NVIDIA

Over $610B poured into AI hardware globally in the past week - South Korea $550B, Japan $6B, Qualcomm’s new chip bypasses HBM to challenge NVIDIA. From a builder’s perspective, I break down what this hardware gamble really means for investors, and why AI application developers don’t need to wait for the hardware reshuffle.

NVIDIA releases the world’s first open-source quantum AI model family “Ising,” designed to tackle quantum computing’s two core bottlenecks: calibration and error correction. Ising Calibration compresses calibration time from days to hours, while Ising Decoding boosts error correction speed by 2.5x and accuracy by 3x. Jensen Huang states that AI will become the quantum computer’s operating system, ushering in a new era of quantum-GPU supercomputing.