BIG TECH

Nvidia invests $5B in Intel to power next-gen AI tech

Chipmaking giant Nvidia has announced a $5 billion investment in its struggling competitor Intel.

Under the deal, the companies will develop custom data center chips to support the booming AI and personal computing industries. 

“This historic collaboration tightly couples Nvidia’s AI and accelerated computing stack with Intel’s central processing units (CPUs) and the vast x86 ecosystem — a fusion of two world-class platforms,” Nvidia founder and CEO Jensen Huang said in the announcement. “Together, we will expand our ecosystems and lay the foundation for the next era of computing.”

Under the deal, the partners said they will “seamlessly” integrate Nvidia and Intel’s architectures using Nvidia’s NVLink, with the aim of providing new AI solutions for customers. 

For data centers, Intel will make custom CPUs for Nvidia to integrate into its AI infrastructure platforms. For PC products, Intel said it will build chips using Nvidia’s technology.

“Intel’s leading data center and client computing platforms, combined with our process technology, manufacturing and advanced packaging capabilities, will complement Nvidia’s AI and accelerated computing leadership to enable new breakthroughs for the industry,” said Lip-Bu Tan, Intel’s CEO.

The investment, which is subject to regulatory approvals, comes at a crucial junction for Intel.

The company has experienced a decline in profits in recent years, as its focus on PC processors has left it struggling to keep pace with the growth of AI and smartphones.

Last month, the U.S. government took a 10% stake in the company, making it one of its largest shareholders and offering it something of a lifeline. 

Dan Ives, Wedbush's global head of tech research, told Bloomberg Television the latest investment is a “pop the champagne” moment for Intel, sparking a much-needed rise in its stock. 

“You have Nvidia, the godfather of AI, doubling down [after] the U.S. government’s investment…it brings Intel into the AI game,” he said.

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HEALTH CARE

Johns Hopkins’ AI predicts surgery risks better than doctors

AI just beat doctors at spotting deadly surgery risks — and it did it with 85% accuracy.

Johns Hopkins University researchers developed machine learning models to predict whether patients might suffer strokes, heart attacks or die within 30 days of surgery. They trained the models on electrocardiogram data from 37,000 surgical patients at Boston’s Beth Israel Deaconess Medical Center. 

One model used ECGs alone. The other used a more advanced “fusion” model that also included patient details such as age and gender. Both outperformed traditional risk scores, with the fusion model leading the pack.

“If we could get a really big dataset of ECG results and analyze it with deep learning, we reasoned we could get valuable information not currently available to clinicians,” said Dr. Robert D. Stevens, chief of the Division of Informatics, Integration and Innovation at Johns Hopkins Medicine, who led the study.

The findings show how AI can pull life-saving insights from routine tests hospitals already perform.

ECGs are standard pre-operative tests used to evaluate heart health, but researchers believe they also hold clues about broader physiological systems, including inflammation, metabolism and fluid balance, that could help flag complications earlier.

“You can imagine if you’re undergoing major surgery… instead of just having your ECG put in your records where no one looks at it, it’s run through a model and you get a risk assessment,” Stevens said. “It’s a transformative step forward.”

JHU’s models are part of a growing wave of AI in health care. Recently, researchers released Delphi‑2M, a generative AI tool that forecasts the risk of more than 1,000 diseases. At Mount Sinai, a new system helps emergency room teams predict hospital admissions hours in advance.

Together, these tools mark a shift: AI is no longer just assisting diagnoses — it’s reshaping how doctors manage care.

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SECURITY

Scale AI lands $100M national security contract

Scale AI’s burgeoning relationship with the United States military has taken another step forward, with the announcement that it has agreed to a long-term deal with the Department of Defense’s Chief Digital and Artificial Intelligence Office.

The deal has been described as a “critical” step in allowing the U.S. to fully realize the benefits of AI for national security.

Scale AI’s five-year agreement has a cap of $100 million and will see the San Francisco-based company provide “cutting-edge AI tools” for potential use in operations and conflicts. The deal follows a $99.5 million research and development services contract awarded in August.

The latest deal, hailed as a “game changer” by the firm, comes on the heels of two-and-a-half years of prototype agreements and is considered particularly significant because it will endow the Pentagon’s most secretive networks with advanced AI capabilities.

As well as delivering advanced data labeling services, Scale AI will license three different applications to the DOD. First, it will provide its Scale Data Engine infrastructure to transform the DOD’s data into an AI-ready, strategic asset. Additionally, the DOD will gain access to the Scale GenAI platform, enabling it to test and fine-tune generative AI models in secure environments with its own classified information for the first time.

Beyond this, the company will also grant access to Scale Donovan, its specialist platform for deploying mission-tailored AI agents. In practice, this will allow intelligence analysts and mission operators to leverage AI and large language models to swiftly sift through large volumes of unstructured data, enabling decision making “at mission speed.”

Interim CEO Jason Droege claimed the deal was of huge importance to the U.S. 

“The promise of AI for national security can only be realized if it operates where the mission happens and on the most sensitive data,” Droege said. “This agreement bridges the critical gap between commercial innovation and the classified environment.”

LINKS

• CoreWeave, Nvidia sign $6.3 billion cloud computing capacity deal

• Meta in talks with Fox, News Corp to license news articles for AI tools

• Huawei Technologies Co. unveils new technology to challenge Nvidia

• SoftBank, OpenAI Japan AI joint venture is behind schedule

• Elon Musk is back to asking employees what they’ve accomplished

• DeepSeek spent $294,000 on training its R1 model

• AI changes behavior when it knows it’s being tested, report

• Notion rides AI boom to $500 million in annual revenue

• Syria’s quest to build its own Silicon Valley

• Luma AI partners with Adobe to distribute new generative video model

• Google Gemini Chatbot in Chrome: Google has launched a new feature that brings the Gemini chatbot right to your Chrome browser, with just the click of a button

• Meta Ray-Ban Display Glasses: Meta launched its new AI glasses that feature a private, in-lens color display and can be paired with Meta’s Neural Band 

• Luma AI’s Ray3 Video Model: Luma AI’s Ray3 video model is now available in the Adobe Firefly app for generating videos and exploring creative concepts

• Guidde: AI-powered tool to auto-generate step-by-step video guides, docs, and voiceovers with a free browser extension*

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GAMES

POLL RESULTS

AI is currently utilized in 60% of software testing. Is human oversight still necessary?

• Yes, humans are still essential (70%)

• No, AI can handle it alone (12%)

• Depends on the project (18%)