I'm excited to share that Qualcomm is acquiring Modular: this will accelerate our path to unifying accelerated compute with an open platform. This will also mark a new era in open software development for Qualcomm. 👇
Walnut is my new favourite home robot
A tiny quadruped with sub 100$ BOM. It has all the compute it needs for a natural gait, high quality voice control, and to feel the world around it.
@victoroldensand and I built this little guy in three weeks to introduce a new type of social robot, one that doesn’t talk too much, and can explore and interact with the world on its own.
Join our discord to learn more about it. https://t.co/2tdZ5wbMUQ
ByteDance has published a paper that should make every NVIDIA investor sweat.
They trained an AI that writes CUDA better than humans experts.
They call it CUDA Agent.
And it completely rewrites the economics of AI hardware.
They built a massive agentic reinforcement learning loop. The AI writes a kernel, compiles it, profiles the hardware, analyzes the bottlenecks, and rewrites the code until it's flawless.
It learned how to optimize memory access patterns and hardware tiling strategies that traditional compilers miss.
The results are staggering.
On the industry-standard KernelBench, CUDA Agent completely destroyed traditional compilers.
It delivered code that runs up to 3.2x faster than PyTorch's native execution.
On the hardest, most complex models, it beat the strongest proprietary models in the world—including Claude Opus 4.5 and Gemini 3 Pro, by 40%.
It didn't just match human experts. It started discovering optimizations that static compilers literally cannot see.
Here is why this is a massive threat to NVIDIA.
NVIDIA's dominance relies on the fact that CUDA is incredibly hard to master. Developers get locked in because optimizing code for other chips is too painful.
But if an AI agent can autonomously generate hyper-optimized hardware kernels...
You don't need a team of $500k a year CUDA engineers to build world-class infrastructure.
And if an AI can autonomously master CUDA, it can master AMD's ROCm. Or custom silicon.
The impenetrable software wall protecting NVIDIA's monopoly just got breached by a reinforcement learning loop.
If anyone can automatically squeeze maximum performance out of any chip...
Hardware becomes a commodity.
At #MSBuild, @Microsoft and NVIDIA unveiled an end-to-end stack for developers scaling agentic AI, from Windows devices to cloud to local.
One unified stack. Every layer accelerated.
Highlights include:
💻 RTX Spark: Windows PCs purpose-built for personal agents
💡 NVIDIA open models on Microsoft Foundry, with Anthropic’s Claude models running natively on NVIDIA GB300 Blackwell Ultra systems on Azure
🚀 NVIDIA-accelerated Microsoft Fabric Data Warehouse with up to 6x faster SQL execution
🦞 NVIDIA OpenShell in GitHub Copilot: secure-by-design agent runtime
📣 Fairwater Wisconsin AI factory is live and validated for the NVIDIA Vera Rubin platform
🔗 Read the full blog: https://t.co/n2buTyByjD
Based on my personal growth and observations of those around me, Andrej Karpathy's perspective is spot on: one of the greatest significances of AI lies in its ability to affordably provide personalized tutoring for everyone, thereby elevating the intellectual level of society as a whole.
Over the last 200 years, we've automated away a lot of hard physical labour. But people still go to the gym.
Indeed, many people today are more physically capable than people in the past. We can train systematically for whatever physical goal we want, and it's more fun than hard labour on a pre-modern farm.
@karpathy's hope is that, in the future, the same will be true of learning.
AI tutoring that's tailored to each person will make learning easy, and more people will want to do it. We will be able to go much further than our ancestors.