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124 items
The article reports: Hugging Face releases Carbon-X, an open-source, 14B-parameter multimodal AI model to let users query DNA sequences via natural language, trained on 300B tokens
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Analyze in Compute DeskThe article reports: Pressure to back promising AI startups is upending the VC investment process, with investors willing to buy into the same round at rapidly escalating valuations
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Analyze in Compute DeskThe article reports: Meta expects its 2026 capex to be $135B-$145B, vs. $130B-$145B previously, and forecasts Q4 revenue of $73B-$76B, vs. $73.6B est.; META jumps 3%+ after hours
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Analyze in Compute DeskThe article reports: AI code-testing startup Blacksmith raised a $66M Series C led by Sequoia Capital at a $1B valuation, up from $550M after raising a $45M Series B in August
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Analyze in Compute DeskThe article reports: Nvidia unveils the DSX POD, a modular containerized version of its Vera Rubin reference architecture to cut data center deployment from six months to 14 days
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Analyze in Compute DeskThe article reports: NextDC's stock fell as much as 44% to A$5.15 after the Australian data center company cut its earnings forecast by over a third; shares were above A$16 in June
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Analyze in Compute DeskThe article reports: DayOne is weighing options for its US IPO, including a delay or smaller listing that could raise $2.5B to $3B, after initially seeking up to $5B in Q4
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Analyze in Compute DeskThe article reports: SpaceX reports Q3 capex of $19.6B, up from $6.9B a year earlier, and Q3 connectivity revenue, which includes Starlink, up 69% YoY to $5.2B
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Analyze in Compute DeskThe article reports: Anthropic's draft S-1 shows it spent ~$9B on compute and infrastructure in H1, up from $2.3B a year earlier, and could spend $750B in the coming years
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Analyze in Compute DeskThe article reports: Sam Altman told OpenAI staff of three AI endgames: an IAEA-style regulator, a CERN-like lab merger, or one lab using RSI to "melt everyone else's GPUs"
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