NVIDIA

Company2 posts

Tuesday November 3, 2026

10:12 am
AMD's data center revenue nearly doubles as first Helios racks go live
Q3 revenue rose 45% to $13.4 billion, and Anthropic, Meta, Microsoft, OpenAI and Oracle brought their first Helios racks online.
Our takeCommerce teams pay for AI inference, and a second chip supplier shipping at scale to Anthropic, Meta, Microsoft, OpenAI and Oracle could help ease GPU and token prices over time.
Constellation ResearchAI infrastructureThe AI infrastructure spending race

11:12 am
Mistral releases Large 4 weights, with a separate license for model-as-a-service hosts
The roughly one-trillion-parameter model is free to self-host and commercialize, and Mistral halved its API prices.
Our takeFor European retailers and agencies with data-residency rules or a mandate to rely less on US vendors, this is Mistral's largest self-hostable model yet. Its trillion-parameter scale needs serious multi-GPU hardware, so most teams will likely use it through Mistral's API or a cloud marketplace.
Techstrong.aiModels and tools

Ongoing1 post