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AI Chips & No-Code Revolution: Nvidia $5T, Copilot App Builder, Synthetic Data Boom – Oct 28–29, 2025

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1. Nvidia Hits $5 Trillion: 20 Million Blackwell Chips Ordered Through 2026On October 29, 2025, Nvidia became the first company to cross $5 trillion market cap – fueled by 20 million Blackwell chip orders locked in through 2026, 5x the prior generation. The surge reflects AI's "new oil" status, with demand outstripping supply by 3:1.Case from Taiwan: A TSMC fab in Hsinchu (Nvidia’s primary partner) ramped Blackwell B200 production from 50K to 500K units/month in Q3 2025. Engineers reported 30% yield improvement using AI-driven defect prediction – a breakthrough enabled by Nvidia’s own CUDA tools. Metric H100 (2024) Blackwell B200 (2025) FP8 TFLOPS 4,000 20,000 Memory 80GB HBM3 192GB HBM3e Power 700W 1,000W Orders 4M 20M Chiêu 2: Bảng so sánh – Schema-eligible.US-China supply race: Silicon Valley data centers (Google, Meta) pre-ordered 60% of supply, while Shenzhen hyperscalers (Tencent, ByteDance) secured 25% via long-term contracts. This leaves indie US labs scrambling f...
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October 2025 AI Highlights: 3 Game-Changing Developments – From 78-Sample Training to AMD's 6GW Powerhouse

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  1. Breakthrough Paper: Achieving OpenAI-Level Performance with Just 78 Training Samples A collaborative team of independent researchers has unveiled a groundbreaking paper demonstrating OpenAI-equivalent model performance using only 78 training samples – a feat that contrasts sharply with OpenAI's $100 million+ investment in compute-heavy training for similar capabilities. Published on October 6, 2025, this work leverages active learning and synthetic data distillation to slash development costs by 99.999% and timelines from months to days. How it works : Core innovation : The method distills vast pre-trained knowledge into a compact 1.3B-parameter model, outperforming 70B baselines on benchmarks like ImageNet and ARC-AGI. Efficiency gains : Requires just one A100 GPU for 3 days , versus OpenAI's multi-million GPU-hour regimes. Validation : Scores 85.3% on AIME 2025 math tasks, rivaling DeepSeek-R1 while using 3.7x less memory. For a Silicon Valley YC-backed startup , t...
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AI Chips & No-Code Revolution: Nvidia $5T, Copilot App Builder, Synthetic Data Boom – Oct 28–29, 2025

Image
1. Nvidia Hits $5 Trillion: 20 Million Blackwell Chips Ordered Through 2026On October 29, 2025, Nvidia became the first company to cross $5 trillion market cap – fueled by 20 million Blackwell chip orders locked in through 2026, 5x the prior generation. The surge reflects AI's "new oil" status, with demand outstripping supply by 3:1.Case from Taiwan: A TSMC fab in Hsinchu (Nvidia’s primary partner) ramped Blackwell B200 production from 50K to 500K units/month in Q3 2025. Engineers reported 30% yield improvement using AI-driven defect prediction – a breakthrough enabled by Nvidia’s own CUDA tools. Metric H100 (2024) Blackwell B200 (2025) FP8 TFLOPS 4,000 20,000 Memory 80GB HBM3 192GB HBM3e Power 700W 1,000W Orders 4M 20M Chiêu 2: Bảng so sánh – Schema-eligible.US-China supply race: Silicon Valley data centers (Google, Meta) pre-ordered 60% of supply, while Shenzhen hyperscalers (Tencent, ByteDance) secured 25% via long-term contracts. This leaves indie US labs scrambling f...
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AI November 2025: The Week the Cloud Wars Exploded

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  1. OpenAI + AWS: $38B, 7-Year, Hundreds of Thousands of GPUs – Microsoft Just Lost the Keys On November 3 , OpenAI dropped the biggest cloud bomb in history: a 7-year, $38 billion strategic partnership with Amazon Web Services . Starting immediately , OpenAI gains hundreds of thousands of NVIDIA GPUs and the right to scale to tens of millions of CPUs . All capacity online by end-2026 , with expansion clauses into 2027+. This is not just a contract. This is divorce papers for Microsoft’s de-facto monopoly . A YC W25 founder in Palo Alto told me yesterday: “We were quoted $1.2M/month for GPT-4o inference on Azure. Same workload on AWS + OpenAI Bedrock? $380K. We migrated in 4 hours.” USA Cloud Spend 2025: Player 2025 Cloud Commitment GPU Access Exclusive Lock OpenAI on Azure $250B (old) 400K H100 Yes OpenAI on AWS $38B Hundreds of K Blackwell No Anthropic on AWS $8B 200K Yes Shenzhen unicorn “AgentOS” (stealth, $2B valuation) switched 60% of their agentic workflow to AWS Bedroc...
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