Chips, clouds, funding rounds and the industry growing around AI.
11 min read
NVIDIA raised the bigger DGX Spark and added a half memory box at $4,999. Microsoft then priced 2 machines with the same memory below both. Which Spark makes sense, and when.
11 min read
OpenAI told SpaceX it will stop serving its models inside Cursor on November 12. Cursor says those models carry about 5% of its traffic. Here is what really stops, and what to do first.
11 min read
The 5 ways the money actually arrives, with prices read off the vendors' own pages, and the single quarter of Nvidia data center sales that came in larger than Anthropic's annualized run rate.
11 min read
Every LLM API pricing comparison stops at the price per million tokens. This one prices 3 real jobs across 18 models, and names the 4 clauses that change the ranking after you sign up.
12 min read
Google measured 0.26 milliliters for the median Gemini text prompt. The bottle everyone quotes comes from a 2023 estimate for GPT-3, where most of the water was never in the data center.
13 min read
Vast.ai looks cheaper until you check the middle of the market. I pulled 91 live RTX 4090 offers and RunPod's own price API, then ran 5 tests on cost, setup, uptime, hidden charges and endpoints.
12 min read
A graphics chip runs thousands of small sums at once, and it reads its own memory about 37 times faster than a desktop. That second number is the one that decides your speed.
The weekly
The story everyone read at the top, the ones you missed below. One email a week, on Tuesday morning.