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Samsung Electronics' Q2 operating profit surged 19 times year-on-year, surpassing Nvidia to become one of the world's most profitable companies, marking the second phase of AI infrastructure—where computing power is not just about GPUs but the entire supply chain (including HBM, DRAM, NAND, etc.). The article points out that AI companies need to understand models, engineering, and supply chain simultaneously to survive.
Kevin Naughton Jr. congratulates Jason Goodison on raising $15M to build General Compute, an ASICs-first inference cloud that claims to be 5-8x faster than GPUs on most models.
A tutorial and project demonstrating LoRA fine-tuning of Qwen3-1.7B on AMD MI300X using ROCm for clinical question answering, providing a CUDA-free alternative for medical AI development.