AI News, Research and Tool Reviews
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Helsing’s defense AI growth and Ukraine drone deployments
Munich-based Helsing has reached an $18 billion valuation following rapid capital raises. The company provides AI-equipped HX-2 strike drones and CA-1 Europa aircraft to the Ukrainian military for…
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Risks in Intel’s Falcon Shores delays for Argonne’s Aurora 2 upgrade
Intel’s shifting GPU roadmap and the transition to Falcon Shores create hardware gaps that threaten exascale deployments like Argonne National Laboratory’s Aurora…
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Samsung Foundry and Tenstorrent build next-generation AI chiplets
Samsung Foundry manufactures Tenstorrent’s RISC-V Wormhole AI chiplets using the SF4X 4nm process. Led by Jim Keller, Tenstorrent aims to provide an…
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Groq LPU inference pricing edge over NVIDIA H100s
Groq provides a cost advantage for Llama 3.3 70B workloads compared to NVIDIA H100s when using highly optimized hardware. While Cerebras offers…
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xAI Colossus vs Microsoft Stargate: AI supercomputer efficiency
xAI’s Colossus cluster in Memphis delivers better training cost per watt than the Stargate project due to its 2 gigawatt capacity and…
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What changed in CoreWeave’s $2.3B debt refinancing this month
CoreWeave’s new $2.6 billion DDTL 5.5 facility shows rising capital costs, with interest spreads jumping to SOFR plus 550 basis points. The…
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The $7 billion NVIDIA arrangement and Poolside’s coding AI strategy
NVIDIA has entered a $7 billion agreement with Poolside to license Model Factory software and hire 109 engineers. This strategic pivot follows…
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Mistral AI vs Cohere: Comparing EU enterprise LLM strategies
Mistral AI secured a 3 billion euro funding round led by Samsung to bolster its sovereign AI infrastructure. This analysis compares Mistral’s…
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SambaNova SN40L claims vs reality in enterprise LLM deployments
The SambaNova SN40L RDU excels at low-concurrency MoE workloads like Llama 4 Maverick, delivering 2,800 tokens per second. However, NVIDIA H200 and…