Software & Models
6 articles covering this beat
Standard Kernel Raises $20M to Bet That AI Can Write Its Own GPU Code
Standard Kernel has raised a $20 million seed round led by Jump Capital to build an autonomous kernel generation platform — software that uses AI to write the low-level GPU code that AI itself runs on. The company claims 80% to 4x performance gains over NVIDIA's cuDNN on H100 workloads. If that holds at scale, the implications reach far beyond one startup.
DeepSeek V3.2: How a Chinese Lab Matched Frontier Performance Under Export Controls
DeepSeek's V3.2 — 685 billion parameters, 37 billion active per token — achieves gold at the IMO and matches GPT-5 on key benchmarks, all trained on export-restricted hardware. Its FP8 training framework and MoE innovations prove that chip restrictions may force innovation rather than prevent it. And V4, optimized for Huawei Ascend, signals something bigger.
The MoE Revolution: How Mixture-of-Experts Became the Dominant Frontier Architecture
Every major frontier model released in the past year uses Mixture-of-Experts. DeepSeek V3.2: 685B parameters, 37B active. Llama 4 Behemoth: 2 trillion total, 288B active. Gemini, Mixtral, and reportedly GPT-4 — all MoE. NVIDIA says Blackwell runs MoE 10x faster at 1/10th the token cost. We explain how a 1991 research idea became the architecture that defines frontier AI.
The Weekly Briefing
Every Sunday. The most important supply chain developments of the week, with analysis on what they mean for the AI ecosystem. Free.