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NVIDIA Mới nhất

GPU mới, hệ sinh thái phần mềm CUDA, nền tảng robot và cung – cầu năng lực tính toán AI của NVIDIA.

14 tin chọn13 trong 30 ngày quaĐã thu thập 51

Cập nhật 13 tháng 11 08:32

NVIDIA

Hôm nay13 tháng 11Thứ SáuMục 1–14 trong 14
  1. Hacker News · AI85

    Phân tích pháp y liên kết sáu mô hình tiên phong của Trung Quốc với GPU NVIDIA Blackwell bị kiểm soát xuất khẩu

    Phân tích pháp y của Unemployment Labs trên các trọng số mô hình đã công bố phát hiện rằng sáu mô hình từ DeepSeek, Moonshot AI, MiniMax và Ant Group được khởi tạo trên phần cứng NVIDIA Blackwell, trong khi các mô hình trước đó từ cùng các phòng thí nghiệm khớp với Hopper. Phương pháp này khôi phục hạt giống ngẫu nhiên và bố cục luồng của từng mô hình từ các trọng số được lưu giữ, và tác giả cho biết các kết quả khớp đã được tái tạo trên chip H100, B300 và GB200 vật lý. Báo cáo ước tính mỗi lần chạy huấn luyện cần khoảng 500 đến 3.000 GPU Blackwell trong hai đến ba tháng, và lưu ý rằng bằng chứng không xác định được vị trí của các chip hoặc liệu các biện pháp kiểm soát xuất khẩu có bị vi phạm hay không.

    Vì sao đáng chú ý: Báo cáo chỉ rút ra bằng chứng phần cứng từ các trọng số mô hình đã công bố, cung cấp một phương pháp có thể tái tạo để truy vết GPU nào đã khởi tạo một mô hình mà không dựa vào rò rỉ.

  2. SemiAnalysis85

    Nvidia and the World Without Jensen: What a Post-Founder Nvidia Looks Like

    SemiAnalysis argues that Nvidia was built around Jensen Huang, who has left the CEO role after 33 years, and that his departure weakens the company's long-term bets, chip allocation deals and personal supply chain lockups. The piece says Nvidia had about 60 direct reports under Huang and lacks a deep bench of successors, with Colette Kress as interim CEO and Ian Buck and Jonah Alben floated as internal technical candidates. It also ties the timing to Washington: more than 1.5GW of restricted Nvidia chips are estimated to have reached China, and the Remote Access Security Act, which passed the House 369-22, is up for a Senate vote.

    Vì sao đáng chú ý: SemiAnalysis examines how Nvidia's founder-centric structure, supply chain deals and China policy could change after Jensen Huang's exit, and why export control legislation is moving now.

  3. The Verge · AI80

    The Jensen Huang scandal is hardly over

    Elizabeth Lopatto argues that Jensen Huang's resignation as Nvidia CEO is unlikely to close the scandal, suggesting the second affair story served as a pretext tied to last week's report that Huang was honeypotted by an alleged Chinese spy. She links the case to chip-smuggling questions around Megaspeed, whose Singapore office The Straits Times found showed no signs of activity, and to Super Micro's alleged $2.5 billion passthrough of Nvidia chips to Alibaba, noting Nvidia reportedly intervened to halt a 2025 Commerce Department investigation of Megaspeed. Lopatto also points to incoming Democratic control of Congress and Elizabeth Warren's planned subpoenas as pressure that could keep the allegations alive.

    Vì sao đáng chú ý: The column connects Huang's resignation to unresolved chip-smuggling questions around Megaspeed and Super Micro, tracing how far the export-control allegations may reach.

12 tháng 11Thứ Năm
  1. The Decoder80

    Anthropic says AI cut its Claude port to AMD GPUs from months to three days

    Anthropic says it ported Claude to AMD GPUs in three days with almost no human intervention, using its frontier model Mythos to write nearly 100 percent of the kernels itself. Co-founder Tom Brown says Anthropic now trains and runs Claude across AWS Trainium, Google TPUs, Nvidia GPUs and AMD GPUs, treating them as one interchangeable compute pool. The figures come from an investor presentation and have not been independently verified; Anthropic cites three days versus the six to twelve months traditional engineering needs, measured on prompt processing with AMD MI355X GPUs.

    Vì sao đáng chú ý: Anthropic's claim that its own model ported Claude to AMD GPUs in three days offers a concrete test of whether AI can loosen CUDA's grip on chip choice.

  2. The Verge · AI88

    CEO Nvidia Jensen Huang từ chức sau các báo cáo về quan hệ ngoài luồng; CFO Colette Kress được bổ nhiệm làm CEO tạm quyền

    CEO, chủ tịch và đồng sáng lập Nvidia Jensen Huang đã từ chức sau một cuộc họp hội đồng quản trị, và CFO Colette Kress được bổ nhiệm làm CEO tạm quyền. The New York Times đưa tin hôm thứ Tư về bằng chứng của một mối quan hệ ngoài luồng thứ hai, với một giám đốc điều hành Nvidia báo cáo trực tiếp cho ông, sau khi Huang thừa nhận có quan hệ ngoài luồng với giám đốc điều hành Megaspeed Alice Huang, người mà các báo cáo tình báo Mỹ đã xác định là điệp viên cho Bộ An ninh Quốc gia Trung Quốc. Nvidia đã trở thành trung tâm trong nỗ lực AI của chính quyền Trump và các cuộc đàm phán về việc Trung Quốc tiếp cận phần cứng AI tiên tiến, và vốn hóa thị trường của công ty đã vượt 4 nghìn tỷ USD.

    Vì sao đáng chú ý: Hội đồng quản trị Nvidia đã thay thế Jensen Huang bằng CFO Colette Kress làm CEO tạm quyền sau các báo cáo về mối quan hệ thứ hai tại nơi làm việc, khiến vị trí lãnh đạo của một nhà sản xuất chip AI trị giá 4 nghìn tỷ USD rơi vào tình trạng chuyển tiếp.

  3. TechCrunch · AI88

    Nvidia CEO Jensen Huang resigns amid alleged Chinese spy affair as board names CFO Colette Kress interim CEO

    Nvidia confirmed in an SEC filing that its board accepted Jensen Huang's resignation on Wednesday, with CFO Colette Kress taking over as interim CEO while keeping her CFO duties. The move follows Huang's public admission of infidelity and reports that US officials believe Megaspeed executive Alice Huang, with whom he had a close relationship, is a Chinese spy; three Republican committee chairs had sought a closed-door briefing, and the New York Times reported a second affair with Nvidia VP Kimberly Powell, which Nvidia, Huang and Powell have not confirmed.

    Vì sao đáng chú ý: A reverse-chronological timeline shows how a personal scandal involving Jensen Huang escalated into a board succession, a congressional inquiry and a national security probe of Nvidia chip flows.

  4. NVIDIA Newsroom88

    NVIDIA Announces CEO Transition as Jensen Huang Resigns, Colette Kress Named Interim CEO

    NVIDIA's board announced that Jensen Huang has resigned as President, CEO and board member effective immediately, with Executive Vice President and CFO Colette Kress serving as Interim CEO while the board searches for a permanent successor. The board also appointed Harvey C. Jones, former CEO and Executive Chairman of Synopsys, as its first-ever Chair of the Board, and said it expects operations, customer commitments and product roadmap to continue without interruption. NVIDIA said it will report third-quarter fiscal 2027 results on November 17 as previously scheduled.

    Vì sao đáng chú ý: NVIDIA's board names CFO Colette Kress as interim CEO after Jensen Huang's immediate resignation, with Harvey Jones becoming first board chair.

  5. TechCrunch · AI88

    Nvidia stock falls as board reportedly prepares to remove CEO Jensen Huang

    Nvidia's board is reportedly preparing to remove co-founder and CEO Jensen Huang, who has led the company for 33 years, with a meeting as soon as Wednesday to decide his future, the Wall Street Journal reported. The report follows Huang's admission on Sunday of an extramarital affair with a woman described by U.S. intelligence as a Chinese spy, and a New York Times report on Wednesday that he also had an affair with an executive who reports to him. Nvidia shares fell about 8% in after-hours trading on Wednesday and are down about 11% over the past five days, while Bloomberg reported the company is working with an outside firm to identify potential CEO candidates.

11 tháng 11Thứ Tư
  1. The Verge · AI78

    Jensen Huang affair with suspected Chinese spy raises alarms for Nvidia and the US AI lead

    Nvidia CEO Jensen Huang acknowledged an affair with a woman suspected of being a Chinese spy, and experts tell The Verge the fallout could disrupt the US AI industry and its lead over China. Companies linked to the alleged spy, Alice Huang, reportedly enabled at least $7 billion of Nvidia chip sales to China, while CNAS's Emily Kilcrease warns that with access to the latest Nvidia chips, the US lead could vanish in weeks or months. Kilcrease also said the investigations already underway will consume company bandwidth and that pending AI chip control legislation in Congress now has far higher odds of passing.

    Vì sao đáng chú ý: The piece traces how a personal scandal around Nvidia's CEO could ripple into chip export policy, compute access for US AI labs, and the US-China AI balance.

  2. Ed Zitron · Where's Your Ed At78

    Ed Zitron on Jensen Huang, Megaspeed and NVIDIA's China GPU Sales

    Ed Zitron argues that NVIDIA's growth has been propped up by GPU sales routed to China through Megaspeed and related intermediaries, citing Culper Research's claim that about 20% of FY2026 revenue, roughly $43.18 billion, came from China. He points to Bloomberg and New York Times reporting that Megaspeed imported 50,000 more GPUs than NVIDIA told the US government, and that NVIDIA's general counsel contacted Commerce officials about the Megaspeed probe. Zitron also criticizes mainstream outlets for not raising the smuggling story during NVIDIA's earnings coverage.

    Vì sao đáng chú ý: The piece ties NVIDIA's reported China revenue exposure to the Megaspeed affair and argues the media has underreported GPU smuggling for years.

  3. NVIDIA Blog60

    NVIDIA Contributes OpenShell Agent Runtime to CNCF and Adds DSX Kubernetes Tools

    NVIDIA is contributing OpenShell, its open source runtime for securing and governing autonomous agents, to the Cloud Native Computing Foundation as a Sandbox project, and is also contributing to Google-led Agent Substrate. NVIDIA announced three new DSX AI Factory Platform components: NVIDIA Kubernetes Engine and NVIDIA Kubernetes Recipes, now in public preview, and NVIDIA Snapshot, which restores checkpointed replicas in seconds without model reload or warmup. Crusoe tested GLM-5.3 on Crusoe Cloud and cut workload ready time from roughly eight minutes to 31 seconds, while Saturn Cloud reduced vLLM startup from between two and 8.5 minutes to six and 34 seconds.

    Vì sao đáng chú ý: NVIDIA contributes its agent security runtime OpenShell to CNCF and adds Kubernetes tooling for GPU AI factories, with early Snapshot results cutting inference startup from minutes to seconds.

9 tháng 11Thứ Hai
  1. Big Technology85

    Jensen Huang Honeypot Fallout: Nvidia Board Investigates, Export Control Debate Shifts

    Nvidia's board has opened an investigation into CEO Jensen Huang's admitted affair with Alice Huang, a former Megaspeed International executive that U.S. intelligence believes is a Chinese spy, and said it has no reason to believe national security or Nvidia secrets were compromised. Alex Kantrowitz argues the affair damages Huang's credibility as the loudest U.S. voice against chip export controls to China, potentially inviting stricter rules, while Anthropic's Dario Amodei and Google's TPU business stand to gain. Huang remains CEO for now, with Washington hearings and the board's findings likely to shape whether he keeps the seat.

    Vì sao đáng chú ý: The piece maps how a personal scandal involving Jensen Huang could reshape Nvidia's lobbying credibility on China export controls and open room for Anthropic and Google.

  2. NVIDIA Blog70

    NVIDIA unveils GR00T 2 world action model and Isaac Lab 3.0 at CoRL

    NVIDIA introduced GR00T 2, an open world action model built on Cosmos and trained on 100,000 hours of human egocentric data, alongside Isaac Lab 3.0 and new robotics benchmarks at CoRL. GR00T 2 completed 40 of 50 evaluated tasks at least once without task-specific demonstrations and reached 71% average success across 50 tasks with one demonstration each, rising to 95% with five. Isaac Lab 3.0 adds Newton physics integration for deformable objects and reports up to 2.5x the training throughput of Isaac Lab 2.3 with PhysX in a vision-based dexterous manipulation benchmark.

    Vì sao đáng chú ý: NVIDIA's CoRL release shows how simulation plus world action models now target delicate assembly work, with GR00T 2 and Isaac Lab 3.0 details worth comparing against prior robotics stacks.

30 tháng 7, 2025Thứ Tư
  1. Modal Blog60

    Modal launches GPU memory snapshots for sub-second serverless cold starts

    Modal announced GPU memory snapshots in alpha, extending its existing checkpoint/restore system to capture GPU vRAM, CUDA kernels, streams and contexts so GPU workloads restore from a frozen state instead of rebuilding CUDA state after boot.

    Vì sao đáng chú ý: Modal adds GPU state to its memory snapshots, cutting cold boots for torch.compile and vLLM workloads by up to 10x and making scale-to-zero more practical.