←Search results

By relevance · Total 231 results Clear search

Wednesday

Friday

Tuesday

Friday

  1. Story2 reports · 1 facts

    Nvidia in talks to guarantee debt for Nscale data center construction

    People familiar with the matter say Nvidia is in talks to provide a multi-billion-dollar debt credit guarantee for AI cloud service provider Nscale, to be used to build a 460-megawatt data center in West Virginia; the facility will be equipped entirely with Nvidia Vera Rubin GPUs and leased to Anthropic. The agreement takes the form of a residual-value guarantee on the data center assets themselves, rather than on the lease or the chips, which would allow Nscale to obtain investment-grade financing; if Nscale fails to pay construction costs on schedule, Nvidia will pay on its behalf and temporarily take over the facility. According to a report by The Information confirmed by Bloomberg, under the residual-value guarantee arrangement, if Nscale defaults on construction payments, Nvidia will temporarily take over the facility and help find a buyer and new tenants. Nscale's IPO filing shows that Anthropic has signed a $44.6 billion contract for the first building of the project; that building has a capacity of 460 megawatts and is expected to use Nvidia's next-generation Vera Rubin chips, and the two sides are also in talks on another building worth about $45 billion. Nvidia and Nscale have not yet publicly confirmed the guarantee arrangement.

    People familiar with the matter say Nvidia is in talks to provide a multi-billion-dollar debt credit guarantee for AI cloud service provider Nscale, to be used to build a 460-megawatt data center in West Virginia; the facility will be equipped entirely with Nvidia Vera Rubin GPUs and leased to Anthropic. The agreement takes the form of a residual-value guarantee on the data center assets themselves, rather than on the lease or the chips, which would allow Nscale to obtain investment-grade financ

    Matched fieldsTitle

  2. FactRelated story

    Nvidia in talks to guarantee debt for Nscale data center construction

    People familiar with the matter say Nvidia is in talks to provide a multi-billion-dollar debt credit guarantee for AI cloud service provider Nscale, to be used to build a 460-megawatt data center in West Virginia; the facility will be equipped entirely with Nvidia Vera Rubin GPUs and leased to Anthropic. The agreement takes the form of a residual-value guarantee on the data center assets themselves, rather than on the lease or the chips, which would allow Nscale to obtain investment-grade financing; if Nscale fails to pay construction costs on schedule, Nvidia will pay on its behalf and temporarily take over the facility. According to a report by The Information confirmed by Bloomberg, under the residual-value guarantee arrangement, if Nscale defaults on construction payments, Nvidia will temporarily take over the facility and help find a buyer and new tenants. Nscale's IPO filing shows that Anthropic has signed a $44.6 billion contract for the first building of the project; that building has a capacity of 460 megawatts and is expected to use Nvidia's next-generation Vera Rubin chips, and the two sides are also in talks on another building worth about $45 billion. Nvidia and Nscale have not yet publicly confirmed the guarantee arrangement.

    Matched fieldsTitle

    View story:Nvidia in talks to guarantee debt for Nscale data center construction

  3. Story2 reports · 1 facts

    Nvidia responds to report that U.S. intelligence agencies surveilled people close to Jensen Huang

    On October 30, 2026, Nvidia responded to an investigative report by The New York Times. The report said that when U.S. intelligence agencies were investigating the chip transshipment issue, they surveilled individuals close to Nvidia CEO Jensen Huang and identified Alice Huang, an executive at the Singapore cloud service provider Megaspeed, as a suspected Chinese government intelligence officer. An Nvidia spokesperson said that Megaspeed is merely a regional cloud customer of Nvidia, that it is normal for Jensen Huang to communicate with thousands of customers each year, and that allegations that Megaspeed evaded export controls were thoroughly investigated and clarified last year, and that customers cannot access Nvidia's trade secrets or related national security information. Nvidia also said that if the U.S. government believes anyone poses a threat to American industry, it will inform the company.

    On October 30, 2026, Nvidia responded to an investigative report by The New York Times. The report said that when U.S. intelligence agencies were investigating the chip transshipment issue, they surveilled individuals close to Nvidia CEO Jensen Huang and identified Alice Huang, an executive at the Singapore cloud service provider Megaspeed, as a suspected Chinese government intelligence officer. An Nvidia spokesperson said that Megaspeed is merely a regional cloud customer of Nvidia, that it is

    Matched fieldsTitle

Tuesday

  1. Story5 reports · 1 facts

    NVIDIA and Meta Announce Expanded Collaboration on Muse Models

    On October 27, 2026, NVIDIA and Meta announced an expansion of their collaboration on Muse and the Muse series of models to improve inference and training performance, with Meta's Muse models and agents running on NVIDIA infrastructure. According to an announcement published by the NVIDIA Newsroom that day, Meta plans to expand deployment of NVIDIA Vera Rubin and Vera CPU and to adopt Spectrum-X Ethernet and BlueField-4; the two sides will also evaluate the NVIDIA OpenShell reference architecture and NVIDIA Sentry for secure agent deployment and behavior monitoring. The same announcement stated that NVIDIA will invest $3 billion in Meta's equity offering. 36Kr AI reported on October 28 that this investment is part of Meta's total $95 billion fundraising plan, with AMD and Broadcom also expressing interest in investing; Meta expects full-year capital expenditure to reach $135 billion to $145 billion. The collaboration and investment plans have now been announced, while subsequent deployment progress remains to be disclosed.

    On October 27, 2026, NVIDIA and Meta announced an expansion of their collaboration on Muse and the Muse series of models to improve inference and training performance, with Meta's Muse models and agents running on NVIDIA infrastructure. According to an announcement published by the NVIDIA Newsroom that day, Meta plans to expand deployment of NVIDIA Vera Rubin and Vera CPU and to adopt Spectrum-X Ethernet and BlueField-4; the two sides will also evaluate the NVIDIA OpenShell reference architectur

    Matched fieldsTitle

  2. FactRelated story

    NVIDIA and Meta announce expanded Muse model collaboration

    On October 27, 2026, NVIDIA and Meta announced an expansion of their collaboration on Muse and the Muse series of models to improve inference and training performance, with Meta's Muse models and agents running on NVIDIA infrastructure. According to an announcement published by the NVIDIA Newsroom that day, Meta plans to expand deployment of NVIDIA Vera Rubin and Vera CPU and to adopt Spectrum-X Ethernet and BlueField-4; the two sides will also evaluate the NVIDIA OpenShell reference architecture and NVIDIA Sentry for secure agent deployment and behavior monitoring. The same announcement stated that NVIDIA will invest $3 billion in Meta's equity offering. 36Kr AI reported on October 28 that this investment is part of Meta's total $95 billion fundraising plan, with AMD and Broadcom also expressing interest in investing; Meta expects full-year capital expenditure to reach $135 billion to $145 billion. The collaboration and investment plans have now been announced, while subsequent deployment progress remains to be disclosed.

    Matched fieldsTitle

    View story:NVIDIA and Meta Announce Expanded Collaboration on Muse Models

Wednesday

  1. Story1 reports · 1 facts

    NVIDIA and Oracle Announce Expansion of Vera Rubin to Multi-Gigawatt Scale

    On October 28, 2026, NVIDIA and Oracle announced plans to expand the NVIDIA Vera Rubin NVL72 systems in OCI Superclusters to multi-gigawatt scale, while Vera Rubin NVL72 and the NVIDIA Vera CPU became generally available on OCI. According to information published by the NVIDIA Newsroom that day, OCI Superclusters connect 72 GPUs per rack via NVLink and use Spectrum-X Ethernet and BlueField-4 DPUs; the two companies said customers can scale CPU and GPU resources independently to reduce idle capacity. On the same day, Analytics India Magazine reported that at the Oracle AI World conference, Oracle announced an expansion of AI compute capacity on its cloud platform, adding NVIDIA Vera Rubin NVL72 systems and Vera CPUs, and plans to offer Google TPU and Cerebras inference technology on OCI starting in 2027. The NVIDIA information also noted that OpenAI has already trained and run GPT-6 Astra on more than 100,000 NVIDIA Blackwell GPUs on the OCI Supercluster in Abilene, and said it will put Vera into production to support agent sand

    On October 28, 2026, NVIDIA and Oracle announced plans to expand the NVIDIA Vera Rubin NVL72 systems in OCI Superclusters to multi-gigawatt scale, while Vera Rubin NVL72 and the NVIDIA Vera CPU became generally available on OCI. According to information published by the NVIDIA Newsroom that day, OCI Superclusters connect 72 GPUs per rack via NVLink and use Spectrum-X Ethernet and BlueField-4 DPUs; the two companies said customers can scale CPU and GPU resources independently to reduce idle capac

    Matched fieldsTitle

  2. FactRelated story

    NVIDIA and Oracle announce expansion of Vera Rubin to multi-gigawatt scale

    On October 28, 2026, NVIDIA and Oracle announced plans to expand the NVIDIA Vera Rubin NVL72 systems in OCI Superclusters to multi-gigawatt scale, while Vera Rubin NVL72 and the NVIDIA Vera CPU became generally available on OCI. According to information published by the NVIDIA Newsroom that day, OCI Superclusters connect 72 GPUs per rack via NVLink and use Spectrum-X Ethernet and BlueField-4 DPUs; the two companies said customers can scale CPU and GPU resources independently to reduce idle capacity. On the same day, Analytics India Magazine reported that at the Oracle AI World conference, Oracle announced an expansion of AI compute capacity on its cloud platform, adding NVIDIA Vera Rubin NVL72 systems and Vera CPUs, and plans to offer Google TPU and Cerebras inference technology on OCI starting in 2027. The NVIDIA information also noted that OpenAI has already trained and run GPT-6 Astra on more than 100,000 NVIDIA Blackwell GPUs on the OCI Supercluster in Abilene, and said it will put Vera into production to support agent sand

    Matched fieldsTitle

    View story:NVIDIA and Oracle Announce Expansion of Vera Rubin to Multi-Gigawatt Scale

Monday

  1. Story1 reports · 1 facts

    SWI Compute Emerges from Stealth and Unveils European NVIDIA AI Factory Plans

    On October 26, 2026, SWI Compute emerged from stealth and announced that it will build and operate NVIDIA AI factories in Europe. According to Unite.AI, the plan is backed by 3.6GW of power capacity and approximately $1 billion in NVIDIA system orders. The first factory is located in Cambridge, UK, with an initial scale of 30MW, deploying nearly 7,000 Rubin GPUs and 3,500 Vera CPUs, and is expected to come online by the end of 2027, with plans to expand to 2.3GW by 2029. The company says that starting in 2027, new sites will adopt the NVIDIA DSX AI Factory platform and the Vera Rubin reference design, which can increase GPU capacity by up to 40% within the same power budget. There are currently no subsequent developments.

    On October 26, 2026, SWI Compute emerged from stealth and announced that it will build and operate NVIDIA AI factories in Europe. According to Unite.AI, the plan is backed by 3.6GW of power capacity and approximately $1 billion in NVIDIA system orders. The first factory is located in Cambridge, UK, with an initial scale of 30MW, deploying nearly 7,000 Rubin GPUs and 3,500 Vera CPUs, and is expected to come online by the end of 2027, with plans to expand to 2.3GW by 2029. The company says that st

    Matched fieldsTitle

  2. FactRelated story

    SWI Compute emerges from stealth and announces plans for European NVIDIA AI factories

    On October 26, 2026, SWI Compute emerged from stealth and announced that it will build and operate NVIDIA AI factories in Europe. According to Unite.AI, the plan is backed by 3.6GW of power capacity and approximately $1 billion in NVIDIA system orders. The first factory is located in Cambridge, UK, with an initial scale of 30MW, deploying nearly 7,000 Rubin GPUs and 3,500 Vera CPUs, and is expected to come online by the end of 2027, with plans to expand to 2.3GW by 2029. The company says that starting in 2027, new sites will adopt the NVIDIA DSX AI Factory platform and the Vera Rubin reference design, which can increase GPU capacity by up to 40% within the same power budget. There are currently no subsequent developments.

    Matched fieldsTitle

    View story:SWI Compute Emerges from Stealth and Unveils European NVIDIA AI Factory Plans

Sunday

  1. Story1 reports · 1 facts

    Nvidia deploys industrial AI systems at Siemens' Erlangen factory

    On October 24, 2026, Nvidia deployed systems including digital twins, AI-generated training data and AI agents at Siemens' electronics factory in Erlangen, Germany, to accelerate production and reduce costs. The two companies said that using digital twins to generate realistic images of PCB assemblies to pretrain inspection systems can cut engineering effort by up to 85% and shorten time to market by up to 40%. The factory already uses more than 100 AI algorithms for production, logistics, quality inspection and maintenance, and Siemens plans to invest about $559 million in upgrading the plant by 2030. Analysts noted that these savings figures come from Siemens' own high-mix factory, and whether they can be replicated at existing multi-vendor sites remains to be verified. There are currently no subsequent developments.

    On October 24, 2026, Nvidia deployed systems including digital twins, AI-generated training data and AI agents at Siemens' electronics factory in Erlangen, Germany, to accelerate production and reduce costs. The two companies said that using digital twins to generate realistic images of PCB assemblies to pretrain inspection systems can cut engineering effort by up to 85% and shorten time to market by up to 40%. The factory already uses more than 100 AI algorithms for production, logistics, quali

    Matched fieldsTitle

  2. Story1 reports · 1 facts

    The report says Amazon purchased Nvidia racks in advance but lacks power for deployment.

    According to internal emails seen by Business Insider, Amazon purchased approximately $5 billion worth of Nvidia GB300 server racks in advance, but some U.S. AWS sites lack sufficient power, so the hardware can only be temporarily stored in transit warehouses. The report says AWS alone is expected to receive about $5 billion worth of GB300 racks in August, with roughly another $3 billion added each month thereafter. This phenomenon, known as dark GPUs, is putting financial pressure on data centers; Amazon's second-quarter free cash flow turned negative for the first time since 2023, and capital expenditures this year are expected to be about $220 billion. There are currently no subsequent developments.

    According to internal emails seen by Business Insider, Amazon purchased approximately $5 billion worth of Nvidia GB300 server racks in advance, but some U.S. AWS sites lack sufficient power, so the hardware can only be temporarily stored in transit warehouses. The report says AWS alone is expected to receive about $5 billion worth of GB300 racks in August, with roughly another $3 billion added each month thereafter. This phenomenon, known as dark GPUs, is putting financial pressure on data cente

    Matched fieldsTitle

  3. FactRelated story

    Report: Amazon Procured Nvidia Racks Early but Lacks Power to Deploy Them

    According to internal emails seen by Business Insider, Amazon purchased approximately $5 billion worth of Nvidia GB300 server racks in advance, but some U.S. AWS sites lack sufficient power, so the hardware can only be temporarily stored in transit warehouses. The report says AWS alone is expected to receive about $5 billion worth of GB300 racks in August, with roughly another $3 billion added each month thereafter. This phenomenon, known as dark GPUs, is putting financial pressure on data centers; Amazon's second-quarter free cash flow turned negative for the first time since 2023, and capital expenditures this year are expected to be about $220 billion. There are currently no subsequent developments.

    Matched fieldsTitle

    View story:The report says Amazon purchased Nvidia racks in advance but lacks power for deployment.

Saturday

  1. FactRelated story

    Nvidia deploys industrial AI systems at Siemens Erlangen plant

    On October 24, 2026, Nvidia deployed systems including digital twins, AI-generated training data and AI agents at Siemens' electronics factory in Erlangen, Germany, to accelerate production and reduce costs. The two companies said that using digital twins to generate realistic images of PCB assemblies to pretrain inspection systems can cut engineering effort by up to 85% and shorten time to market by up to 40%. The factory already uses more than 100 AI algorithms for production, logistics, quality inspection and maintenance, and Siemens plans to invest about $559 million in upgrading the plant by 2030. Analysts noted that these savings figures come from Siemens' own high-mix factory, and whether they can be replicated at existing multi-vendor sites remains to be verified. There are currently no subsequent developments.

    Matched fieldsTitle

    View story:Nvidia deploys industrial AI systems at Siemens' Erlangen factory

Wednesday

  1. Story1 reports · 1 facts

    NVIDIA announces global telecom operators are turning networks into distributed intelligent platforms

    On October 21, 2026, NVIDIA announced at GTC Berlin that multiple telecom operators worldwide are extending NVIDIA accelerated computing to central offices, metro sites and base stations, turning networks into distributed intelligent platforms. Reports the same day show that T-Mobile, together with NVIDIA and Nokia, completed an AI-RAN call on a commercial network in Bellevue, Washington; BT, Deutsche Telekom, Elisa and Orange are conducting live network trials based on Nokia's CUDA-accelerated anyRAN software and NVIDIA Aerial RAN Computer. NVIDIA also launched two configurations, ARC MGX 2U and MGX 4U, for high-capacity sites, and Nokia and Cisco have integrated the Nemotron open model into their respective network automation software. Other reports say nearly 20 operators have announced AI-RAN collaborations based on Nokia anyRAN software and NVIDIA Aerial RAN Computer; BT and Deutsche Telekom plan to conduct live network trials in 2027, and Elisa is already running voice, mobile data and video analytics simultaneously in a live 5G spectrum environment.

    On October 21, 2026, NVIDIA announced at GTC Berlin that multiple telecom operators worldwide are extending NVIDIA accelerated computing to central offices, metro sites and base stations, turning networks into distributed intelligent platforms. Reports the same day show that T-Mobile, together with NVIDIA and Nokia, completed an AI-RAN call on a commercial network in Bellevue, Washington; BT, Deutsche Telekom, Elisa and Orange are conducting live network trials based on Nokia's CUDA-accelerated

    Matched fieldsTitle

  2. FactRelated story

    English translation is being prepared.

    On October 21, 2026, NVIDIA announced at GTC Berlin that multiple telecom operators worldwide are extending NVIDIA accelerated computing to central offices, metro sites and base stations, turning networks into distributed intelligent platforms. Reports the same day show that T-Mobile, together with NVIDIA and Nokia, completed an AI-RAN call on a commercial network in Bellevue, Washington; BT, Deutsche Telekom, Elisa and Orange are conducting live network trials based on Nokia's CUDA-accelerated anyRAN software and NVIDIA Aerial RAN Computer. NVIDIA also launched two configurations, ARC MGX 2U and MGX 4U, for high-capacity sites, and Nokia and Cisco have integrated the Nemotron open model into their respective network automation software. Other reports say nearly 20 operators have announced AI-RAN collaborations based on Nokia anyRAN software and NVIDIA Aerial RAN Computer; BT and Deutsche Telekom plan to conduct live network trials in 2027, and Elisa is already running voice, mobile data and video analytics simultaneously in a live 5G spectrum environment.

    Matched fieldsTitle

    View story:NVIDIA announces global telecom operators are turning networks into distributed intelligent platforms

  3. Story1 reports · 1 facts

    NVIDIA announces expansion of AI infrastructure capacity with supply chain partners

    On October 21, 2026, NVIDIA announced at GTC Berlin the expansion of global manufacturing capacity with supply chain partners including Amkor, IBIDEN, KYEC, Samsung Electro-Mechanics, SPIL and Unimicron. According to information released by NVIDIA Newsroom that day, it plans to increase substrate capacity 2.5 times over the next three years; Amkor plans to increase advanced packaging capacity by more than 300% by the end of 2028; NVIDIA is providing KYEC with a $1.1 billion capacity reservation prepayment to support its new test facility in the United States, targeting mass production in April 2027; SPIL plans to increase co-packaged optics optical engine capacity 15 times by mid-2027 and seeks to double it again by the end of 2028. The Elec reported on October 22 that the agreements with Ibiden, Samsung Electro-Mechanics and Unimicron will expand semiconductor packaging substrate capacity 2.5 times over the next three years, and that Ibiden's Ono plant in Japan will triple its capacity and reach full production in the first quarter of 2028; the report also said NVIDIA prepaid KYEC $1.1 billion, doubling its total test capacity in 2027 compared with 2026. There are currently no facts of subsequent progress.

    On October 21, 2026, NVIDIA announced at GTC Berlin the expansion of global manufacturing capacity with supply chain partners including Amkor, IBIDEN, KYEC, Samsung Electro-Mechanics, SPIL and Unimicron. According to information released by NVIDIA Newsroom that day, it plans to increase substrate capacity 2.5 times over the next three years; Amkor plans to increase advanced packaging capacity by more than 300% by the end of 2028; NVIDIA is providing KYEC with a $1.1 billion capacity reservation

    Matched fieldsTitle

  4. FactRelated story

    NVIDIA announces expansion of AI infrastructure capacity with supply chain partners

    On October 21, 2026, NVIDIA announced at GTC Berlin the expansion of global manufacturing capacity with supply chain partners including Amkor, IBIDEN, KYEC, Samsung Electro-Mechanics, SPIL and Unimicron. According to information released by NVIDIA Newsroom that day, it plans to increase substrate capacity 2.5 times over the next three years; Amkor plans to increase advanced packaging capacity by more than 300% by the end of 2028; NVIDIA is providing KYEC with a $1.1 billion capacity reservation prepayment to support its new test facility in the United States, targeting mass production in April 2027; SPIL plans to increase co-packaged optics optical engine capacity 15 times by mid-2027 and seeks to double it again by the end of 2028. The Elec reported on October 22 that the agreements with Ibiden, Samsung Electro-Mechanics and Unimicron will expand semiconductor packaging substrate capacity 2.5 times over the next three years, and that Ibiden's Ono plant in Japan will triple its capacity and reach full production in the first quarter of 2028; the report also said NVIDIA prepaid KYEC $1.1 billion, doubling its total test capacity in 2027 compared with 2026. There are currently no facts of subsequent progress.

    Matched fieldsTitle

    View story:NVIDIA announces expansion of AI infrastructure capacity with supply chain partners