In this fireside chat, Alan Weckel from 650 Group and NVIDIA’s SVP of Networking, Gilad Shainer, discuss how networking serves as the heart of modern AI factories. The conversation explores the shifting landscape of network architectures as the industry enters an 800 gig upgrade cycle and experiences explosive bandwidth growth. Shainer details four essential networking infrastructures for AI: scale-up via NVLink to create single GPU units, scale-out using Spectrum-X Ethernet to eliminate jitter and achieve ...

We're entering a new era in agent engineering, where open models are solving problems that used to be out of reach, running capable agents at a scale that just wasn't economical before. In this video, you'll see how to get rolling with one such model, Nemotron 3 Ultra, using Baseten as our model provider. Nemotron 3 Ultra is a 550 billion parameter model with strong reasoning performance running up to a blazing 300 tokens per second at a fraction of the cost of frontier models. On an Artificial Analysis Int ...

Correcttetsuo (@tetsuoai):Grok 4.5 goes public tomorrow. Here’s everything that’s known.The model runs on V9, xAI’s new 1.5 trillion parameter foundation, roughly three times the size of the v8-small architecture behind Grok 4.3. It’s the largest model the company has shipped, trained on Blackwell GPUs https://t.co/B1I21aPLru ...

China will allow top artificial intelligence companies to buy a limited amount of H200 chips from Nvidia, a sign the country is easing restrictions on the coveted US technology, according to the Information. https://t.co/j77f1JJjJt ...

AI Agent Ecosystem & Strategic Development - The industry has reached a critical inflection point where AI agents, grounded in domain-specific knowledge and iterative tool usage, have become highly practical for enterprise applications [3][5][6] - Enterprises are shifting from general-purpose AI models to building proprietary "super agents" that leverage specialized intellectual property to optimize complex workflows like supply chain and chip design [8][25][26][39] - The "harness" (framework) has become as essential as the model itself, serving as the operating system for future business processes by providing necessary control, security, and integration [4][33][49] Performance & Economic Benchmarks - Open-weight models are achieving frontier-level performance, with Nemotron 3 Ultra reaching an 86% score on internal benchmarks, closely trailing Claude Opus at 87% and outperforming DeepSeek and Minimax models (82%-83%) [14][15] - Cost-effective intelligence is a key driver for adoption, as Nemotron 3 Ultra is reported to be 10 times cheaper than frontier alternatives, enabling more frequent iterations and larger search space exploration [15][16][17] Enterprise Implementation & Governance - The deployment of agentic systems requires a robust, secure runtime environment (such as OpenShell) to manage access control and data privacy, mirroring traditional IT onboarding processes for human employees [45][49][50] - Enterprises are encouraged to adopt a hybrid strategy: utilizing frontier models for general tasks while developing specialized, high-ROI agents for core business functions that cannot be outsourced [24][30][43] - The integration of AI agents is creating new job categories, shifting the focus of software engineers from manual coding to systems engineering, evaluation design, and guardrail implementation [59][60]

>> IT IS CHANGING WITHIN. >> INVESTORS HOPS GUSHING BACK AND FORTH. >> WE WILL SEE THESE POCKETS OF ROTATION.>> THIS KIND OF DIGESTION IS COMPLETELY NORMAL. >> IT IS STILL CONSTRUCTIVE FOR THE ENTIRE AI TRADE. >> THIS IS BLOOMBERG SURVEILLANCE WITH JONATHAN FERRO, LISA ABRAMOWICZ, AND ANNMARIE HORDERN.JONATHAN: GOOD MORNING. FOR OUR AUDIENCE WORLDWIDE, BLOOMBERG SURVEILLANCE STARTS NOW. CRUDE BOUNCING.PRESIDENT TRUMP SAYING THE CEASE-FIRE WITH IRAN IS OVER. INVESTORS ROTATING OUT OF CHIPS, SENDING SOUTH KOR ...

This is Guru Focus First Look, your morning market brief for Wednesday, July 8th. Here are the stories driving markets today. Oil prices surged more than 6% overnight as US military strikes against Iran disrupted a recent ceasefire, pushing Brent crude above $78 per barrel.The escalation in Middle East tensions sent global equity markets lower with energy and defense stocks seeing heightened volatility. The spike in oil prices raised concerns about inflation and supply chain disruptions across multiple sect ...

hyperliquid burned 16% of HYPE supply in under 2 years. ethereum burned 1.5% in 3 years post-EIP-1559. the driver: US stock perps now occupy 7 of the top 15 most-traded pairs, trailing only BTC and HYPE itself. 15-20% of weekly stock perp volume happens on weekends when nasdaq is closed. crypto natives longing NVDA at 3am saturday with 20x leverage using USDC collateral is a market that traditional brokers cannot physically serve. the barrier between tradfi and crypto doesn't collapse because crypto copies ...

Nvidia not long ago was one of the market’s hottest stocks. Yet it’s now cheaper than Hershey’s (yes, the chocolate company). https://t.co/vnCA6aaJlD ...

After losing roughly $1 trillion in market value in less than two months, Nvidia’s stock is the cheapest it’s been since before the AI boom kicked off https://t.co/qwdg7vq1F5 ...