Browse JustGhostIt articles in the Compute & Infrastructure category.
GPT-5.5 released; OpenAI highlights improvements in coding, research, and knowledge work metrics, while synergy narratives with Nvidia hardware intensify.
OpenAI has discontinued its consumer Sora product, signaling a strategic pivot toward productivity tools, coding assistance, and enterprise applications that has sparked widespread industry analysis.
Reports suggest Nvidia and OpenAI are exploring inference chips like Groq's LPU. This fuels speculation about supply chain shifts and a restructuring of the inference stack.
Reports indicate OpenAI is raising approximately $110 billion in its latest private equity round, with major stakes allocated to Nvidia, Amazon, and SoftBank.
Capital markets closely watch the 'fund-order chips-lock compute' chain. Off-balance-sheet obligations and supplier negotiation details frequently make headlines.
Top labs use proprietary data to validate the compute-to-revenue scaling law, demonstrating how increased investment drives higher returns.
A hidden champion in embodied intelligence gains capital attention: A simulation and data company within Nvidia's ecosystem reveals its funding case.
Microsoft's earnings reveal significant investment losses with OpenAI, highlighting the tension between massive spending on compute power and revenue growth.
DeepSeek's paper and academic recognition in sparse attention, reasoning systems, and cost transparency fuel the 'China vs. Silicon Valley' narrative.
The race for longest context and sparse attention heats up. Mechanisms like DSA/NSA reduce long-text inference costs, becoming key themes in papers and products.