
Orbital Plans 10,000 GPU Satellites for AI Inference
a16z-backed Orbital wants to run AI inference from low Earth orbit using NVIDIA Blackwell GPUs, targeting 10,000 satellites and 1 GW of compute at full scale.
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a16z-backed Orbital wants to run AI inference from low Earth orbit using NVIDIA Blackwell GPUs, targeting 10,000 satellites and 1 GW of compute at full scale.

Meta is building tent-style rapid deployment structures at its Ohio Prometheus facility, cutting construction timelines roughly in half and bypassing grid delays with off-grid gas power.

Nvidia's RTX Spark packs 20 Arm CPU cores and a Blackwell 2.0 GPU with 6,144 CUDA cores into a 45-80W Windows laptop chip, targeting Apple Silicon head-on.

AMD Instinct MI350P brings CDNA 4 to a standard PCIe slot: 144GB HBM3E, 4 TB/s bandwidth, 2.3 PFLOPS MXFP8, and 600W passive cooling for air-cooled servers.

NVIDIA RTX Spark is a 20-core ARM + Blackwell GPU superchip delivering 1 petaFLOP FP4 and 128GB unified memory for AI-first Windows laptops and desktops.

Nvidia's Cosmos 3 is the first fully open omnimodel for physical AI, trained on 20 trillion tokens to teach robots and autonomous vehicles how to reason and act in the real world.

XCENA raises $135M at a $570M valuation to build the MX1 - a CXL 3.2 chip with thousands of RISC-V cores that processes AI workloads where data lives, eliminating costly data transfers between GPU and RAM.

Blackstone commits $5 billion to a new Google joint venture selling TPU compute-as-a-service, directly challenging CoreWeave with Wall Street capital and Google's chip stack.

Qualcomm stock surged 12% to an all-time high on May 22 and is now up 75% in a month, driven by an OpenAI smartphone deal, a Stellantis car contract, and a data center chip push - forcing Wall Street to rethink a company it had written off.

NVIDIA delivered first Vera CPUs to Anthropic, OpenAI, and SpaceX on May 17-19 as Q1 FY2027 earnings hit $81.6B, with $20B in standalone Vera CPU orders on the books for 2026.

Brett Adcock's AI lab Hark has closed a $700M Series A at a $6B valuation before shipping a single product, with chip companies AMD, Intel, Qualcomm, and NVIDIA all backing the bet.

Google unveiled three Android XR smart glasses form factors at I/O 2026, backed by Samsung, XREAL, Warby Parker, and Gentle Monster as launch partners.