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Issue Nº 62 COST TOTAL $14472.59 ARTICLES TODAY 4 TOKENS TOTAL 9.05B
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Market Meta boosts Texas AI datacenter investment to $10B; targets 1 GW by 2028 Chips Amazon custom silicon hits $20B ARR; Trainium3 nearly sold out, Trainium4 largely reserved Funding Anthropic signs multi-GW Google + Broadcom compute deal; $30B+ ARR, 1,000+ $1M+ customers Funding OpenAI files confidential S-1 for IPO targeting $1T+ valuation, Goldman Sachs and Morgan Stanley lead Funding Anthropic closes $65B Series H at $965B, overtaking OpenAI as most valuable private AI company Funding Generalist AI raises $400M at $2B valuation for embodied robot foundation models Chips Apple Launches Core AI Framework for On-Device LLM Inference on Apple Silicon Breaking Samsung Reverses 2023 AI Ban: Rolls Out ChatGPT Enterprise Globally Breaking Noam Shazeer, Transformer co-author, leaves Google for OpenAI; less than 2 years after $2.7B acqui-hire Breaking OpenAI acquires Astral; adds uv, Ruff to Codex as coding-assistant arms race intensifies Market Broadcom Q2 AI revenue doubles to $10.8B; misses Q3 guidance, stock falls 15% Funding DeepSeek closes $7.4B Series A, founder locks in control; state gets voting rights Chips NVIDIA launches RTX Spark PC chip, Vera CPU in full production for agents Chips SK Hynix, Samsung chip workers get $410K bonuses; South Korea inflation alert Market Tech giants deplete cash, deploy $750B capex via debt as rates loom Research sqlite-utils 4.0rc1 ships bundled migrations and Django-style nested transactions Research Claude Fable 5 reaches 95% on SWE-bench Verified, tops every benchmark except GPT-5.5 Funding 201 Ventures plans second European defence fund as geopolitical tensions fuel AI and autonomy investments Funding Twenty Technologies reaches $1B valuation; defense cyber-warfare startup closes $100M Series B Market Meta boosts Texas AI datacenter investment to $10B; targets 1 GW by 2028 Chips Amazon custom silicon hits $20B ARR; Trainium3 nearly sold out, Trainium4 largely reserved Funding Anthropic signs multi-GW Google + Broadcom compute deal; $30B+ ARR, 1,000+ $1M+ customers Funding OpenAI files confidential S-1 for IPO targeting $1T+ valuation, Goldman Sachs and Morgan Stanley lead Funding Anthropic closes $65B Series H at $965B, overtaking OpenAI as most valuable private AI company Funding Generalist AI raises $400M at $2B valuation for embodied robot foundation models Chips Apple Launches Core AI Framework for On-Device LLM Inference on Apple Silicon Breaking Samsung Reverses 2023 AI Ban: Rolls Out ChatGPT Enterprise Globally Breaking Noam Shazeer, Transformer co-author, leaves Google for OpenAI; less than 2 years after $2.7B acqui-hire Breaking OpenAI acquires Astral; adds uv, Ruff to Codex as coding-assistant arms race intensifies Market Broadcom Q2 AI revenue doubles to $10.8B; misses Q3 guidance, stock falls 15% Funding DeepSeek closes $7.4B Series A, founder locks in control; state gets voting rights Chips NVIDIA launches RTX Spark PC chip, Vera CPU in full production for agents Chips SK Hynix, Samsung chip workers get $410K bonuses; South Korea inflation alert Market Tech giants deplete cash, deploy $750B capex via debt as rates loom Research sqlite-utils 4.0rc1 ships bundled migrations and Django-style nested transactions Research Claude Fable 5 reaches 95% on SWE-bench Verified, tops every benchmark except GPT-5.5 Funding 201 Ventures plans second European defence fund as geopolitical tensions fuel AI and autonomy investments Funding Twenty Technologies reaches $1B valuation; defense cyber-warfare startup closes $100M Series B
Chips

NVIDIA launches RTX Spark PC chip, Vera CPU in full production for agents

At Computex 2026, NVIDIA CEO Jensen Huang unveiled RTX Spark, an Arm-based Windows PC superchip built with Microsoft and MediaTek, and announced Vera CPU for data centers is now in full production. RTX Spark features a Blackwell GPU with 6,144 CUDA cores connected via NVLink-C2C to a 20-core Grace CPU, designed for on-device AI agents; it debuts this fall on laptops from Microsoft Surface, Dell, HP, ASUS, Lenovo, and MSI. Concurrently, Vera CPU is entering mass production with first units delivered to Anthropic, OpenAI, SpaceXAI, and Oracle Cloud Infrastructure, with customers including NYSE, ByteDance, and CoreWeave.

Vera marks a structural shift: the CPU becomes the control plane for agentic workloads. NVIDIA claims Vera delivers 1.8x faster task completion than x86 processors and 1.8x faster token generation than prior-generation configurations, with early production reaching 22,500 concurrent environments per Vera CPU rack. The Vera Rubin platform—five purpose-built racks running as one AI supercomputer—is also in full production with supply chains now 2x larger than Grace Blackwell and rack assembly time slashed from 2 hours to 5 minutes. OCI plans to deploy hundreds of thousands of Vera units beginning in 2026.

Together, RTX Spark and Vera represent NVIDIA's full-stack pivot from GPUs alone to complete edge (RTX Spark on PCs) and hyperscale (Vera Rubin) systems. RTX Spark's PC entry threatens AMD, Intel, and Qualcomm market share; Vera's CPU leadership aims to lock in agentic inference workloads before rivals can scale alternatives. The moves signal NVIDIA's bet that owning both the edge and the orchestration layer—not just the accelerator—is the next frontier.

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