Nvidia backs Indian startup helping companies run AI models with fewer GPUs (opens techcrunch.com)
Simplismart says its annualized revenue run rate grew fourteenfold in six months, with the US more than half of revenue.
From The Information: Sources: Nvidia is in talks to provide Nscale with billions of dollars in credit guarantees for debt to develop a 460MW data center that Anthropic plans to use — Nvidia is in talks to provide Nscale, a young AI cloud provider, with billions of dollars in credit guarantees for debt to develop …
Simplismart says its annualized revenue run rate grew fourteenfold in six months, with the US more than half of revenue.
S-1: Nvidia plans to invest ~$10B in Anthropic after its IPO, or ~10% of the total new cash Anthropic is expected to raise in November, including in its IPO — Nvidia planned to invest $10 billion in Anthropic alongside its initial public offering, the largest of the new financial commitments from…
A revenue beat and raised full-year guidance, days after CNBC reported CoreWeave's bond yield topped 16% on AI credit stress.
Notion's own incident notice on a breach at AI vendor Fireworks that affected Notion and its customers.
AI infrastructure provider Fireworks says hackers accessed some customers' datasets, incomplete model weights, and billing information over the past month — Two customers told Forbes they had already substantially moved their business off Fireworks' systems, with one describing a series …
US AI demand grows from 66gw in 2027 while tokens per watt compound 2.9x a year, so the grid only binds if token demand outruns efficiency. Break-even real token growth is ~2.5x a year with no cancellations.