
AI2 Fires Up $152M Blackwell Cluster for Open Science
AI2's federally backed OMAI compute cluster is now running on NVIDIA Blackwell Ultra hardware and has already shipped OLMo, Molmo 2, and MolmoAct models fully open to researchers.
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AI2's federally backed OMAI compute cluster is now running on NVIDIA Blackwell Ultra hardware and has already shipped OLMo, Molmo 2, and MolmoAct models fully open to researchers.

TSMC posted $35.9B in Q1 2026 revenue, a 40.6% year-over-year jump, with AI and HPC now accounting for 61% of wafer sales - and CoWoS packaging still fully booked.

NVIDIA's Rubin-based rack system with 144 R200 GPUs, 3.6 ExaFLOPS FP4, 20 TB HBM4 - arriving H2 2026.

Full specs, benchmarks, and analysis of the NVIDIA Rubin CPX - a purpose-built inference GPU with 128GB GDDR7, 30 PFLOPS NVFP4, and 3x faster attention versus Blackwell, targeting million-token context workloads.

Complete specs, benchmarks, and analysis of the NVIDIA Rubin R200 GPU - the post-Blackwell flagship with 288GB HBM4, 22 TB/s bandwidth, and 50 PFLOPS FP4.

Complete specs, benchmarks, and analysis of the NVIDIA B200 - the Blackwell-architecture flagship GPU with 192GB HBM3e, 8 TB/s bandwidth, and up to 9,000 TFLOPS FP8.

Complete specs, benchmarks, and analysis of the NVIDIA GB200 NVL72 - the 72-GPU rack-scale Blackwell system delivering 1,440 PFLOPS FP4 for trillion-parameter AI training and inference.

Complete specs, benchmarks, and analysis of the NVIDIA GB300 NVL72 - the Blackwell Ultra rack-scale system with 288GB HBM3e per GPU, 1.5x more FP4 compute, and 2x attention performance over GB200.

Full specs and benchmarks for the NVIDIA GeForce RTX 5090 - 32GB GDDR7, 1,792 GB/s bandwidth, Blackwell architecture, and what it means for local AI inference.

Nvidia posted record Q4 revenue of $68.1 billion, beat EPS by 6%, guided Q1 to $78 billion above all estimates, and the stock still fell 4.33% the next day. The AI trade has entered a new phase where beating expectations is no longer enough.

Nvidia reported Q4 FY2026 revenue of $68.1 billion - beating Wall Street estimates by nearly $2 billion - and guided Q1 to $78 billion, sending shares above $200 for the first time.

A senior Trump administration official confirms DeepSeek trained its upcoming AI model on Nvidia's most advanced Blackwell chips at an Inner Mongolia data center, despite US export controls banning the hardware from reaching China.