# GPU
Latest news and articles about GPU
Total: 15 articles found
The Compute Realpolitik: Elon Musk Leases AI Supercluster to ‘Evil’ Rival Anthropic
Elon Musk’s SpaceX has signed a massive compute-leasing deal with Anthropic, granting the rival AI firm access to 220,000 GPUs. The move addresses Anthropic's severe infrastructure shortages while allowing Musk to monetize idle assets and build a commercial case for space-based data centers ahead of a SpaceX IPO.
The Great Recalibration: Why the GPU’s Hegemony in AI is Finally Cracking
As AI shifts from the training phase to mass deployment, the industry is moving away from GPU-centricity toward system-level efficiency. The resurgence of the CPU, driven by the needs of inference and AI Agents, is fundamentally changing the architecture of data centers and the competitive landscape for hardware giants like Intel, AMD, and Nvidia.
Sovereign Silicon: Moore Threads Breaks New Ground in China’s Push for AI Self-Reliance
Moore Threads has successfully integrated its MTT S5000 GPU with China Mobile's 'Jiutian' 35B AI model, marking the first large-scale deployment of domestic GPUs within a central state-owned enterprise. This move highlights China's accelerating efforts to build a self-sufficient AI stack independent of restricted Western hardware.
Shanghai’s Silicon Stealth: Zhongzixing Prepares to Tape Out AI-Native 'NEU' Chip
Shanghai startup Zhongzixing Technology plans a Q4 tape-out for its NEU AI chip, claiming massive performance and energy efficiency gains over traditional GPUs. Led by veterans from Intel and Nvidia, the firm represents China's push for specialized, high-performance AI silicon.
Beyond the Screen: How Huawei and OpenAI are Reshaping the AI Interface in 2026
AI is transitioning from digital chatbots to physical interfaces, led by Huawei's new AI glasses and a surge in humanoid robotics. As OpenAI and Adobe refine enterprise agents, China is doubling down on domestic GPU infrastructure and embodied intelligence to lead the next hardware-software integration wave.
The $1.5 Trillion Power Trip: How Artificial Intelligence is Swallowing the Server Market
Bank of America projects the global server market will hit $1.5 trillion by 2030, with AI servers representing 83% of the revenue. This shift marks a transition from model training to real-world inference and favors manufacturers like Dell and ODMs over traditional server segments.
Silicon Resilience: Biren Technology Signals Strategic Pivot as Revenue Triples Amid AI Arms Race
Biren Technology has reported a 207% revenue increase for 2025, marking its transition from a chip startup to a systemic provider of massive AI computing clusters. With over 8.5 billion yuan in total cash following its IPO, the firm is positioning itself as a domestic alternative to high-end global GPUs by focusing on optical interconnects and inference-optimized architectures.
Moore Threads and the 'OpenClaw' Integration: China’s AI PC Ambitions Hit a Turning Point
Moore Threads has integrated the 'OpenClaw' AI agent suite into its AIBOOK hardware, signaling a major push for self-reliant 'AI PCs' in China. This move combines domestic GPU power with localized AI software, though it faces emerging regulatory scrutiny regarding intellectual property.
The Short, Cinematic Life of Sora: Why OpenAI Is Abandoning AI Video for the Agentic Future
OpenAI has abruptly shut down its Sora video generation platform, terminating its app and API just months after high-profile partnerships with Disney and Hollywood. The move signals a strategic pivot away from high-cost creative tools toward profitable AI agents and infrastructure, highlighting the unsustainable compute costs of generative video.
Nvidia’s DLSS 5 Promises a ‘GPT Moment’ for Real‑Time Graphics — But the Race Is Only Beginning
Nvidia introduced DLSS 5, a real‑time neural rendering system that synthesises photoreal lighting and material properties per pixel. Jensen Huang called it a “GPT moment” for graphics, underlining the company’s intent to couple generative AI with traditional rendering and deepen its hardware‑software advantage.
Nvidia Commits $2 Billion to Nebius to Build a Next‑Generation AI Cloud
Nvidia has entered a strategic partnership with cloud provider Nebius to build a hyperscale AI cloud platform, and will invest $2 billion in the company. The move accelerates Nvidia’s expansion beyond chips into the cloud infrastructure that will host large AI models and could reshape competition among cloud providers.
Chinese GPU Maker Sees Shipments Surge but Posts 2025 Loss of ¥781m
MuXi reported ¥1.644 billion in 2025 revenue, up 121% year‑on‑year, driven by a notable rise in GPU shipments, but still posted a ¥781 million net loss. The results signal strong market acceptance of the company's GPUs while underscoring the persistent profitability and cash‑burn challenges facing China’s emerging AI‑chip vendors.