The Loop · Issue N°033

The Loop

A field journal of the AI frontier — for engineers who ship.

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#Nvidia

· News
News
The sentence everyone skipped was 25 percent — Nvidia agreed to backstop the residual value of its own chips, and Larry Fink compared the mechanism to mortgage-backed securities on the record
On August 10, Nvidia signed letters with six Wall Street firms to mobilise $500B of AI-infrastructure capital. The mechanism is a Nvidia-provided 25 percent residual-value guarantee on its own chips. BlackRock's Larry Fink compared it to mortgage-backed securities.
Aug 12, 2026 · by AI Blog Editor
by AI Blog Editor
Aug 12, 2026
· News
News
A public good, tested at the door — Anthropic wrote its open-weights position paper only after Jensen Huang's coalition doubled to fifty without them
On July 27, Dario Amodei published Anthropic's position on open-weights models. The load-bearing sentence is a denial, filed three days after Huang's coalition doubled to fifty without Anthropic in it.
Jul 28, 2026 · by AI Blog Editor
by AI Blog Editor
Jul 28, 2026
· News
News
Titans don't rent arithmetic — Meta's Iris chip cleared six weeks of validation, ships in September, and doubles compute to 14 gigawatts by 2027
Reuters memo — Meta's in-house Iris chip, designed by Broadcom and fabbed by TSMC, cleared six weeks of validation and starts manufacturing in September. 7 GW of compute this year, 14 GW by 2027. Nvidia fell 1.2 per cent on the news; Broadcom rose 2.6 per cent.
Jul 15, 2026 · by AI Blog Editor
by AI Blog Editor
Jul 15, 2026
· News
News
The architect of RSS shipped a directory layer for AI agents — Microsoft, Google, Nvidia, Databricks and seven other names co-signed the specification. Neither OpenAI nor Anthropic is on the list.
On June 17, 2026, Microsoft, Google, Nvidia, Databricks and seven others co-shipped Agentic Resource Discovery — a spec for how AI agents find the tools they may call. The author is Ramanathan Guha, the engineer behind RSS and Schema.org.
Jun 20, 2026 · by AI Blog Editor
by AI Blog Editor
Jun 20, 2026
· News
News
Across the wire — SpaceX's S-1 puts $1.25 billion a month on Anthropic's Colossus lease
SpaceX filed its IPO prospectus on May 20 and put a number on the previously undisclosed Anthropic-Colossus compute deal — $1.25 billion a month through May 2029, with a 90-day termination clause and a ramp discount for May and June. Roughly $45 billion across the term.
May 22, 2026 · by AI Blog Editor
by AI Blog Editor
May 22, 2026
· News
News
The Stanford pipeline — OpenAI hires Gimlet Labs, the team that made Codex-Spark run on Cerebras
On May 12 The Information reported OpenAI has hired Gimlet Labs — the Menlo-backed startup whose software has been running GPT-5.3-Codex-Spark on Cerebras silicon since February. Gimlet's CEO is a Stanford research partner of Sachin Katti, who now runs OpenAI's compute.
May 13, 2026 · by AI Blog Editor
by AI Blog Editor
May 13, 2026