Nvidia

General Compute • Series A

General Compute raised a $100 million Series A round. The company is betting on inference chips from outside the Nvidia ecosystem, countering the neocloud disaster narrative.

NVDA

Nvidia is buying $3 billion of stock in its customer Meta, which plans to run more of its AI agents on Nvidia hardware. The investment comes as Meta increases spending on Nvidia chips.

Based on a transcript excerpt: Fireship breaks down three weeks of AI market turmoil, explaining the circular financing arrangements behind GPU purchases and analyzing Anthropic's S-1 filing. Viewers learn how Nvidia's investments, GPU-backed borrowing, and Neo clouds create interconnected financial risk in the AI sector.

AI Industry & Finance • Fireship

Nvidia released Nemotron 3.5 Transcribe, an open-weight model for multilingual audio transcription and translation that the company says leads a benchmark leaderboard, along with Granary v2, its open-source speech dataset.

AI Models • Techmeme

SkyPilot published an analysis showing that Grace Blackwell NVL72 systems need a new scheduler to exploit NVLink across nodes, reporting 27% more usable GPUs from the same racks. Running the same distributed training job over InfiniBand rather than NVLink can degrade performance by 43%, according to the post.

Infrastructure • Hacker News

The US Justice Department is scrutinizing Nvidia's planned acquisition of open-source platform Hugging Face as well as the company's sales practices, according to The Decoder. The antitrust review adds regulatory uncertainty to a deal that would consolidate Nvidia's position in the open-model ecosystem.

Regulation • The Decoder