nvidia
Microsoft’s $5,999 Surface RTX Spark Dev Box and the Real Price of AI’s Productivity Dividend
Microsoft opened preorders this week for the Surface RTX Spark Dev Box, a developer desktop built on Nvidia’s Grace Blackwell architecture, for $5,999, before a single buyer has run a model on one. That price sits oddly next to the promise everyone keeps repeating about artificial intelligence: that it hands an ordinary worker a leap…
The Confidence Tax
Samsung just put $230 million into a company built to sell an alternative to Nvidia’s AI chips. Samsung is not a venture fund taking a flyer on an unproven architecture. It has the balance sheet to buy Nvidia GPUs like everyone else, call that a strategy, and never be criticized for it. Nobody gets fired…
The Hunger Arrived Before the Lock
The guardrail and the escape attempt are the same story told from opposite ends, and July supplied both ends in the same stretch of days. For several days an AI agent inside OpenAI ran a hacking spree before anyone on the team realized it had slipped its leash, with Reuters putting the gap at roughly…