Thinking Machines Lab Signs Multi-Billion Google Cloud Deal
Mira Murati's Thinking Machines Lab just inked its first cloud deal with Google, worth single-digit billions, running on Nvidia GB300 chips for Tinker.
Nvidia
OpenAI Commits $20B+ to Cerebras Chips, Plus an Equity Stake
OpenAI doubled its Cerebras commitment to $20B+ over three years and added an equity stake, a sharp move to cut its Nvidia dependence. Here's what changed.
Nvidia Is Negotiating to Buy a Major PC Maker — Dell and HP Stocks Surge
SemiAccurate reports Nvidia has been negotiating for over a year to acquire a large PC-oriented company. Dell jumped 6% and HP surged. What we know.
Iran's IRGC Just Threatened to Attack 18 US Tech Companies — Here's the Full List
Iran's Revolutionary Guard named 18 US tech firms including Nvidia, Apple, Google, and Microsoft as military targets with a strike deadline today.