Nvidia opened its supply chain to Palantir: 1.3 million parts in a single rack
Nvidia and Palantir announced a partnership bringing AI into supply chain planning. The first application area is Nvidia's own manufacturing network.
Nvidia and Palantir announced a partnership bringing AI into supply chain planning. The first application area is Nvidia's own manufacturing network.
According to Reuters, Nvidia is in talks to invest up to 10 billion dollars in Anthropic's IPO. At a 2 trillion dollar valuation it would be the largest in history.
Skild AI's S1 robot foundation model learns long, unseen tasks from a single video demonstration. Weights are not updated; the method is in-context learning.
Competition shifted from the chip to traffic control. Getting data to the GPU at the right moment now matters more than more processor cycles.
The deal is not finalized but both parties are pursuing it. Nvidia would land at the center of the ecosystem trying to escape its hardware.
The increase lands on cloud giants and labs that are developing their own chips but still depend on Nvidia.
Nvidia research argues that on long-horizon tasks the decisive factor is not the model but the software layer wrapped around it.
The chipmaker has taken a stake in Cloverleaf Infrastructure, which brokers between utilities and data centers.
CoreWeave, Nebius, Lambda, Crusoe and Groq compared on published pricing, contracted power and hardware roadmap.
Starcloud is now valued at $2.3 billion. Its CEO says the hardest constraint ahead is not chips but booking launch capacity.
According to the Financial Times, China has allowed two of its largest technology companies to buy H200 chips from Nvidia. Restrictions remain: how far the chips can be used on the mainland is limited.
Under an agreement signed by both companies' CEOs, the new humanoid robot will be shown in early 2027. Nvidia provides the AI infrastructure while LG brings actuator, sensor and battery technologies.
The Information reports that Nvidia is in talks to invest up to $3 billion in SB Energy, the SoftBank-backed data centre developer behind OpenAI's vast Ohio campus, which is aiming for an IPO.
According to the Wall Street Journal, Nvidia has reworked the deal financing OpenAI's Ohio data centre campus and will initially guarantee only half of the planned $250 billion backstop.
Nvidia has a plan to keep its GPUs from losing value. The goal is to convince a new class of financiers to keep lending against AI buildouts.
NVIDIA argues the constraint is not how many watts are consumed but how power gets from the grid to the chip. An 800-volt DC architecture removes conversion stages.
NVIDIA has released Nemotron 3.5 Lightning for long-running agentic workloads, alongside NeMo Switchyard, an open source library that routes each request to the most suitable model.