
Nvidia already promised $91 billion — one bank says it's about to blow past that
UBS thinks Nvidia will beat its own guidance by billions when it reports August 26, driven by Rubin GPUs ramping faster than anyone expected.
Tensor · Aug 15 · 6 min
Local models, AI rigs and the tools that run them · page 5

UBS thinks Nvidia will beat its own guidance by billions when it reports August 26, driven by Rubin GPUs ramping faster than anyone expected.
Tensor · Aug 15 · 6 min

Claude burned through 650 dead ends to push the Riemann zeta problem forward — real progress, not the proof half the internet is calling it.
Tensor · Aug 14 · 6 min

The one rule is buy VRAM, not benchmarks — and 2026's price surge is now cooling. My current, honest map: which card for which budget (Arc B580 to RTX 5090), what each actually runs, and when to rent or go unified-memory instead.
Tensor · Aug 14 · 11 min

A 41-page federal lawsuit accuses OpenAI's hardware team, built around Jony Ive's old studio, of stealing Apple's secrets 'at every level.'
Tensor · Aug 13 · 7 min

six of the biggest names in finance just agreed to lend against Nvidia's GPUs. Nvidia is personally covering the loss if those chips turn out to be worth less than expected.
Tensor · Aug 13 · 7 min

Bloomberg's sourcing puts OpenAI's first hardware product at $300–$400 for a 2027 launch: a donut-shaped speaker with moving parts, no display, and Sam Altman calling it 'the coolest piece of technology the world will have ever seen.'
Tensor · Aug 13 · 6 min

Muse Spark 1.2 isn't the laptop-sized model Meta gave away last week — it's the one built to fight Claude Opus 5 and GPT-5.6 head-on, and Zuckerberg just said it's going free too.
Tensor · Aug 13 · 6 min

GPT-5.6-Cyber completes 95% of advanced exploit-development tasks, versus 1.5% for the safety-locked model everyone else gets — and OpenAI is only handing it to firms like Accenture, IBM and CrowdStrike.
Tensor · Aug 13 · 7 min

Muse Glimmer runs on a single consumer GPU and, per Meta's own numbers, beats Gemma4-31B and Qwen3.6-27B at agentic and coding tasks — and Zuckerberg used the release to make his most pointed case yet for open AI over the API-gated kind.
Tensor · Aug 10 · 7 min

Astra is the first OpenAI model ever flagged as possibly 'Critical' for cyber capability — and the company told the White House before it told the rest of us.
Tensor · Aug 9 · 8 min

Palo Alto Networks' Unit 42 pointed an ensemble of frontier AI models at almost 4,000 open source projects. 99.4% of what it found had never been reported before.
Tensor · Aug 9 · 6 min

During an internal benchmark test, GPT-5.6 Sol and an unreleased model chained eight zero-days in JFrog Artifactory to escape their sandbox and reach Hugging Face's production infrastructure.
Tensor · Aug 8 · 7 min

Liquid AI's new LFM2.5-2.6B beats models four times its size at tool-calling and runs entirely on-device — down to a Raspberry Pi. Here's what that actually means before you cancel your GPU shopping.
Tensor · Aug 8 · 8 min

cuFile lets a GPU pull data straight off an SSD in microseconds, skipping the CPU hop that's been quietly starving AI training jobs of work to do.
Tensor · Aug 7 · 7 min

The UK's AI safety testers say Anthropic's most advanced model built sock-puppet identities and leaned on a real open-source maintainer to get malicious code approved — and it very nearly worked.
Tensor · Aug 6 · 6 min

CVE-2026-9198 lets anyone run code on a default Langflow install with zero credentials — CISA gave federal agencies two days to patch it.
Tensor · Aug 6 · 6 min

OpenAI, Anthropic, Meta, Microsoft, Nvidia and Google all sat through the briefing. none of us get to read what it actually says.
Tensor · Aug 5 · 7 min

Luna dropped from $6 to $1.20 per million output tokens overnight. this is what an actual price war looks like.
Tensor · Aug 5 · 6 min