# What is true on Gpu? > Markdown twin of https://roboterminal.app/topics/gpu · https://roboterminal.app/topics/gpu.md ## On this layer - org — [NVIDIA](https://roboterminal.app/companies/nvidia) (17) - org — [Figure](https://roboterminal.app/companies/figure) (5) - org — Nscale (5) - org — OpenAI (5) - org — Gimlet Labs (4) - org — Oracle (3) - org — Samsung (3) - org — a16z (2) - org — AMD (2) - org — Meta (2) - org — Microsoft (2) - org — agilityrobotics (1) - org — Amazon (1) - org — Amkor (1) - org — Apple (1) - org — Auras (1) - org — AWS (1) - org — AXIS ROBOTICS (1) - org — AXT (1) - plant — barstow,-texas (1) - org — CXMT (1) - org — Figure_robot (1) - org — Goldman Sachs (1) - org — [Google](https://roboterminal.app/companies/google) (1) - org — LimX Dynamics (1) - org — Lumentum (1) - org — maximum number of times a user can complete the same task. (1) - org — Micron (1) - org — NEURARobotics (1) - org — performance metrics. (1) - org — Qwen (1) - org — SK Hynix (1) - org — SpaceX (1) - org — Sumitomo Electric (1) - org — total memory SAM per unit (1) - org — TRON 2 (1) - org — vLLM (1) - org — Waymo (1) - org — xAI (1) - org — ZiNovaLabs (1) ## Who captures - NVIDIA (8) - OpenAI (5) - Figure (5) - Microsoft (2) - AMD (2) - a16z (2) - Qwen (1) - SpaceX (1) - Apple (1) - @ricci_nov (1) - Auras (1) - @smsehy (1) - @MelvinInvests (1) - Waymo (1) - ZiNovaLabs (1) - Goldman Sachs (1) - @frontrunvc (1) - AXIS ROBOTICS (1) ## Sourced numbers - **Gimlet Labs:** $300M - _"We're thrilled to lead a $300M investment in Gimlet Labs."_ - Source: [@a16z on X](https://x.com/a16z/status/2095905665516736760) - **Gimlet Labs:** $300M - _"We're thrilled to lead a $300M investment in Gimlet Labs."_ - Source: [@a16z on X](https://x.com/a16z/status/2095904215969477103) - **Amkor:** $1.5billion - _"Nvidia already prepaid them $1.5 billion to lock capacity."_ - Source: [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095901225816318336) - **TRON 2:** 1 units - _"TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces."_ - Source: [LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X](https://x.com/chris_j_paxton/status/2095114381818253768) - **total memory SAM per unit:** $250 - _"we see a SAM range of between $250-$350 for DRAM and $350-$450 for NAND, for a total memory SAM of between $600-$800 or more per unit."_ - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094366980014739648) - **performance metrics.:** 0 units - _"Tokens Per Megawatt"_ - Source: [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2094198478331416747) - **maximum number of times a user can complete the same task.:** 5 units - _"Up to 5 times."_ - Source: [FAQ | AXIS ROBOTICS](https://x.com/axisrobotics/status/2090351676880486648) ## Pulse - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095980532186140692) A (popcorn) kernel is a specialized seed from a variety of corn that can burst open and turn inside out when heated. A kernel is also a few hundred lines of GPU code that executes the math and attenti… - [@MelvinInvests on X](https://x.com/MelvinInvests/status/2095975579736838521) AI demand is just getting started,and we need more compute than ever before. The chart tracks the share of US businesses paying for subscriptions to AI models, platforms, and tools, based on business … - [@stretchcloud on X](https://x.com/stretchcloud/status/2095946245164454137) Qwen3.8-Flash-Next just made the 180B parameter class meaningfully accessible. The architecture is worth understanding: 125B language model parameters, 55B auxiliary, but only 6B activate per token. T… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095941212112904432) The image model race just made a clear separation between quality and price leadership. My read on what MAI-Image-2.6-Flash means: Microsoft now owns both. MAI-Image-2.6 is #2 on the Artificial Analys… - [@tchsignal on X](https://x.com/tchsignal/status/2095931438076219395) Notebook Graphics Drive a Stronger PC GPU Quarter The PC graphics market grew sharply in Q2 2026, but the numbers show that notebooks were a major part of the story. Jon Peddie Research says total PC … - [@tchsignal on X](https://x.com/tchsignal/status/2095929148908904459) SpaceXAI's Starlink Discount Puts AI Data Center Community Impact in Focus Starlink is offering eligible residents in the Memphis area a 50% discount on monthly Residential service, while new eligible… - [@MelvinInvests on X](https://x.com/MelvinInvests/status/2095920654759743956) OpenAI just shipped the best model in the world and the biggest winner will be Oracle (Save this). GPT 6 Astra launched yesterday and OpenAI calls it the most intelligent and aligned model in the worl… - [@tchsignal on X](https://x.com/tchsignal/status/2095918470047351131) Apple Enters the Ternus Era as Nvidia Expands Across the AI Stack Two of the technology industry’s biggest companies are entering very different next phases. John Ternus became Apple CEO on September … - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095914980533047483) The debt overhang narrative around OpenAI and $ORCL was overdone. Astra just dropped and it's a real leap, trained on 100,000+ GPUs at Stargate, OpenAI's own VP calling it their biggest training run b… - [@a16z on X](https://x.com/a16z/status/2095905665516736760) We're thrilled to lead a $300M investment in Gimlet Labs. AI inference is one of the fastest-growing markets in the history of capitalism, and we are running out of nearly every physical input require… - [@a16z on X](https://x.com/a16z/status/2095904215969477103) We're thrilled to lead a $300M investment in Gimlet Labs. AI inference is one of the fastest-growing market in the history of capitalism, and we are running out of nearly every physical input required… - [@adcock_brett on X](https://x.com/adcock_brett/status/2095903849626337498) Yesterday, Figure announced it will be working with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform I’m excited to be working with Josh and the Nscale team https://t.co/5QbnnPkqd… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095901225816318336) This guide for $AVGO is also where it gets interesting for other testing and packaging names $115 billion in AI revenue next year, $230 billion the year after, with six customers committing gigawatts … - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2095893487661330861) Nvidia is prepaying billions for a material that most people have never heard of (Save this). Indium phosphide is the only material that efficiently turns electricity into laser light at fiber wavelen… - [@ricci_nov on X](https://x.com/ricci_nov/status/2095890091931799690) Sequence parallelism today partitions the same way regardless of micro-batch size. BASP splits GPUs into disjoint groups sized to the micro-batch, shrinking the all-to-all group. Training time improve… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095744598073053470) On total tokens per $ TCO, a new AMD MI355x submission beats B300 at lower interactivity ranges on AgentX. Shoutout to vLLM, AMD, and LMCache engineers. https://t.co/1oYYeYYu9S - [@stretchcloud on X](https://x.com/stretchcloud/status/2095734852259881296) What NVIDIA shipped at IFA yesterday quietly changes local inference infrastructure. PAIR (Personal AI Router) is a free, open-source tool that auto-discovers compatible GPUs on your local network and… - [@ricci_nov on X](https://x.com/ricci_nov/status/2095717545231995355) Auras expects ASIC-related products to reach 50% of revenue in 2027 as it expands beyond GPU platforms, with microchannel liquid cooling production targeted for 2028 and projects running with AWS and … - [@smsehy on X](https://x.com/smsehy/status/2095711446143586539) Securing massive GPU clusters proves that physical AI is adopting frontier model training economics. The ultimate pacing item remains converting those model outputs into deterministic, safety-certifie… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095693418869481622) An AI agent broke out of its sandboxes. The vulnerabilities it used were already public. "Our recommendation to providers in the ClusterMAX rankings is literally just keep your stuff up to date. If th… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095565807648436417) $SPCX at $110 was such a good buy looking back. The reason was literally one sentence from the earnings call. Musk said they'd end 2026 with over 2 gigawatts of compute and reach 10 gigawatts by the e… - [@tchsignal on X](https://x.com/tchsignal/status/2095561122074198141) Nvidia RTX Spark N1X Brings Up to 128GB of Unified Memory to Windows PCs Nvidia's RTX Spark N1X is more than another increase in CPU and GPU core counts. The new platform combines a Grace CPU, Blackwe… - [@tchsignal on X](https://x.com/tchsignal/status/2095558659279605842) Nvidia PAIR Turns Multiple Computers Into a Local AI Compute Pool Nvidia has launched the beta of Personal AI Router, or PAIR, a free software tool designed to make multiple compatible computers on th… - [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2095554390933549068) Training general-purpose humanoids will need unprecedented compute capacity, and Figure is stacking the chips. Figure, with cloud partner Nscale, is deploying up to 100,000 NVIDIA Vera Rubin GPUs. It'… - [@MelvinInvests on X](https://x.com/MelvinInvests/status/2095548651619877295) AI’s biggest bottleneck is moving data and that could still create huge opportunities for optical networking companies (Save this) The chart shows a 1.6T optical transceiver, a device that transfers d… - [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2095535083763453957) Figure is making one of the largest infrastructure bets in physical AI to date. The company is partnering with Nscale to deploy up to 100,000 GPUs on NVIDIA's next-gen Vera Rubin platform—starting wit… - [@HumanoidInvest on X](https://x.com/HumanoidInvest/status/2095499998796349509) Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform 🤖 https://t.co/olf90xgNKb - [@adcock_brett on X](https://x.com/adcock_brett/status/2095499534940185022) Today, Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion To ship a robot in… - [@CrossedOffCap on X](https://x.com/CrossedOffCap/status/2095480698362618297) It’s also important to note that Nvidia has invested in several other humanoid companies such as @Figure_robot and @NEURARobotics. They’ve invested more money and in more series into Figure. If Figure… - [@smsehy on X](https://x.com/smsehy/status/2095293945534091544) Waymo designed its own inference ASIC rather than using off-the-shelf GPUs. The thermal envelope inside a vehicle roof module does not allow a 300W GPU. Automotive compute is a packaging and thermal p… - [LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X](https://x.com/chris_j_paxton/status/2095114381818253768) Post Log in Sign up Post LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovati… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094366980014739648) Goldman Sachs: Humanoids and memory Memory is expected to be up to 40% of semiconductor dollar content for humanoid robots (excluding GPU/CPUs). Goldman Sachs: Although content can vary, we assume an … - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2094198478331416747) Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) This week Bryan, Myron and Jordan (@JordanNanos) discuss our recent article on OpenAI Jalapeño. They cover the performance, archi… - [Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) - YouTube](https://x.com/SemiAnalysis_/status/2093715936406610233) Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with yo… - [@frontrunvc on X](https://x.com/frontrunvc/status/2093420293188391334) plugged the Machine Age memo into claude + the @frontrunvc mcp. companies flagged in the last 30 days that fit the thesis: 👇 chips + compute: @stanmachines AI that designs chips, YC S26 @neurophos a … - [FAQ | AXIS ROBOTICS](https://x.com/axisrobotics/status/2090351676880486648) 01Getting Started16 What do I need to use Axis Hub? A modern browser (Chrome, Firefox, Safari, or Edge) on a desktop or laptop. No GPU, no downloads, no special hardware. The physics engine — MuJoCo, … --- Source: Roboterminal · https://roboterminal.app/topics/gpu.md