-6 Astra built for workloads where speed matters most.
From NVIDIA BlogBuilding on nearly a decade of co-engineering, CoreWeave has built NVIDIA compute, networking and software into a cloud purpose-built for AI that’s still returning on investment across multiple generations of deployment.
From Microsoft Research blogOn July 24, 2025, Microsoft Research Asia – Singapore (MSRA – Singapore) opened its doors as Microsoft’s first research lab in Southeast Asia.
Nothing today qualified as infrastructure and compute. We left the slot empty rather than fill it with something weaker.
“A nation without a past is a nation without a present or a future.”
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The world's largest chip foundry's revenue, published monthly: the earliest hard signal on AI chip demand.
Startup launches and investor panels; a week when many early-stage rounds are announced.
What TSMC says about AI demand and advanced-node capacity sets expectations for every chip buyer.
Europe's largest tech conference: founders, investors and European policymakers in one place.
The next monthly read on AI chip demand from the foundry that makes most of it.
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