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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Nvidia's DGX Station brings trillion-parameter AI models to your desk with GB300 Superchip

Nvidia officially opened orders for the DGX Station, a desktop supercomputer powered by the GB300 Grace Blackwell Ultra Superchip. The system delivers 20 petaflops of compute and 748GB of unified memory, enabling AI professionals to run trillion-parameter models locally without cloud infrastructure. Available from Asus, Dell, Gigabyte, MSI, Supermicro, and HP, the workstation targets researchers and developers building autonomous AI agents.

Technology6 sources

Nvidia's DGX Station brings trillion-parameter AI models to your desk with GB300 Superchip

Technology6 sources

Roche and Nvidia deploy 3,500+ Blackwell GPUs to accelerate AI drug discovery and diagnostics

Swiss drugmaker Roche has deployed over 3,500 Nvidia Blackwell GPUs across the U.S. and Europe, creating the largest pharmaceutical AI infrastructure in the industry. The expansion aims to accelerate drug and diagnostics development while reducing timelines and costs through advanced AI computing capacity.

Technology3 sources

Roche and Nvidia deploy 3,500+ Blackwell GPUs to accelerate AI drug discovery and diagnostics

Technology3 sources

Nvidia expands autonomous driving platform to BYD, Geely, and Hyundai Motor Group

Nvidia announced major expansions to its autonomous vehicle business at GTC, adding Chinese automakers BYD and Geely, along with Hyundai Motor Group, Nissan, and Isuzu to its DRIVE Hyperion platform. The deals position Nvidia as a central player in the global race for Level 4 autonomous driving and robotaxi services, despite ongoing US-China trade tensions.

Technology5 sources

Nvidia expands autonomous driving platform to BYD, Geely, and Hyundai Motor Group

Technology5 sources

Disney and Nvidia Unveil Olaf Robot Using AI to Bring Frozen's Snowman to Theme Parks

Disney and Nvidia have partnered to create an advanced Olaf robot that will interact with guests at theme parks. Using reinforcement learning and the Newton Physics Engine, 100,000 virtual Olafs trained in just two days on Nvidia GPUs to perfect the character's signature waddle. The 35-inch robot debuts at Disneyland Paris on March 29 and represents a shift in how Disney builds characters—from years to months.

Technology3 sources

Disney and Nvidia Unveil Olaf Robot Using AI to Bring Frozen's Snowman to Theme Parks

Technology3 sources

Nvidia unveils Vera Rubin Space Module for orbital AI data centers as space computing race heats up

Nvidia announced the Vera Rubin Space Module at GTC 2026, claiming up to 25 times more AI compute than the H100 for orbital inference workloads. Six commercial space companies have already deployed the platform, while CEO Jensen Huang acknowledged the significant challenge of cooling computer chips in space where there's no air convection.

Technology18 sources

Nvidia unveils Vera Rubin Space Module for orbital AI data centers as space computing race heats up

Technology18 sources

Intel Xeon 6 selected as host CPU for Nvidia DGX Rubin NVL8 systems at GTC 2026

Intel secured a critical win at Nvidia GTC 2026 as its Xeon 6 processor was selected as the host CPU for Nvidia's next-generation DGX Rubin NVL8 AI systems. The partnership extends Intel's x86 dominance in Nvidia's flagship AI servers, with Xeon 6 delivering 2.3x memory bandwidth improvements and up to 8TB system memory to handle increasingly complex inference workloads and agentic AI systems.

Technology4 sources

Intel Xeon 6 selected as host CPU for Nvidia DGX Rubin NVL8 systems at GTC 2026

Technology4 sources

Nvidia unveils Vera CPU with 88 Arm cores to power next-generation AI infrastructure

Nvidia introduced its Vera CPU at GTC 2026, featuring 88 custom Olympus Arm cores designed for agentic AI workloads. The processor delivers 1.2 TB/s memory bandwidth and 50% higher performance than standard CPUs. Nvidia now offers liquid cooled rack systems with 256 Vera CPUs, competing directly against Intel and AMD in the data center CPU market for the first time.

Technology12 sources

Nvidia unveils Vera CPU with 88 Arm cores to power next-generation AI infrastructure

Technology12 sources

Jensen Huang Warns AI Leaders Against Fearmongering as Nvidia Pushes Optimistic Vision

Nvidia CEO Jensen Huang used the company's GPU Technology Conference to push back against AI doomerism, arguing that fear-based messaging poses the greatest national security risk. While defending AI's role in transforming jobs rather than eliminating them, Huang also predicted Anthropic could surpass $1 trillion in revenue by 2030 and unveiled plans for data centers in space.

Technology10 sources

Jensen Huang Warns AI Leaders Against Fearmongering as Nvidia Pushes Optimistic Vision

Technology10 sources

Nvidia's networking business overtakes Cisco as AI infrastructure dominance expands beyond chips

Nvidia's networking division generated $31 billion in annual revenue, surpassing Cisco to become the world's largest networking company. The business grew 267% year-over-year, driven by demand for AI data center infrastructure. This expansion signals Nvidia's push beyond chips into end-to-end AI solutions, challenging established players across multiple categories.

Technology3 sources

Nvidia's networking business overtakes Cisco as AI infrastructure dominance expands beyond chips

Technology3 sources

Frore Systems reaches $1.64B valuation as chip cooling becomes critical for AI infrastructure

Eight-year-old Frore Systems has secured $143 million in Series D funding at a $1.64 billion valuation, achieving unicorn status with its liquid cooling technology for AI chips. Founded by former Qualcomm engineers, the company pivoted from air-cooling phones to liquid cooling systems after Nvidia CEO Jensen Huang suggested they tackle data center thermal challenges. The startup's LiquidJet Nexus technology promises to unlock higher compute density and efficiency across AI infrastructure.

Startups3 sources

Frore Systems reaches $1.64B valuation as chip cooling becomes critical for AI infrastructure

Startups3 sources

BCE invests C$1.7 billion in Saskatchewan AI data center with CoreWeave and Cerebras

Canadian telecom giant BCE is investing C$1.7 billion to build a 300-megawatt AI data center in Regina, Saskatchewan, partnering with CoreWeave and Cerebras. The facility, expected to generate C$12 billion in economic value, will be Canada's largest purpose-built AI data center. Construction begins this spring, with the first phase operational in early 2027, supporting sovereign AI compute and creating over 800 jobs.

Technology5 sources

BCE invests C$1.7 billion in Saskatchewan AI data center with CoreWeave and Cerebras

Technology5 sources

Micron Technology posts record margins, expands AI memory capacity with Taiwan fab acquisition

Micron Technology delivered a blockbuster Q2 with record margins and revenue across DRAM, NAND, and HBM products. The company closed its $1.8 billion acquisition of a Taiwan manufacturing facility and announced plans for a second site, while signing multi-year strategic customer agreements to meet surging AI memory demand. Analysts raised price targets to as high as $600, though some warn margins may have peaked.

Business3 sources

Micron Technology posts record margins, expands AI memory capacity with Taiwan fab acquisition

Business3 sources

Micron Technology plans second Taiwan facility to meet surging AI demand for advanced chips

Micron Technology announced plans to build a second chip manufacturing facility at its newly acquired Tongluo site in Taiwan. The expansion targets increased production of advanced DRAM products and high-bandwidth memory to serve artificial intelligence applications. Construction begins by the end of fiscal 2026, reinforcing Taiwan's role as a critical semiconductor production hub.

Business3 sources

Micron Technology plans second Taiwan facility to meet surging AI demand for advanced chips

Business3 sources

China's No. 2 chipmaker advances 7 nm production for AI chips amid self-sufficiency push

Hua Hong Group has developed advanced chip manufacturing technologies capable of producing AI chips using 7-nanometre processes at its Shanghai plant. The breakthrough makes it China's second chipmaker with such capabilities, alongside SMIC, as Beijing intensifies efforts to reduce dependence on foreign semiconductor suppliers despite ongoing U.S. export restrictions.

Technology5 sources

China's No. 2 chipmaker advances 7 nm production for AI chips amid self-sufficiency push

Technology5 sources

Elon Musk launches Terafab chip plant in Austin to fuel AI ambitions across Tesla and SpaceX

Elon Musk unveiled plans for Terafab, a chip manufacturing facility in Austin, Texas, aimed at producing AI chips for Tesla, SpaceX, and xAI. The project targets producing chips to support 100 to 200 gigawatts of computing power on Earth and a terawatt in space. Musk cited insufficient supply from existing semiconductor industry partners as the driving force behind building his own fabrication plant.

Technology9 sources

Elon Musk launches Terafab chip plant in Austin to fuel AI ambitions across Tesla and SpaceX

Technology9 sources

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