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Aether Holdings strikes AI infrastructure deal with Virtual Grid for modular compute platform

Aether Holdings has completed a strategic investment and commercial deal with Virtual Grid, launching AetherPod—a modular AI infrastructure platform based on NovaPod 2.1 technology. The partnership grants Aether exclusive distribution rights across Southeast Asia and non-exclusive U.S. opportunities, positioning both companies to address surging demand for flexible, scalable AI compute capacity in data-intensive environments.

Technology2 sources

Aether Holdings strikes AI infrastructure deal with Virtual Grid for modular compute platform

Technology2 sources

NVIDIA Agent Toolkit Expands With Omniverse Libraries for Physical AI Simulation

NVIDIA has integrated Omniverse libraries into its Agent Toolkit, equipping AI agents with tools to prepare 3D content for simulation. The new libraries include ovrtx for sensor simulation, ovphysx for GPU-accelerated physics, and CAD-to-SimReady skills for asset validation. Major software makers SideFX and PTC are already integrating these capabilities into their 3D applications.

Technology2 sources

NVIDIA Agent Toolkit Expands With Omniverse Libraries for Physical AI Simulation

Technology2 sources

Google develops Frozen v2 chip with Gemini architecture hardwired into silicon for efficiency

Google is building a specialized AI chip called Frozen v2 that embeds Gemini's architecture directly into hardware. The chip could deliver 6-10 times better efficiency than current TPUs, addressing severe compute shortages that forced Google Cloud to turn away customers. Deployment targets 2028, but the approach trades flexibility for performance.

Technology7 sources

Google develops Frozen v2 chip with Gemini architecture hardwired into silicon for efficiency

Technology7 sources

Alphabet's Frozen v2 chip could deliver 10x efficiency gains by embedding Gemini into silicon

Alphabet is developing Frozen v2, a server chip that embeds its Gemini AI model directly into hardware to achieve 6-10 times more tokens per unit of power than current TPUs. The move signals a strategic shift from spending more on AI infrastructure to making AI operations dramatically cheaper, with deployment targeted for 2028.

Technology3 sources

Alphabet's Frozen v2 chip could deliver 10x efficiency gains by embedding Gemini into silicon

Technology3 sources

IREN raises AI cloud revenue target above $4 billion after securing $2.8 billion in new contracts

Former Bitcoin miner IREN jumped 16% after announcing $2.8 billion in new multi-year cloud services contracts with Microsoft, NVIDIA, and Perplexity. The company raised its year-end AI cloud annualized run-rate revenue target from $3.7 billion to over $4 billion, with 85% now under contract. The deals include customer prepayments covering 45% of GPU capital expenditures, reducing funding requirements.

Business6 sources

IREN raises AI cloud revenue target above $4 billion after securing $2.8 billion in new contracts

Business6 sources

AMD Helios AI rack system takes direct aim at Nvidia with Microsoft, OpenAI backing

AMD launched Helios, its first rack-scale AI platform designed to compete with Nvidia's dominance in data center computing. The system combines 72 Instinct MI455X GPUs and has already secured major customers including Microsoft, OpenAI, Meta, and Anthropic. With superior performance metrics and gigawatt-scale deployments planned, AMD positions itself as a serious Nvidia competitor in the AI accelerator market.

Technology35 sources

AMD Helios AI rack system takes direct aim at Nvidia with Microsoft, OpenAI backing

Technology35 sources

Bristol Myers Squibb deploys Nvidia's most powerful AI system to accelerate drug discovery

Bristol Myers Squibb is building the life sciences industry's most advanced AI infrastructure with Nvidia's DGX SuperPOD based on Vera Rubin architecture. The system delivers 10x more performance per megawatt and already cuts drug testing times by 20-30%, with potential to reach 50% in coming years. The deployment marks a strategic bet on owned compute over rented capacity.

Technology7 sources

Bristol Myers Squibb deploys Nvidia's most powerful AI system to accelerate drug discovery

Technology7 sources

Vertiv Masterclass brings 80+ experts to tackle AI-ready infrastructure challenges in Delhi

Vertiv concluded its Delhi Masterclass Series, bringing together over 80 consulting engineers and infrastructure specialists from more than 50 organizations. The event, organized with ISHRAE Delhi, focused on building AI-ready high-density data centre infrastructure, addressing thermal management, liquid cooling, and resilient power needs as AI workloads reshape infrastructure design.

Technology2 sources

Vertiv Masterclass brings 80+ experts to tackle AI-ready infrastructure challenges in Delhi

Technology2 sources

Blackstone invests in Futronic, betting on actuators as the hidden engine of humanoid robotics

Blackstone is buying into Futronic, a South Korean maker of high-precision actuators that enable precise machine movement. The world's largest alternative asset manager sees motion control as the critical bridge between AI models and physical robots, backing a component supplier rather than finished robot makers as humanoid robotics and automation markets expand.

Business2 sources

Blackstone invests in Futronic, betting on actuators as the hidden engine of humanoid robotics

Business2 sources

Elon Musk calls $52 billion Foxconn-SpaceX AI server deal 'fake news' amid compute expansion

Reports surfaced claiming SpaceX awarded Foxconn a massive $52 billion contract for 13,000 racks of NVIDIA GB300 AI servers, each priced at $4 million. But Elon Musk quickly dismissed the claims as fake news on social media. Neither SpaceX, Foxconn, nor NVIDIA have confirmed the deal, leaving questions about the company's actual AI infrastructure plans.

Technology4 sources

Elon Musk calls $52 billion Foxconn-SpaceX AI server deal 'fake news' amid compute expansion

Technology4 sources

BrainCo unveils brain-to-robot platform to control humanoid robots with thoughts at WAIC

Chinese brain-computer interface company BrainCo introduced the world's first integrated brain-to-robot platform at the World Artificial Intelligence Conference in Shanghai. The system uses non-invasive EEG headsets to translate brain signals into robot commands, addressing both hands-free control and the critical shortage of high-quality training data for embodied AI.

Technology2 sources

BrainCo unveils brain-to-robot platform to control humanoid robots with thoughts at WAIC

Technology2 sources

Apple lawsuit accuses OpenAI of stealing trade secrets, threatening its AI hardware ambitions

Apple filed a trade secrets lawsuit against OpenAI, alleging the AI company poached over 400 engineers with access to confidential product designs and manufacturing techniques. The case targets OpenAI's hardware ambitions led by former Apple designer Jony Ive, potentially disrupting the company's plans to launch AI-powered consumer devices and its upcoming IPO.

Policy6 sources

Apple lawsuit accuses OpenAI of stealing trade secrets, threatening its AI hardware ambitions

Policy6 sources

AI chip startup Etched doubles valuation to $10.3B, raises $300M to challenge Nvidia

Etched, founded by three Harvard dropouts in 2022, has closed a $300 million Series C funding round at a $10.3 billion valuation—doubling its worth in just seven months. Led by Sequoia with participation from SK Hynix and Andreessen Horowitz, the AI chip startup is building specialized hardware for inference to challenge Nvidia's dominance with custom chips designed for low-voltage operation and cluster-scale memory.

Startups8 sources

AI chip startup Etched doubles valuation to $10.3B, raises $300M to challenge Nvidia

Startups8 sources

General Compute secures $400M to challenge Nvidia with faster, cheaper AI inference chips

General Compute landed $400 million in debt financing from Upper90 to build an AI inference cloud using SambaNova and AMD chips instead of Nvidia GPUs. The deal marks the first time inference-specific chips have been used as loan collateral, signaling a shift toward cost-efficient alternatives as AI infrastructure costs come under scrutiny.

Business2 sources

General Compute secures $400M to challenge Nvidia with faster, cheaper AI inference chips

Business2 sources

Nvidia Vera Rubin enters full production with 10x efficiency gains for AI inference workloads

Nvidia's Vera Rubin platform has reached full production, with CoreWeave reporting 10 times more tokens per watt compared to the previous GB200 NVL72 system. Major customers including OpenAI, Microsoft Azure, Google Cloud, and Meta are deploying the next-generation AI infrastructure, which combines 72 Rubin GPUs with custom Vera CPUs to handle agentic AI workloads more efficiently.

Technology11 sources

Nvidia Vera Rubin enters full production with 10x efficiency gains for AI inference workloads

Technology11 sources

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