Nvidia's AVO Harness Takes Claude Opus 5 From 30% to a Perfect ARC-AGI-3 Run
Nvidia's AVO harness lifted Claude Opus 5 from 30% to 100% on ARC-AGI-3's public set, strengthening the case that scaffolding beats model choice.
Seung Jung·
4m#nvidia
Etched Raises $700M at a $21B Valuation, Doubling Its Price in One Month
Etched raised $700M at a $21B valuation led by Jane Street, doubling its July price. The startup splits inference into prefill and decode with separate silicon.
Seung Jung·
3m
Cerebras Unveils CS-4, a Rack Built for Trillion-Parameter Inference
Cerebras says its new CS-4 rack, built from three WSE-3 Turbo wafers, delivers 750 PFLOPS and up to 30x GPU per-user token speed. Shipments start this quarter.
Seung Jung·
3m
Nvidia Trims Its OpenAI Data Center Backstop to Under $120B From $250B
Nvidia will initially guarantee under $120B of a proposed Ohio OpenAI data center, down from $250B, backstopping only phase one after investor pushback.
Seung Jung·
3m
Nvidia's $21B SpaceX Stake Lays Bare AI's Circular Financing
SEC filings show Nvidia holding a $21B SpaceX stake and backing OpenAI's Ohio data center, deepening AI's circular financing web.
Seung Jung·
4m
Audit Finds 39.5% of AI-Written GPU Kernels Are Broken Despite Passing Tests
A new verifier re-tested 2,638 AI-generated GPU kernels already marked correct and found 39.5% broken beyond any tolerance argument.
Seung Jung·
3m
NVIDIA Pairs a 30B Open Model With a Router That Slashes Agent Costs
NVIDIA released Nemotron 3.5 Lightning, a 30B open MoE model for agentic workloads, alongside NeMo Switchyard, an open source model-routing library.
Seung Jung·
3m
Nvidia Recruits Six Wall Street Giants to Mobilize $500 Billion for AI Factories
Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR will build financing platforms to mobilize over $500 billion for Nvidia AI factories.
Seung Jung·
3m