OpenAI’s 10 GW ASIC Alliance: Escaping Nvidia’s 75% Margin
OpenAI and Broadcom booked TSMC 3nm/2nm capacity for a 10 GW inference ASIC deployment by 2029. Here is the CoWoS math, Ethernet fabric, and 60% TCO savings.
Independent analysis, benchmarks, and field intelligence on AI models, chips, computing, and defence systems.
OpenAI and Broadcom booked TSMC 3nm/2nm capacity for a 10 GW inference ASIC deployment by 2029. Here is the CoWoS math, Ethernet fabric, and 60% TCO savings.
Anthropic’s Claude Haiku 5.5 pairs a 1M context with a 5x cost surge at 100k tokens. Here is the worked math on subagent loops, cache reads, and compaction.
Microsoft-Decision-1 brings 85ms scoring to Azure for $0.042/1M tokens, but WAN transit taxes and 0.4B local models challenge its agent control plane.
In autonomous agentic coding, the most expensive mistake is assigning frontier reasoning models to operational plumbing. On local developer machines, multi-agent swarms look effortless in…
Can AI get sick? A systems audit of neural weight decay, somatic harness compromise, and prompt worms—and why frozen LLMs cannot catch prompt viruses.
Google is testing an unreleased Gemini 4 checkpoint codenamed Carbon on its internal Jetski platform. Leaks report coding capability rivaling Claude Opus 5.5.
What GNoME, MatterGen and A-Lab have demonstrated, why superheavy elements remain experimental, and where industrial and planetary defense claims exceed evidence.
Paradigma reports 94.01% on AIME 2026 for its 1B math model. Off-scope failures and specific prompt and runtime requirements define its practical use.
Cloudflare Clef scores typed choices from text and images. The 27B model costs $0.24 per million input tokens; hosted image limits and latency need a close look.
Microsoft reports 61.5% on SWE-bench Verified for FrogNano 4B. A five-tool agent interface accounts for a large gain, with cost and licensing caveats.