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Feynman

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Headlines · 3

  1. Nvidia’s AI-chip moat faces its biggest test after Huang’s departure

    36Kr reports that Jensen Huang resigned as NVIDIA’s president, CEO and director on November 12, ending a 33-year leadership tenure, with CFO Colette Kress appointed interim CEO until a permanent successor is chosen. The report says NVIDIA’s established product roadmap and integrated chip, networking and software ecosystem remain intact, while citing customer ASIC development and lower software-porting costs as competitive pressures. 36Kr’s assessment that Huang leaves a near-term moat but does not resolve NVIDIA’s broader challenges remains an analytical claim.

    36氪 人工智能 · 🔥 5
  2. NVIDIA’s GPU roadmap seen holding steady after Jensen Huang exits

    NVIDIA announced that co-founder Jensen Huang resigned as CEO and director after 33 years, naming CFO Colette Kress as interim CEO while beginning a search for a permanent successor. Four semiconductor supply-chain executives interviewed by Central News Agency said NVIDIA’s published Blackwell, Rubin and Feynman roadmaps, product cadence and 2027 orders were expected to remain unchanged, while ASIC development could accelerate. Suppliers also reported seeing some mass-production orders into 2028, though these figures were not independently disclosed by NVIDIA.

    钛媒体 · 🔥 17
  3. Nvidia shows optics-on-interposer CPO prototypes, DWDM at 256 Gb/s per fiber

    At SEMICON West 2026, Nvidia presented work titled "Optical Integration for the Next Generation of AI" and said it has developed prototype chips that move optical engines from the organic substrate onto the silicon interposer, a technology it calls OOI (Optics-on-Interposer). Nvidia says removing the organic substrate can yield higher bandwidth density and lower power consumption; in its 200T ASIC packaging comparison, conventional organic-substrate optics span about 100 mm while OOI concentrates key components within roughly an 8 mm interposer. Separately, a still-research-stage DWDM demo used eight wavelengths at up to 32 Gb/s each to reach 256 Gb/s per optical fiber path. Principal Research Scientist Nikola Nedovic said the company is proposing and evaluating technologies for future products while addressing challenges that prevent commercialization.

    Wccftech · 🔥 0

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Swarm Intelligence•Florian•Opinion

LLMs: Two Paths to a Leap

When asking AI to solve a problem, we usually prepare the question, rules, and evaluation criteria for it in advance. Scientific research often starts from an earlier point: how should a phenomenon be described, which premise in an existing theory deserves scrutiny, and what kind of new explanation could connect several things that were previously separate. After reasoning capabilities continue to…

LLMInnovationDeductionInductionAbduction

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