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Vijay Pande leaves a16z to focus on small AI bets in biology

His new firm VZVC makes a handful of concentrated bets each year, has no associates, and relies on AI for daily operations.
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Nvidia’s AI advantage now centers on the systems surrounding its GPUs

Nvidia's earnings show the company's orchestration stack, anchored by the Vera CPU, is a key differentiator as GPU competition grows.
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Lambda secures $1B in debt to buy NVIDIA chips for Microsoft

The AI cloud provider will lease the chips to Microsoft and repay the debt with revenue from the deployment.
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NVIDIA moves to acquire Hugging Face in reported $13 billion deal

NVIDIA and Stripe are spending billions to control the open-weight AI ecosystem as inference costs rise.
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AWS adds Multi-AZ placement controls for SageMaker Inference Components

Salesforce uses the new SchedulingConfig parameter to meet two-AZ compliance and cut GPU costs by 8x.
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Meta vice president Sandhya Devanathan joins OpenAI as India scrutiny grows

Devanathan will drive consumer growth, enterprise adoption, and regulatory work in Southeast Asia and Australia.
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