The $100B AI Infrastructure Boom: Nvidia, Custom Silicon, and the Compute Wars
Nvidia announces next-gen Blackwell Ultra, Amazon reveals Trainium 3, and Microsoft goes all-in on custom AI chips. We break down the compute landscape and what it means for AI model training costs.
Jim FanChris Lattner
NvidiaBlackwellAmazon
ThursdAI - Jan 8 - Vera Rubin's 5x Jump, Ralph Wiggum Goes Viral, GPT Health Launches
NVIDIA's Vera Rubin architecture shows 5x performance jump. "Ralph Wiggum" meme model goes viral. OpenAI launches GPT Health for medical applications. Big start to 2026.
Nisten TahirajYam PelegWolfram RavenwolfJim Fan
NVIDIAhardwareOpenAI
ThursdAI - Jan 1 - Will Brown Interview + Nvidia Buys Groq, Meta Buys Manus, Qwen Image 2412
New Year special with Will Brown from Anthropic. Major acquisition news: NVIDIA buys Groq for inference hardware, Meta acquires Manus agent platform. Plus Qwen Image 2412 model release.
Nisten TahirajYam PelegWill Brown
AnthropicNVIDIAMeta