/Infrastructure
GeForce NOW Turns Up the Heat With New GeForce RTX 5080‑Powered Toronto Server
NVIDIA expands its cloud gaming service by adding a new high‑performance server in Toronto, powered by the RTX 5080 GPU.
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NVIDIA Corporation
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Coverage highlights NVIDIA's new high‑performance AI models and financing initiatives, but also notes market scrutiny over its aggressive AI infrastructure debt strategy.
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/Business
Apple sues OpenAI over alleged AI trade secrets
Apple has filed a lawsuit in California, claiming that OpenAI stole trade secrets related to hardware design from former Apple employees, a lawsuit that could reshape the competitive landscape for AI hardware development.
/Infrastructure
Claude Hits Azure GA on NVIDIA's Blackwell Ultra Hardware
Microsoft’s Foundry platform now offers Anthropic’s Claude models on Azure, running on NVIDIA’s new GB300 Blackwell Ultra racks, delivering significant speed and memory gains for enterprise AI workloads.
/AI
Prime Intellect raises $130M Series A to help enterprises build their own AI agents
The startup that gives companies a full‑stack AI agent platform has secured a $130 million Series A at a $1 billion valuation, led by Radical Ventures and backed by Nvidia Ventures, Intel Capital, and others.
/AI
Yann LeCun launches AMI Labs with $1bn in funding to build AI beyond large language models
Former Meta AI chief Yann LeCun has founded Advanced Machine Intelligence Labs (AMI Labs) in Paris, securing over $1 billion from Nvidia and Jeff Bezos’s wealth fund to develop a new AI architecture that moves beyond large language models and tackles real‑world physics.
/Infrastructure
Nvidia and Oracle study shows AI data centers can cut power by 30% during grid stress
Field trials demonstrate that GPU clusters can slash electricity consumption within seconds of receiving a grid signal, potentially unlocking 100 GW of capacity without building new power plants.
/AI
NVIDIA Diffusion LLM Hits 2.42x Throughput Without Retraining: Nemotron TwoTower Released
NVIDIA’s new two‑tower diffusion language model delivers 2.42× faster text generation than traditional autoregressive models while retaining 98.7% of baseline quality, cutting inference costs dramatically.
/Technology
Nvidia launches revenue‑sharing AI cloud financing
Nvidia introduces a financing model that lets AI cloud providers buy its infrastructure and share revenue from the services built on it, expanding access to large‑scale AI compute for startups and enterprises.
/Infrastructure
Nvidia plans to offer start‑up customers access to revenue‑sharing deals
Nvidia announced a new program allowing AI startups to swap compute power for a slice of future profits, expanding access to its GPU ecosystem.
/AI
NVIDIA AI Introduces ASPIRE: A Self‑Improving Robotics Framework Reaching 31% Zero‑Shot on LIBERO‑Pro Long Tasks
NVIDIA and research partners unveil ASPIRE, a continual‑learning system that writes and refines robot control programs, achieving a 31% zero‑shot score on long‑horizon tasks.
/Infrastructure
Nvidia Updates Data‑Center Roadmap After GTC 2026 LPU Launch
Following its Language Processing Unit reveal at GTC 2026, Nvidia expanded its data‑center product roadmap to include new GPU and LPU generations through 2028.
/AI
NVIDIA Releases Nemotron‑Labs‑TwoTower: an Open‑Weight Diffusion Language Model
NVIDIA unveiled a new diffusion language model that retains almost all autoregressive quality while boosting throughput, marking a significant step in efficient large‑language‑model inference.
/Technology
Claude models go live on Microsoft Foundry via Azure
Anthropic’s Claude models are now generally available in Microsoft Foundry, running on NVIDIA GB300 Blackwell Ultra GPUs hosted on Microsoft Azure, expanding infrastructure options for organisations building AI agents.
/AI
Recursive Self‑Improvement Now Has a Co‑Evolving Evaluator: Cambridge‑NVIDIA Paper Raises the Stakes
A new preprint shows how an AI system’s evaluator can evolve alongside the agent it grades, potentially accelerating self‑improving models and raising fresh safety concerns.
/Infrastructure
SpaceX inks compute deal with Reflection AI, an open‑source AI lab
SpaceX will supply Reflection AI with $150 million/month of Nvidia GB300 chips, a $6.3 billion commitment that underlines the growing importance of open‑weight AI infrastructure.
/AI
NVIDIA Announces BioNeMo Agent Toolkit to Accelerate Scientific Discovery
NVIDIA unveiled the BioNeMo Agent Toolkit, a suite of agent‑ready tools that let AI agents run biology, chemistry, genomics and drug‑discovery workflows, promising faster, more accurate scientific research.
/AI
AI chipmaker Groq confirms $650M raise, re‑staffs after Nvidia’s $20B not‑acqui‑hire deal
Groq secured a $650 million funding round and is hiring to pivot its inference cloud after Nvidia’s licensing deal stole its key talent.
/Infrastructure
Dell launches AI server based on Nvidia Vera Rubin GPUs
Dell unveiled the PowerEdge XE8812, a high‑end AI server powered by Nvidia’s new Vera Rubin NVL4 architecture, aimed at enterprise AI factories.
/AI
AI coding agents can autonomously direct robot training
Nvidia’s GEAR lab unveiled a new harness that lets AI coding agents teach robots to install GPUs and cut zip ties, achieving a 99% success rate on complex manipulation tasks.
/AI
Recursive Superintelligence emerges from stealth with $650M raise
London‑based AI startup Recursive Superintelligence raises $650 million, valuing it at $4.65 billion, with backing from GV, Nvidia and AMD.
/AI
The $14 Trillion Warning: AI’s Riches Will Be a “Few and the Rest” Story
Larry Fink, CEO of BlackRock, warns the AI boom risks worsening inequality, with rewards flowing only to a handful of firms and investors. In his annual letter, he noted that AI threatens to repeat—and amplify—a pattern where wealth accrues to those who already own assets. His solution: more people should invest in capital markets rather than rely on homeownership. The warning comes as BlackRock manages $14tn and Fink’s own $30.8m pay package has drawn shareholder scrutiny.
/AI
Iran Is Targeting Data Centers. Silicon Valley Should Be Worried
Three drone strikes. Two data centers offline. One very expensive warning to Silicon Valley: the Gulf is no longer safe ground for the infrastructure of the future.
/Business
Nvidia and UK Wealth Fund Throw Weight Behind British Self-Driving Pioneer Oxa
Nvidia has teamed up with the UK's National Wealth Fund to invest $103 million in British autonomous driving startup Oxa. The Oxford-based company, which develops software for self-driving industrial vehicles in ports and factories, has pivoted away from the complex passenger car market to focus on automating repetitive goods movement—a shift that co-founder Paul Newman says makes the "economics...cracking."
/Business
Meta Bets Big on AMD in $60bn AI Chip Deal
Meta has agreed to a sweeping $60bn, five-year deal with Advanced Micro Devices, acquiring chips and a 10% stake in the company as it doubles down on AI — the latest sign that the industry's hunger for processing power is only growing stronger.