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AI7/10

Nvidia Alumnus Explains Shift From Copper to Optical Interconnects

Nvidia Alumnus Explains Shift From Copper to Optical Interconnects▶

In an interview shared by Molly O'Shea, former Nvidia engineer Yannick De Koninck says AI models outgrow single GPUs and copper is running out of bandwidth, pushing data centers toward optical interconnects. He now works at Thema, which is building photonics manufacturing in Europe.

Original post · 1 min read
“Copper is running out of steam.”

Yannick De Koninck, who helped develop silicon photonics at Nvidia, explains why AI models & agents are pushing data centers from copper to light:

“The models have gotten so large that they no longer fit on a single GPU. So what we need to do is interconnect multiple GPUs together to run these models.”

“As these GPUs get faster, they need more data, they need more data at a faster rate, and copper is running out of steam.”

“That's why we're transitioning to optical interconnects, which bring much higher data transfer bandwidths.”
Molly O’Shea @MollySOShea
NEW: Why This NVIDIA Engineer Left to Build @ThemaFoundry

Thema is building photonics manufacturing capacity in Europe

“If you look at an AI factory today, 50% of that is GPUs, but the other 50% is the technology to interconnect these GPUs.”

I sat down with Thema's CEO Herwig Van Hove & CTO Yannick De Koninck in Monaco to go deep on the photonics supply chain powering the next generation of AI infrastructure.

Yannick spent 5 years at NVIDIA, where he helped build its silicon photonics technology from scratch to product-ready maturity. He left what he calls the “golden palace” to join Thema…
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More in AI

AI7/10

NYU Mathematician Says OpenAI's Paper Dump Harmed Early-Career Researchers

NYU Mathematician Says OpenAI's Paper Dump Harmed Early-Career Researchers▶

NYU math professor Tristan Buckmaster says a Tuesday release of 722 AI-generated math papers from OpenAI wiped out entire research programs and damaged early-career mathematicians' careers. The claim is made in a video clip.

Original post · 1 min read
NYU math professor Tristan Buckmaster says OpenAI’s Tuesday drop of 722 AI-generated math papers wiped out entire research programs:

“This recent dump of papers on Tuesday destroyed the careers of early career mathematicians.”
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AI7/10

National Compute Opens Hundreds of GPU Nodes to Universities and Agencies

National Compute Opens Hundreds of GPU Nodes to Universities and Agencies

Anjney Midha announces hundreds of MI355x and B300 nodes are live on nationalcompute.com, subsidized for .edu and .gov users. The site describes a public-sector compute access program with a capacity tracker.

Original post · 1 min read
hundreds of MI355x and B300 nodes

now live on nationalcompute.com

subsidized for all .edu and .govs

it’s time to scale the frontier ecosystem

for the public benefit
nationalcompute.comNational ComputeNow in Public Sector Access. Learn about the Grid Standard, evaluate the Marshall environment, and forecast with the capacity tracker.
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AI8/10

Isomorphic Labs Reportedly in Talks to Raise at Valuation of $40 Billion

Isomorphic Labs Reportedly in Talks to Raise at Valuation of $40 Billion▶

Trung Phan recalls a DeepMind documentary showing Demis Hassabis's reaction when told AlphaFold could predict all known protein sequences, then its release. He quotes a Bloomberg report that Isomorphic Labs is in early talks to raise funds at a valuation of at least $40 billion.

Original post · 1 min read
Still incredible that the DeepMind documentary has footage of exact moment Demis is told that AlphaFold can “easily” predict all known (1-2B) protein sequences “in a month” and he says to do it.

Then, it shows the moment AlphaFold is released to the world.
Bloomberg @business
Isomorphic Labs, an AI-powered drug discovery startup spun out of Alphabet’s Google DeepMind, is in early talks to raise new funds at a valuation of at least $40 billion, according to people familiar with the effort. bloomberg.com/news/articles/2026-10-08/alphabe…
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AI7/10

Anthropic Launches Claude Dashboards and Claude Motion in Beta

Anthropic Launches Claude Dashboards and Claude Motion in Beta▶

Claude announced that Claude Dashboards and Claude Motion are now in beta. Users can ask Claude to turn data into live dashboards and ideas into animated explainers.

Original post · 1 min read
Claude Dashboards and Claude Motion are in beta today.

Ask Claude to turn your data into live dashboards and your ideas into animated explainers.
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AI9/10

OpenAI Releases Broad Set of Mathematical Results From Internal Model

OpenAI announced it is releasing a range of new mathematical results produced by an internal frontier model, consulting the Institute for Advanced Study's Advisory Group on Mathematics and Artificial Intelligence on how to release them, with materials published on GitHub.

Original post · 1 min read
We’re releasing a broad range of new mathematical results produced by an internal frontier model.

We’ve been consulting with the independent Advisory Group on Mathematics and Artificial Intelligence at the Institute for Advanced Study, and we have drawn on their advice and public recommendations to inform how we release these results.

github.com/openai/math
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AI7/10

OpenAI Opens Decisions API to All Developers in Public Beta

Tony Dinh comments that the new service supports image input, quoting an OpenAI Developers announcement of the Decisions API. The API lets apps choose models, tools or actions in near real time and is claimed to be up to 10x faster than GPT-6 Luna via the Responses API.

Original post · 1 min read
They even support image input.

RIP Jev 💀
OpenAI Developers @OpenAIDevs
Let your app choose the right model, tool, or action in near real-time with Decisions API, now available to all developers in public beta.

The Decisions API makes decisions up to 10x faster than GPT-6 Luna through the Responses API.
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