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• Top hyperscalers likely to have more AI-linked debt than now known, S&P Global warns

  S&P Global predicts that the world's largest tech firms are likely to have more AI-linked debt than previously known, despite the firm not changing any ratings at the moment. The debt issued by AI infrastructure providers and "neocloud" firms, such as Nvidia-backed CoreWeave, has reached increasingly stressed levels due to concerns about the scale of their borrowing. S&P's Global Head for Digital Infrastructure, Mark Habib, highlighted the interconnected financing structures where hyperscalers effectively guarante…

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• Nvidia launches new open models to run agents in the enterprise and on PCs

  Nvidia introduces two new open models for enterprise and local PC use, aiming to compete with proprietary models and create a new market for its chip-powered PCs. The Nemotron 3.5 Super VL is optimized for enterprise agents, while the Bolt models are lightweight for local use. Nvidia claims faster and more accurate performance compared to competitors, with the Super VL completing tasks faster than Anthropic and OpenAI's models post-trained on specific tasks. Nvidia's vice president of Open Models and Software, Kar…

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• Jeffrey Zeldman

  ### Briefing Jeffrey Zeldman, a renowned web designer, continues to create music playlists and share insights on web design, typography, and digital culture. His latest project, "Side Two," is nearing completion with 14 songs, and he is expecting to release it before the end of the year. Zeldman reflects on the peak year for Adobe's website in 2000, which featured creative content and product information.

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