NVIDIA - Broadband Breakfast

Chips

Taiwan Chipmaker TSMC Pledges Another $100B to Expand U.S. Chipmaking

The company reported a record $22 billion in net profit for the April-June quarter.

China

Chinese AI Model Takes U.S. by Surprise with Abilities Rivaling Claude and ChatGPT

The Beijing-based startup Moonshot on Friday unveiled its Kimi K3, the latest release of 'open-source' AI making California titans of AI sweat

In Interview with AP, Nvidia's Jensen Huang Urges Americans to Use AI More

Society has no choice but to change in the advent of AI, although Huang has been optimistic about the technology’s potential.

Briefs

Spectrum Creates Ultra-Low-Latency Internet

The brand is reducing internet delays with a new technology.

Anthropic Partners with SpaceX to Expand AI Capacity

Anthropic will gain access to 300 megawatts of AI compute, doubling code rates.

Infrastructure

Corning to Build Three New Manufacturing Plants After $500 Million NVIDIA Investment

The company said the deal would boost its fiber manufacturing capacity by more than 50 percent.

Federal AI Turns to Factories as Cloud Limits Emerge

AI workloads and security demands require infrastructure beyond the cloud, tech leaders say.

mergers

Japan’s SoftBank Getting Closer to Owning U.S. ISP WideOpenWest

DigitalBridge shareholders approve broadband company’s sale to SoftBank.

Sora

AI Compute Shortage Challenges ‘Bubble’ Narrative

OpenAI, Anthropic constraints and rising GPU prices signal demand is outpacing available compute

Briefs

Nokia and VarData Selected for Nevada BEAD Rollout

SkyFiber was awarded $180.6 million in BEAD funds last year after a stalled permitting process.

AI's Arrival Complicates Big Tech Climate Goals, and Some Worry it's Locking in More Fossil Fuels

A backlog of projects waiting to connect to power grids, plus the Trump administration's war on renewable energy also are complicating efforts.

Jensen Huang

3 Men Charged with Conspiring to Smuggle U.S. AI to China

Authorities say the scheme became more brazen as time went on.

Expert Opinion

Suman Kanuganti: Why Telcos, Not Tech Giants, Will Power the AI Grid

Telcos may soon evolve from connectivity providers into the infrastructure layer for personalized, identity-bound AI memory.

Nvidia CEO Heralds ‘Inference Inflection’ as Next Phase of AI Boom

The new trend will keep Nvidia at the forefront of the AI boom that CEO Jensen Huang predicted will produce $1 trillion backlog in orders within the next year..

5G Wireless

8 Years After Its Founding at Mobile World Congress, Can Open RAN Scale?

Although it didn’t originate that way, O-RAN has become seen as an ‘anti-Huawei’ alliance. It stands to gain as U.S. and Europe are mandating removal of Chinese telecom equipment