AI·Article analyzes neoclouds CoreWeave and Nebius' massive GPU builds funded by circular financing: Nvidia's $4B equity stakes plus a $6.3B GPU purchase backstop, offset by $122B+ hyperscaler leases (Microsoft/Meta) that shift capex to opex and enable rapid Blackwell/Rubin deployment.
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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.
AI·A user shares benchmarks of dual RTX 3090 and Titan RTX cards running llama.cpp with Qwen3.6-27B at 180k context, comparing tensor and pipeline parallel modes for PCIe transfer efficiency.
AI·SK Hynix filed to list ADS on Nasdaq, raising $2.65 billion for Korean expansion while cutting the 'Korea discount' through improved disclosures and global investor access. The move aims to reprice its storage assets ahead of AI-driven demand.
AI·A $100 setup using three NVIDIA P102 cards delivers 20 GB VRAM and 448 GB/s memory bandwidth, sufficient for three concurrent LLM users with high context and better speeds than costlier lower-VRAM cards.