NVIDIA's Grace Blackwell AI computing platform, pairing Arm-based Grace CPUs with Blackwell GPUs in rack-scale servers for large-model training and inference.
Mistral AI put Large 4, a 1.05-trillion-parameter mixture-of-experts model, into public preview on Oct. 6 and promised weights by October's end. Self-hosters can size memory now, though Mistral says the training run behind the preview is still going.
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Amazon is exploring moving about $8 billion of installed Nvidia Grace Blackwell chips into a mostly debt-funded vehicle that would lease them back. Amazon has already bought that hardware, so the deal would first hand it back cash for spending already done.
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The Windows on Arm port and the compute-capability-107 Rubin preview are the headline items, but the two lines that touch a running cluster are the unbundled driver installer and the new CDMM default on coherent platforms.
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CXMT turned 150.3 billion yuan of half-year sales into 77.6 billion yuan of profit. Goldman still marks the shares at about ten times next year's earnings, which is the market declining to price the shortage as permanent.
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Management says scale is starting to show up as operating leverage. The release as supplied gives a backlog, power figures and more than $14bn of fresh capital, but no margin numbers.
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