ai chips

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AI

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

AI

China's Kimi K3 was reportedly trained on smuggled NVIDIA Blackwell chips — around both countries' controls

Moonshot AI's frontier model, the biggest open-weight model ever, was allegedly trained on NVIDIA Blackwell hardware acquired around both US export controls and China's own import restrictions. The compute-smuggling story behind the model.

Tensor · Jul 30 · 9 min