Nvidia is in talks to guarantee potentially more than $5 billion in construction debt for Nscale's 460MW Anthropic data center in West Virginia, according to The Information. The unsigned agreement guarantees the building value rather than the lease or chips, which could allow Nscale to borrow on investment-grade terms. If Nscale defaults on construction payments, Nvidia will pay on its behalf, temporarily operate the site, and arrange a sale and leaseback.
On October 26, Meta announced it would raise $97.5 billion through an equity offering for AI infrastructure; Nvidia announced a $3 billion investment the same day, and AMD announced a $1 billion investment the following day. Meta plans to deploy the Nvidia Vera Rubin platform, Vera CPU, Spectrum-X Ethernet, and BlueField-4 DPU, and to deepen its collaboration with Nvidia on the Muse model and agents; on the AMD side, Meta has installed and tested the first batch of Helios rack-scale systems and plans to deploy custom AMD Instinct GPUs built for it.
On October 26, Meta announced it would raise $97.5 billion through an equity offering for AI infrastructure; Nvidia announced a $3 billion investment the same day, and AMD announced a $1 billion investment the following day. Meta plans to deploy the Nvidia Vera Rubin platform, Vera CPU, Spectrum-X Ethernet, and BlueField-4 DPU, and to deepen its collaboration with Nvidia on the Muse model and agents; on the AMD side, Meta has installed and tested the first batch of Helios rack-scale systems and
The US Department of Justice is reviewing Nvidia's plan to acquire the open-source platform Hugging Face for $12.93 billion. Officials are asking whether the deal would give Nvidia control over a key hub for AI distribution and harm competitors. Nvidia expects the transaction to close in the first half of 2027. The same investigation also covers Nvidia's acquisitions, investments, and sales practices, as well as whether it exchanges more AI chips for customers also buying its networking equipment and Groq processors. It has previously examined the acquisitions of SchedMD and Run:ai and the licensing agreement with Groq. France's competition authority is also investigating Nvidia, focusing on the industry's dependence on CUDA and its stakes in cloud providers such as CoreWeave.
The US Department of Justice is reviewing Nvidia's plan to acquire the open-source platform Hugging Face for $12.93 billion. Officials are asking whether the deal would give Nvidia control over a key hub for AI distribution and harm competitors. Nvidia expects the transaction to close in the first half of 2027. The same investigation also covers Nvidia's acquisitions, investments, and sales practices, as well as whether it exchanges more AI chips for customers also buying its networking equipmen
Nvidia and Meta announced an expansion of their collaboration on Muse AI models and agents, with Nvidia set to invest $3 billion in Meta's equity offering. The two companies will collaborate around the Nvidia OpenShell reference architecture, including Nvidia OpenShell for secure deployment and Nvidia Sentry for agent behavior monitoring; Meta will also extend its use of Nvidia infrastructure to Vera Rubin, Vera CPU, as well as Spectrum-X and BlueField-4 Ethernet. Meta currently uses Nvidia infrastructure to run Muse AI models and agents.
Nvidia and Meta announced an expansion of their collaboration on Muse AI models and agents, with Nvidia set to invest $3 billion in Meta's equity offering. The two companies will collaborate around the Nvidia OpenShell reference architecture, including Nvidia OpenShell for secure deployment and Nvidia Sentry for agent behavior monitoring; Meta will also extend its use of Nvidia infrastructure to Vera Rubin, Vera CPU, as well as Spectrum-X and BlueField-4 Ethernet. Meta currently uses Nvidia infr
Meta announced that Nvidia and AMD plan to subscribe to a combined $4 billion of shares in its stock offering of up to $95 billion, with Broadcom also participating, for a combined investment of $5 billion from the three chipmakers. Nvidia is contributing $3 billion, and Meta will expand its use of Nvidia's Rubin GPUs, Vera CPUs, Spectrum-X Ethernet products, and BlueField-4, and will leverage Nvidia to optimize the performance and cost of the Muse large model and consumer-grade AI agents. AMD is contributing $1 billion; Meta has already deployed the first batch of Helios racks based on Instinct MI450 in its data centers and is testing them, and will subsequently adopt custom AI accelerators based on the AMD Instinct architecture.
Meta announced that Nvidia and AMD plan to subscribe to a combined $4 billion of shares in its stock offering of up to $95 billion, with Broadcom also participating, for a combined investment of $5 billion from the three chipmakers. Nvidia is contributing $3 billion, and Meta will expand its use of Nvidia's Rubin GPUs, Vera CPUs, Spectrum-X Ethernet products, and BlueField-4, and will leverage Nvidia to optimize the performance and cost of the Muse large model and consumer-grade AI agents. AMD i
NVIDIA and Oracle announced plans to scale NVIDIA Vera Rubin NVL72 systems in OCI Superclusters to multi-gigawatt scale, while Vera Rubin NVL72 and NVIDIA Vera CPU are now generally available on OCI. OCI Superclusters connect 72 GPUs per rack via NVLink and use Spectrum-X Ethernet and BlueField-4 DPUs; the two parties say customers can scale CPU and GPU resources independently to reduce idle capacity. OpenAI has already used more than 100,000 NVIDIA Blackwell GPUs on the OCI Supercluster in Abilene to train and run GPT-6 Astra, and said it will put Vera into production to support agent sandbox workloads.
NVIDIA and Oracle announced plans to scale NVIDIA Vera Rubin NVL72 systems in OCI Superclusters to multi-gigawatt scale, while Vera Rubin NVL72 and NVIDIA Vera CPU are now generally available on OCI. OCI Superclusters connect 72 GPUs per rack via NVLink and use Spectrum-X Ethernet and BlueField-4 DPUs; the two parties say customers can scale CPU and GPU resources independently to reduce idle capacity. OpenAI has already used more than 100,000 NVIDIA Blackwell GPUs on the OCI Supercluster in Abil
SWI Compute emerged from stealth on October 26, announcing plans to build and operate NVIDIA AI factories in Europe, backed by 3.6GW of power capacity and roughly $1 billion in NVIDIA system orders. The first facility, in Cambridge, UK, will start at 30MW, deploying nearly 7,000 Rubin GPUs and 3,500 Vera CPUs, with an expected launch by the end of 2027 and plans to expand to 2.3GW by 2029. The company says that starting in 2027, new sites will use the NVIDIA DSX AI Factory platform and Vera Rubin reference design, which can increase GPU capacity by up to 40% within the same power budget.
SWI Compute emerged from stealth on October 26, announcing plans to build and operate NVIDIA AI factories in Europe, backed by 3.6GW of power capacity and roughly $1 billion in NVIDIA system orders. The first facility, in Cambridge, UK, will start at 30MW, deploying nearly 7,000 Rubin GPUs and 3,500 Vera CPUs, with an expected launch by the end of 2027 and plans to expand to 2.3GW by 2029. The company says that starting in 2027, new sites will use the NVIDIA DSX AI Factory platform and Vera Rubi
AI video startup Higgsfield announced that NVIDIA and TCV have joined its Series B extension financing, with Jensen Huang calling its founder one of the most talented people in the world. Since its Series B in August, the company's annualized revenue has topped $1 billion, enterprise contracts have grown 71% with month-over-month growth exceeding 100%, and global users have risen from 30 million to more than 40 million. NVIDIA has provided computing power for it all along, from L40 and A40 GPUs to Hopper and Blackwell, and it will subsequently adopt Vera Rubin.
AI video startup Higgsfield announced that NVIDIA and TCV have joined its Series B extension financing, with Jensen Huang calling its founder one of the most talented people in the world. Since its Series B in August, the company's annualized revenue has topped $1 billion, enterprise contracts have grown 71% with month-over-month growth exceeding 100%, and global users have risen from 30 million to more than 40 million. NVIDIA has provided computing power for it all along, from L40 and A40 GPUs
AI infrastructure companies including Nvidia, Microsoft and Cisco have submitted recommendations to the UK government, saying the UK has about 12 months to establish a "compact" that benefits communities, or it may face protests similar to those in the US that threaten data center construction. The SAIL working group recommends letting councils that approve data centers retain more tax revenue and establishing a local benefit framework. Organizations such as PauseAI UK and Foxglove criticized this approach as buying off communities with benefits, and noted that 15 community groups in Scotland are already opposing related projects.
AI infrastructure companies including Nvidia, Microsoft and Cisco have submitted recommendations to the UK government, saying the UK has about 12 months to establish a "compact" that benefits communities, or it may face protests similar to those in the US that threaten data center construction. The SAIL working group recommends letting councils that approve data centers retain more tax revenue and establishing a local benefit framework. Organizations such as PauseAI UK and Foxglove criticized th
At GTC 2026 in Berlin, NVIDIA announced 12 releases, covering AI factory deployment, semiconductor manufacturing expansion, telecom AI-RAN, enterprise agents, robotics and autonomous driving, as well as new open models for enterprise data, protein design, and quantum computing. On the infrastructure side, the DSX POD modular AI factory reference design is said to shorten deployment time from six months to as little as 14 days, and DSX MaxLPS is said to deliver equivalent AI compute using up to 30% less power, with partners planning to deliver in early 2027. On the telecom side, T-Mobile completed what it calls the world's first AI-RAN call on a commercial network in Bellevue, Washington, with NVIDIA and Nokia, and Elisa completed Europe's first AI-RAN field trial; on the enterprise side, it expanded the open-source Agent Toolkit and introduced the OpenShell reference architecture for monitoring and restricting agent behavior.
At GTC 2026 in Berlin, NVIDIA announced 12 releases, covering AI factory deployment, semiconductor manufacturing expansion, telecom AI-RAN, enterprise agents, robotics and autonomous driving, as well as new open models for enterprise data, protein design, and quantum computing. On the infrastructure side, the DSX POD modular AI factory reference design is said to shorten deployment time from six months to as little as 14 days, and DSX MaxLPS is said to deliver equivalent AI compute using up to 3
