September 13, 2025 · 24-Hour AI Briefing: Supermicro launches Blackwell Ultra, Apple loses AI executive, Tesla’s Robotaxi gets approval
In the past 24 hours, the AI and tech world has seen major developments. From Supermicro rolling out its latest NVIDIA Blackwell Ultra solutions, to another key executive departure from Apple’s AI team, to Tesla securing approval for Robotaxi testing on public roads, both markets and industry dynamics are shifting rapidly. Here are today’s highlights and analysis.
Supermicro launches NVIDIA Blackwell Ultra solutions worldwide
Supermicro announced the full availability of its NVIDIA Blackwell Ultra solutions, delivering plug-and-play NVIDIA HGX B300 systems and GB300 NVL72 racks to global customers.
Analysis: Compared with the previous Blackwell generation, Blackwell Ultra delivers a 50% boost in FP4 inference performance, a 50% increase in HBM3e memory capacity, and power consumption of up to 1,400W per GPU. This makes it capable of handling trillion-parameter models, from foundational training to large-scale inference workloads. For enterprises, deploying advanced AI infrastructure is a significant challenge, and a “plug-and-play” system greatly lowers the barrier to entry and reduces deployment time. However, the high power demand may strain global GPU supply chains, and with the steep cost of a GB300 NVL72 rack, small and mid-sized companies may find it out of reach.
Apple AI executive Robby Walker to depart
Apple’s senior AI executive Robby Walker is set to leave the company. He reported directly to John Giannandrea, Apple’s head of AI, oversaw Siri for a period, and later shifted focus to building a new AI-driven web search system. Walker is currently head of the Answers, Information, and Knowledge team.
Analysis: Walker joined Apple in 2013 when the company acquired his startup Cue, and he has since become a central figure in Apple’s AI efforts. His departure marks another setback for Apple’s AI unit. Following the exit of AI model chief Ruoming Pang—who joined Meta with a reported $200 million compensation package—Apple has already lost multiple high-profile figures, including Mark Lee and Tom Gunter. While executive turnover is common in fast-moving AI fields, Walker’s departure could impact Apple’s AI search project, one of its most critical strategies to reduce dependence on Google Search.
Tesla surges 13% as Robotaxi gets green light in Nevada
Tesla shares jumped more than 13% in two days, climbing from about $350 to $395, hitting a 7-month high. The rally was driven by news that Nevada has approved Tesla to test its Robotaxi service on public roads.
Analysis: The ability to test Robotaxi services on public roads marks a crucial milestone in Tesla’s path toward autonomous driving commercialization. It signals that Tesla’s FSD (Full Self-Driving) technology is moving beyond driver assistance and into full autonomy. Investors are increasingly viewing Tesla as an AI and robotics company rather than just an EV maker. Robotaxi and FSD represent the most direct applications of Tesla’s AI capabilities, while its Optimus robot project showcases ambitions in broader general-purpose AI. That said, the number of Robotaxi vehicles Tesla can deploy will be a critical metric to watch in determining its long-term success.
For more AI insights, business analysis, and tech trends, visit:
Explore iaiseek.com
To catch up on other major AI developments from the past 72 hours, check out:
September 12, 2025 · 24-Hour AI Briefing: Alibaba and Baidu push self-developed chips; Apple Watch gains FDA approval; OpenAI restructuring accelerates