Designs the accelerators the buildout runs on. Issue 001 carries Epoch AI’s estimate that memory is nearly half the manufacturing cost of a B200. In the recursive-self-improvement strand it sees no wall in post-training and opens Nemotron 3 Super, and it is the incumbent whose software advantage narrows when agents write the kernels for a challenger GPU.
Organization
NVIDIA
Dominant accelerator designer whose GPUs the buildout runs on; in this corpus its cost structure, its software moat and its post-training stack are all reported being reworked.
Sources
Attribution and reporting linked by this record; links do not imply independent verification.
- Welcome to December 11, 2025 (theinnermostloop.substack.com)
Development timeline
Newest reporting dates first. Reporting dates may differ from event dates.
Knowledge graphopen in browser →
Cite or correct this record
Suggest a correction — opens a GitHub draft for you to review and submit.