AI·Meta plans to mass-produce its own Iris AI chip by September, DeepSeek and Zhipu AI are developing custom inference chips, and OpenAI unveiled Jalapeño, signaling a shift from NVIDIA GPU reliance to full-stack model + chip + cloud strategies.
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AI·36kr AI, a Chinese tech startup, is discussed for updates on AI chip developments, highlighting advancements in AI capabilities and recent changes in industry organization.
Pixel-wise Earth-observation (EO) foundation models are now achieving state-of-the-art performance via generated spatial embeddings. However, how these models scale and how best to spend a pretraining budget remain poorly understood. We present the largest controlled scaling study for EO to date: 395 training runs on 1,024 GH200 superchips within a fixed pixel-wise Barlow Twins family, each evaluated on 15 downstream tasks. We find that pretraining loss barely predicts downstream performance (|…