Deep Dive
NVIDIA and Microsoft are cheering OpenAI’s GPT-6 Astra after a tense 2026. Follow the chips, cloud contracts, and rival bets behind AI’s awkward group hug.
AI
NVIDIA’s reported $6 billion Poolside license takes the tech and targets 109 staffers. It is a reverse acquihire, whatever the memo desperately insists.
AI
NVIDIA’s Open Secure AI Alliance turns open AI security into enterprise infrastructure. The tools are promising. The committee meeting will be legendary.
OpenAI
OpenAI and Broadcom unveiled Jalapeño, a custom LLM inference chip aimed at lower-cost AI. The timing makes the NVIDIA moat story extra awkward.
Deep Dive
Can anyone challenge NVIDIA in AI chips? AMD, Broadcom, hyperscaler ASICs, and Huawei all have angles. None has the whole stack yet.
AI
A British AI lab raised $1.1 billion before it had a product, partnered with Jensen Huang, and named itself something that literally means ‘too great to describe.’ Bold strategy.
Big Tech
Google wants to dethrone Nvidia with custom inference chips. The timeline: 2027, roughly. Las Vegas is this week. Weezer is playing Thursday.
Big Tech
NVIDIA just made AI the operating system of quantum computers. Quantum computers, still not useful, had no comment.
This Week in Snark
AI is writing blogs, NVIDIA is deciding winners, and OpenAI is hiring like crazy—this week in tech proves the future isn’t coming, it’s already replacing you.
AI
You saw the NVIDIA GTC keynote. But the real story started after the cameras turned off—when AI stopped being a demo and quietly became infrastructure inside everything you use.
NVIDIA
I tuned into Jensen Huang’s NVIDIA GTC keynote from Boston expecting GPU announcements. Instead, I watched the man quietly running the AI economy explain how NVIDIA plans to “accelerate everyone.”
AI
NVIDIA just posted $68.1B in quarterly revenue and 75% gross margins. We ranked the 5 most surprising numbers from the earnings release.