NVIDIA

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1. 8 Oct
   AMD CEO Lisa Su discusses partnerships with Korean AI chipmakers

   AMD chair and CEO Lisa Su held meetings in Seoul with South Korean officials and executives from 13 AI chip companies to explore pairing AMD CPUs and GPUs with Korean neural processing units for AI inference. The talks covered demonstration projects in Korea, potential overseas deployment, and joining AMD's open-source ROCm software ecosystem as part of a broader push to build complete AI computing systems.

   Hardware · 1 source

   

2. 8 Oct
   Microsoft unveils Surface Ultra laptop powered by Nvidia AI chips

   Microsoft announced the Surface Ultra, a new laptop that uses Nvidia artificial intelligence chips and will cost more than $2,500. The company framed the device as part of a push for 'hybrid intelligence' — running AI on-device and in the cloud — positioning the partnership with Nvidia against Apple, Intel and AMD.

   Hardware · 2 sources

   

3. 8 Oct
   Nous Research raises $90M, launches Hermes agents for businesses

   Nous Research confirmed a $90 million Series B at a $1.5 billion valuation and said it will use the funding to push Hermes Agent into enterprise with a product called Hermes for Businesses. The startup said Hermes has been cloned over 24 million times and reported roughly $36 million in annualized revenue by mid‑September 2026, with expectations to pass $100 million before year end.

   Agents · 1 source

   

4. 8 Oct
   Microsoft and NVIDIA unveil RTX Spark PCs and Windows updates for AI agents

   Microsoft and NVIDIA showcased a new class of Windows PCs powered by NVIDIA’s RTX Spark chip and announced Windows updates designed for on-device AI agents at a San Francisco event. Microsoft revealed the Surface Laptop Ultra (starting $2,599) and the Surface RTX Spark Dev Box (starting $5,999), with devices shipping from October 16.

   Hardware · 4 sources

   

5. 8 Oct
   Microsoft unveils Execution Containers to limit agent access on PCs

   Microsoft said it is releasing Microsoft Execution Containers to prevent agents from accessing data or performing unauthorized tasks on laptops and desktops. The company said Anthropic, OpenAI and Nvidia will use the tool, announced at an event in San Francisco.

   Security · 1 source

   

6. 7 Oct
   Nvidia-backed Lambda seeks up to $4B raise before planned 2027 IPO

   Cloud provider Lambda is raising up to $4 billion at a reported $14.5 billion pre-money valuation in what could be its final private round before a planned 2027 IPO. Reports say Blackstone and Coatue are leading the round and Lambda's backlog jumped from $15 billion in June to $50 billion in September, driven largely by a $35 billion commitment from Anthropic.

   Business · 2 sources

   

7. 6 Oct
   Reflection debuts Beam, a 501B open-weight model focused on efficient coding and agents

   Reflection launched Beam, a sparse mixture-of-experts open-weight model with 501 billion total parameters that activates 23 billion per token to reduce inference compute. The Nvidia-backed startup says Beam is aimed at coding, reasoning and agentic workloads and is competitive with some Chinese open models while using less compute.

   Models · 5 sources

   

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