All tags
Topic: "datacenters"
not much happened today
trillium gemini-2.5-pro gemini-deepthink google huawei epoch-ai deutsche-telekom nvidia anthropic reka-ai weaviate deepmind energy-efficiency datacenters mcp context-engineering instruction-following embedding-models math-reasoning benchmarking code-execution sundarpichai yuchenj_uw teortaxestex epochairesearch scaling01 _avichawla rekaailabs anthropicai douwekiela omarsar0 nityeshaga goodside iscienceluvr lmthang
Google's Project Suncatcher prototypes scalable ML compute systems in orbit using solar energy with Trillium-generation TPUs surviving radiation, aiming for prototype satellites by 2027. China's 50% electricity subsidies for datacenters may offset chip efficiency gaps, with Huawei planning gigawatt-scale SuperPoDs for DeepSeek by 2027. Epoch launched an open data center tracking hub, and Deutsche Telekom and NVIDIA announced a $1.1B Munich facility with 10k GPUs. In agent stacks, MCP (Model-Compute-Platform) tools gain traction with implementations like LitServe, Claude Desktop, and Reka's MCP server for VS Code. Anthropic emphasizes efficient code execution with MCP. Context engineering shifts focus from prompt writing to model input prioritization, with reports and tools from Weaviate, Anthropic, and practitioners highlighting instruction-following rerankers and embedding approaches. DeepMind's IMO-Bench math reasoning suite shows Gemini DeepThink achieving high scores, with a ProofAutoGrader correlating strongly with human grading. Benchmarks and governance updates include new tasks and eval sharing in lighteval.
NVIDIA to invest $100B in OpenAI for 10GW of Vera Rubin rollout
qwen3-omni deepseek-v3.1 nvidia openai oracle intel enfabrica wayne gpu-infrastructure deterministic-inference reinforcement-learning fp8-precision gpu-performance ai-infrastructure strategic-partnerships investment datacenters cuda-graphs pipeline-parallelism data-parallelism artificialanlys gdb
NVIDIA and OpenAI announced a landmark strategic partnership to deploy at least 10 gigawatts of AI datacenters using NVIDIA's systems, with NVIDIA investing up to $100 billion progressively as each gigawatt is deployed, starting in the second half of 2026 on the Vera Rubin platform. This deal significantly impacts the AI infrastructure funding landscape, potentially supporting OpenAI's $300 billion commitment to Oracle. The announcement caused major stock market reactions, with NVIDIA's market cap surging by $170 billion. Additionally, advancements in deterministic inference for reinforcement learning and FP8 precision gains in GPU performance were highlighted by AI practitioners.