
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.
They summarize our coverage. We write it.
Newsletters like this one rebroadcast our headlines - often without the full review, the source reading, or the analysis underneath. Our weekly briefing sends the work they paraphrase, straight from the desk, before they get to it.
Free, weekly, no spam. One email every Tuesday. Unsubscribe anytime.

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.

Cerebras Systems raised its IPO price to $150-$160 per share after investors placed over $10 billion in orders on a $3.5 billion offering - 20 times oversubscribed.

Nvidia has crossed $40 billion in equity commitments this year, investing in the same AI companies that buy its chips - raising serious questions about circular money flows in the ecosystem.

NVIDIA and IREN plan 5 GW of DSX-aligned AI factories, backed by a $2.1B investment warrant and a $3.4B, five-year GPU cloud contract.

Six companies just released MRC, an open networking protocol that routes AI training traffic across hundreds of simultaneous paths to end GPU idle time at supercomputer scale.

SAP buys German tabular AI startup Prior Labs and commits €1B to build Europe's first frontier AI lab, while also acquiring data lakehouse Dremio in a two-front push on structured enterprise data.

Nebius agrees to acquire 20-person MIT inference startup Eigen AI for $643M, betting that optimizing every token per Nvidia chip is the real moat in the AI infrastructure race.

Bernstein projects Nvidia's China AI chip share falls from 66% to 8% in 2026 while Huawei targets $12B in revenue, with ByteDance alone committing $5.6B in Ascend 950PR orders.

The Pentagon signed AI agreements with eight tech companies for its most classified military networks, pointedly excluding Anthropic even as courts battle over its blacklist status.

NVIDIA's new open omni model activates 3B of 30B parameters, processes video, audio, and documents in one pass, and delivers up to 9.2x higher throughput than other open omni models.

NVIDIA's first open omni-modal model: 30B total / 3B active hybrid Mamba-MoE that processes text, images, audio, and video in a single inference loop, with 9x higher throughput than comparable open omni models.

David Silver, creator of AlphaGo and AlphaZero, closed a $1.1B seed round for Ineffable Intelligence - a London lab building AI that learns without human data.