Nscale secured $3.36 billion in convertible financing ahead of its IPO later this year. The deal includes $2.36 billion immediately and $1 billion from Nvidia arriving in mid-November. The convertible notes will turn into equity after the IPO is completed, funding its AI data center buildout.
Microsoft stopped using the Copilot+ PC label on newly announced Surface computers even though the models still meet the technical requirements Microsoft set for the label. The Copilot+ PC bar includes 16GB of RAM, 256GB of storage, and an integrated NPU rated at 40 TOPS or higher, while the new Surface Pro and Surface Laptop use an NPU rated at 80 TOPS. The company now frames the products as meeting an earlier threshold without prominently using Copilot+ PC branding, shifting marketing to “performance PCs.”
CoreWeave expanded its full-stack AI cloud offering by completing the bring-up and validation of Nvidia Vera Rubin NVL72 on CoreWeave Cloud as inference demand grows. The article says the new system offers one-tenth the cost per million tokens compared with Nvidia’s previous releases. The shift moves AI infrastructure toward integrated, production-oriented stacks aimed at improving utilization and token economics and narrowing the gap between AI pilots and production deployments.
Zvi (Don't Worry About the Vase)·2 weeks ago·
36
● 125 sources
Jensen Huang appeared on Ezra Klein’s podcast and argued that OpenAI should be shut down while calling for companies to spend far more on safety, testing, and verification. He said $500 billion was invested in AI natives in the last six months. As a result, the article frames Huang’s Nvidia- and policy-influence stance as pushing a “product safety” view of AI risks that the author says conflicts with how real AI capabilities and incentives are evolving.
Skild AI trained a humanoid-soccer control policy using self-play in simulation and then transferred it to a real robot for a match. The training involved 140 years of simulated play in NVIDIA Isaac Sim. This resulted in a successful simulation-to-humanoid transfer, with Skild extending the same self-play approach to additional real-world robotics tasks.
Nvidia CEO Jensen Huang said the US will need to rely on fossil fuels longer than climate advocates want, arguing the power supply planning lag is being exposed as AI data-center demand accelerates. He predicted that within four or five years the country will use a lot more fossil fuel. As a result, AI-driven energy demand is pushing near-term gas generation (while funding and deploying longer-term options like renewables and nuclear) and Huang frames AI safety as a compute-and-evaluation problem rather than a reason for a slowdown.
Every AI story that matters,
in your inbox by 8am.
TLDRocket reads all relevant sources, removes duplicate coverage, and summarises the
day in two minutes. Follow companies and topics for alerts, or get the
briefing in Slack. Free, no spam, unsubscribe anytime.
Reading TLDRocket needs no cookies, and the readership counts we rely on come from
our own cookieless analytics. Google Analytics is the exception: it sets cookies and
reports to Google, so it stays switched off until you allow it. You can change your
mind any time from “Cookie settings” in the footer.
Strictly necessary
Session security and form protection (tldrocket-session,
XSRF-TOKEN, 2 hours). The site cannot work without them,
so they need no consent.
Always on
Google Analytics 4 (_ga,
_ga_<id>, up to 2 years). Measures which
stories and sections readers use. Google acts as a third-party processor and may
store the data outside the EU. No advertising, no profiling, no data sold.