More processor coverage on Network World: Intel news and insights | AMD news and insights With its legacy of innovation, Nvidia has become a dominant force in the AI market. Its GPUs have evolved from their gaming roots to power breakthroughs in scientific simulations, data analysis, and machine learning. Follow this page for the latest news, analysis, and features on Nvidia’s advancements and their impact on enterprise transformation. Nvidia’s 500BAIinvestmentpoolcouldimpactenterprisechippricing,availabilityAug.11,2026:Nvidiaandsixfinancialpartnersarecreatinga500B AI investment pool could impact enterprise chip pricing, availability Aug. 11, 2026 : Nvidia and six financial partners are creating a 500 billion investment pool to help Nvidia customers including frontier AI labs, AI clouds, and other enterprises buy its chips on credit . Nvidia moves to accelerate storage access, boost industry cooperation Aug. 4, 2026 : Nvidia is looking to speed access to AI storage and memory systems by open-sourcing its cuFile APIs and software stack. It’s also promoting a new 40-vendor initiative that aims to standardize GPU-driven storage advancements. Nvidia launches Open Secure AI Alliance with over 30 other AI companies July 27, 2026 : The Open Secure AI Alliance is new industry initiative to promote the creation of strong, safe, defensive AI cybersecurity tools built on open-source platforms. It’s an initiative of Nvidia with the backing of over 30 major AI makers and users, including Cisco, Databricks, Dell Technologies, HPE, IBM, Microsoft, OpenClaw, Palantir, Salesforce, SAP, ServiceNow, Siemens, Snowflake, and Thinking Machines. OpenAI is noticeably absent from the list of initial supporters. Nvidia unveils Spectrum-X networking platform designed to connect millions of GPUs July 22, 2026: Nvidia has introduced its next-generation Spectrum-X Ethernet networking platform , positioning it as a key building block for the next wave of “gigascale” AI factories designed to connect millions of GPUs while reducing power consumption and operational costs. Nvidia unveils Vera Rubin platform targeting AI, HPC infrastructure June 22, 2026 : Nvidia has formally launched the Vera Rubin platform , a combination CPU and GPU platform billed as a major step forward in the convergence of artificial intelligence and high-performance computing (HPC) for scientific research. Dell, Super Micro launch AI servers based on Nvidia Vera Rubin GPUs June 22, 2026 : Dell and Super Micro each unveiled new AI servers as part of Nvidia’s Vera Rubin rollout. The Dell PowerEdge XE8812, with its core Nvidia Vera Rubin NVL4 architecture, scales up to 144 GPUs per rack and will be at the heart of the Dell AI Factory with Nvidia preconfigured package of server, storage, networking, and software infrastructure. OpenAI weighs Nvidia-backed lease for 10 GW Ohio data center campus June 10, 2026 : OpenAI is reportedly in advanced talks to lease a proposed 10-gigawatt data center campus in southern Ohio in an arrangement that could include financial backing from Nvidia. The campus could cost at least 500billiontobuildatcurrentpricesforchips,power,andconstruction.StartupBoltGraphicspromises5xperformanceoverNvidiasbestGPUMay19,2026:Ittakesabravecompanytogoupagainst Nvidia inanymarket,letalonegraphicsperformance.Inteltriedandfailedrepeatedly,and AMD isbarelyhangingon.ButBoltGraphicsthinksithassomethinginitsZeusGPU.StartupSPANteamswithNvidiatoputdatacenternodesinyourbackyardMay13,2026:Apowermanagementcompanycalled SPANhaspartneredwith Nvidia andhomebuilder PulteGroup tomakeuseofspareelectricaltransmissioncapacityalreadyavailableinmanyneighborhoodssomethingSPANsaysitssmartpanelscandetect.Ratherthanbuilding massivenewdatacenters withtheirownZIPcode,SPANisproposinganetworkofsmallunits, calledXFRAnodes, installedoutsideofhomesorinsmallcommerciallocations.ThesenodesarenobiggerthananHVACorpowergeneratorfoundoutsideofanyhome,accordingtoSPAN.NvidiasAIinsurancepolicybalancesimmediateandfutureAIapproachesApril27,2026:CloudhostedAIattractsextremeattentionandinvestment.Butwhatifthehypewavecollapses?NvidiaschallengeistobuildinterestintheboringaspectsoffutureAIbusinesscaseswhenthemarketsfocusiselsewhere.NvidiaRubinGPUsmaybedelayed,slowingthenextphaseofAIinfrastructureApril9,2026:NvidiaslatestgenerationofAIchips,theNvidiaRubinGPUs,expectedtoshiplaterthisyear,mayfacesupplydelaysamidongoinggeopoliticalpressuresandsupplychainconstraints.NvidiasSchedMDacquisitionputsopensourceAIschedulingunderscrutinyApril7,2026:NvidiasrecentacquisitionofSchedMD,thecompanybehindtheSlurmworkloadmanager,israisingconcernsamongAIindustryexecutivesandsupercomputingspecialistswhofearthechipgiantcoulduseitsnewpositiontofavoritsownhardwareovercompetingchips,whetherthroughcodeprioritizationorroadmapdecisions.NvidiaoverhaulsthedatacenterforOpenClaweraMarch20,2026:Inferenceisthecoredatacenterworkload,andtokensarethenewcommodityoftheAIera,saysNvidia.RecallingtheclassicdatacenterduringakeynoteatGTC,CEOJensenHuangsaiditusedtobeforfiles.Itsnowafactorytogeneratetokens.NvidiajoinspushfordatacentersinspaceMarch19,2026:NvidiasharedplanstobringAIandacceleratedcomputingtospace,joiningaslewofothertechgiantswithoutofthisworldcomputingideas.NvidiaCEOHuangtalksuptokenomics’—thenewcurrencyforAIMarch17,2026:AItokensareemergingasakindofcurrencythatwillhelpinrecruitment,budgetingandproductivity,NvidiasCEOJensenHuangsaidduringakeynoteaddressatthe companysGTCconference.NvidiaannouncesVeraRubinplatform,signalingashifttofullstackAIinfrastructureMarch17,2026:NvidiaintroduceditsVeraRubinplatform,whichcombinescompute,networking,anddataprocessingintorackscaledeploymentsforlargeAIdatacenters,underscoringashiftinhyperscaleenvironmentstowardmoretightlyintegratedinfrastructure.WhyNvidiasDGXRubinNVL8runsonIntelXeon6March17,2026:Despitegrowingrivalrybetweenthetwochipmakers,AIsystemsfromNvidiawilluseCPUsfromInteltomaintainx86continuityacrossdatacenterworkflows.Specifically,NvidiahasselectedIntelsXeon6processorsasthehostCPUsforitsNvidiaDGXRubinNVL8systems.NvidiaNemoClawpromisestorunOpenClawagentssecurelyMarch17,2026:InthefewshortweekssinceOpenClawbecamethebiggeststoryinagenticAI,ithasbeendoggedbyconcernsthatitisnotsecureenoughtobesafelyletlooseinenterprises.ThisweekattheNvidiaGTCconference,CEOJensenHuangannouncedwhathebelievesistheanswer: NemoClaw.BuiltinconsultationwithOpenClawscreator, NemoClawisbasedonNvidiaAgentToolkit,partofthebroaderNeMoecosystemforbuildingAIagents.NvidiatargetsinferenceasAIsnextbattlegroundwithGroq3LPXMarch17,2026:Groq3LPXwasannouncedatNvidiaGTCas partofanarchitecture comprisingsevennewchipsandfiveracksmeanttoworktogetherasonebigsupercomputer.Thecompanysaysitsnewarchitecturemarksashiftfromtrainingfocusedinfrastructuretosystemsoptimizedforcontinuous,lowlatencyenterpriseAIworkloads.VendorstoutNvidiapartnershipsasNvidiaGTC2026kicksoffHPEandNvidiahaveboostedtheirpartnership,addinganewserverblade,GPUsupport,enhancementstoHPEsturnkeyprivateAIpackage,andservicestargetingenterprisecustomerswithgrowingAIworkloads.CiscoextendsitsSecureAIFactorywithNvidia:ThetwovendorsannouncedtheexpansionoftheirjointlydevelopedSecureAIFactorywithNvidia,whichmeldsCiscosecurityandnetworkingtechnology,NvidiaDPUsandAIEnterprisesoftware,andmultivendorstorageoptions.LenovobolstershybridAIplatformwithNvidiaGPUs:LenovoisexpandingitsLenovoHybridAIAdvantagewithNvidiaplatformandpositioningitasanendtoendpathforproductionAIinferencing.PalantirpartnerswithNvidiatostreamlineAIdatacenterdeployment:TwoofthecompaniesmostsynonymouswiththeAIrevolution,NvidiaandPalantirTechnologies,havelinkedarmstocreateanAIreferencearchitectureoperatingsystem.NvidialaunchesNemotron3SupertopowerenterpriseAIagentsMarch12,2026:NvidiaintroducedanewreasoningfocusedAImodelthatcombinesmultipleneuralnetworkarchitecturesinabidtoimprovehowenterprisesystemshandlecomplextasksandautomation.NvidiapartnerswithopticstechnologyvendorsLumentumandCoherenttoenhanceAIinfrastructureMarch2,2026:NvidiaannouncedstrategicpartnershipswithLumentumHoldingsandCoherent,whichitsaidaredesignedtoacceleratethedevelopmentofadvancedopticstechnologiesusedinAIdatacenterinfrastructure.Nvidiapartnerswithtelecomprovidersforopen6GnetworksMarch2,2026:Nvidiahaspartneredwithglobaltelecomprovidersforacommitmenttobuild 6Gonopen andsecureAInativeplatforms,bringingsoftwaredefined networking totelecommunications.AnnouncedattheMobileWorldCongressconference,thelistof Nvidiapartners isawhoswhoof telecom.NvidiaplansaWindowsPCSoC,settingupdirectcompetitionwithQualcomm,Intel,andAMDFebruary24,2026:NvidiaisdevelopingasystemonchipforWindowsPCs,withDellandLenovoamongtheOEMsplanningtobuildnotebooksanddesktopsaroundtheprocessorlaterthisyear.NvidialinesuppartnerstoboostsecurityforindustrialoperationsFebruary23,2026:Nvidiaextendeditscollaborationswithahandfulofsecurityvendorsinanefforttoimproverealtimethreatdetectionandresponseacrossoperationaltechnologyenvironmentsandindustrialcontrolsystems.MetascoopsupmoreofNvidiasAIchipoutputFebruary20,2026:AIsinsatiabledemandforchipshasalreadyhadaneffectontheITmarket,anditcouldbeabouttogetworse:NvidiahasenteredintoamultiyearpartnershipwithMetatofillthesocialnetworksnewAIdatacenterswithitscuttingedgeprocessors.Nvidiaclaims10xcostsavingswithopensourceinferencemodelsFebruary13,2026:Nvidiahasreleasedanalysisshowinga4Xto10Xreductionincostpertokenfor AIinferencing byswitchingtoopensourcemodels.Thecostreductions wereachievedbypairingNvidiasBlackwellGPUswithopensourcemodelsfrom Baseten, DeepInfra, FireworksAI,and TogetherAI.ReportsofNvidia/OpenAIdealinjeopardyareoverblown,saysNvidiasCEOHuangFebruary5,2026:NvidiaCEOJensenHuang toldCNBC therewasnovaliditytotherumorsthatheisreconsideringscalingbackonhis500 billion to build at current prices for chips, power, and construction. Startup Bolt Graphics promises 5x performance over Nvidia’s best GPU May 19, 2026 : It takes a brave company to go up against Nvidia in any market, let alone graphics performance. Intel tried and failed repeatedly, and AMD is barely hanging on. But Bolt Graphics thinks it has something in its Zeus GPU. Startup SPAN teams with Nvidia to put data center nodes in your backyard May 13, 2026 : A power-management company called SPAN has partnered with Nvidia and homebuilder PulteGroup to make use of spare electrical transmission capacity already available in many neighborhoods—something SPAN says its smart panels can detect. Rather than building massive new data centers with their own ZIP code, SPAN is proposing a network of small units, called XFRA nodes, installed outside of homes or in small commercial locations . These nodes are no bigger than an HVAC or power generator found outside of any home, according to SPAN. Nvidia’s ‘AI insurance policy’ balances immediate and future AI approaches April 27, 2026 : Cloud-hosted AI attracts extreme attention and investment. But what if the hype wave collapses? Nvidia’s challenge is to build interest in the boring aspects of future AI business cases when the market’s focus is elsewhere. Nvidia Rubin GPUs may be delayed, slowing the next phase of AI infrastructure April 9, 2026 : Nvidia’s latest generation of AI chips, the Nvidia Rubin GPUs, expected to ship later this year , may face supply delays amid ongoing geopolitical pressures and supply chain constraints. Nvidia’s SchedMD acquisition puts open-source AI scheduling under scrutiny April 7, 2026 : Nvidia’s recent acquisition of SchedMD, the company behind the Slurm workload manager, is raising concerns among AI industry executives and supercomputing specialists who fear the chip giant could use its new position to favor its own hardware over competing chips, whether through code prioritization or roadmap decisions. Nvidia overhauls the data center for OpenClaw era March 20, 2026 : Inference is the core data-center workload , and tokens are the new commodity of the AI era, says Nvidia. Recalling the classic data center during a keynote at GTC, CEO Jensen Huang said “it used to be … for files. It’s now a factory to generate tokens.” Nvidia joins push for data centers in space March 19, 2026 : Nvidia shared plans to bring AI and accelerated computing to space , joining a slew of other tech giants with out-of-this-world computing ideas. Nvidia CEO Huang talks up ‘tokenomics’ — the new currency for AI March 17, 2026: AI tokens are emerging as a kind of currency that will help in recruitment, budgeting and productivity, Nvidia’s CEO Jensen Huang said during a keynote address at the company’s GTC conference. Nvidia announces Vera Rubin platform, signaling a shift to full-stack AI infrastructure March 17, 2026 : Nvidia introduced its Vera Rubin platform , which combines compute, networking, and data processing into rack-scale deployments for large AI data centers, underscoring a shift in hyperscale environments toward more tightly integrated infrastructure. Why Nvidia’s DGX Rubin NVL8 runs on Intel Xeon 6 March 17, 2026 : Despite growing rivalry between the two chip makers, AI systems from Nvidia will use CPUs from Intel to maintain x86 continuity across data‑center workflows. Specifically, Nvidia has selected Intel’s Xeon 6 processors as the host CPUs for its Nvidia DGX Rubin NVL8 systems. Nvidia NemoClaw promises to run OpenClaw agents securely March 17, 2026 : In the few short weeks since OpenClaw became the biggest story in agentic AI, it has been dogged by concerns that it is not secure enough to be safely let loose in enterprises. This week at the Nvidia GTC conference, CEO Jensen Huang announced what he believes is the answer: NemoClaw . Built in consultation with OpenClaw’s creator, NemoClaw is based on Nvidia Agent Toolkit, part of the broader NeMo ecosystem for building AI agents. Nvidia targets inference as AI’s next battleground with Groq 3 LPX March 17, 2026 : Groq 3 LPX was announced at Nvidia GTC as part of an architecture comprising seven new chips and five racks meant to work together as “one big supercomputer.” The company says its new architecture marks a shift from training-focused infrastructure to systems optimized for continuous, low-latency enterprise AI workloads. Vendors tout Nvidia partnerships as Nvidia GTC 2026 kicks off HPE and Nvidia have boosted their partnership , adding a new server blade, GPU support, enhancements to HPE’s turnkey private AI package, and services targeting enterprise customers with growing AI workloads. Cisco extends its Secure AI Factory with Nvidia : The two vendors announced the expansion of their jointly developed Secure AI Factory with Nvidia, which melds Cisco security and networking technology, Nvidia DPUs and AI Enterprise software, and multivendor storage options. Lenovo bolsters hybrid AI platform with Nvidia GPUs : Lenovo is expanding its Lenovo Hybrid AI Advantage with Nvidia platform and positioning it as an end-to-end path for production AI inferencing. Palantir partners with Nvidia to streamline AI data center deployment : Two of the companies most synonymous with the AI revolution, Nvidia and Palantir Technologies, have linked arms to create an AI reference architecture operating system. Nvidia launches Nemotron 3 Super to power enterprise AI agents March 12, 2026 : Nvidia introduced a new reasoning-focused AI model that combines multiple neural network architectures in a bid to improve how enterprise systems handle complex tasks and automation. Nvidia partners with optics technology vendors Lumentum and Coherent to enhance AI infrastructure March 2, 2026 : Nvidia announced strategic partnerships with Lumentum Holdings and Coherent , which it said are designed to accelerate the development of advanced optics technologies used in AI data center infrastructure. Nvidia partners with telecom providers for open 6G networks March 2, 2026 : Nvidia has partnered with global telecom providers for a commitment to build 6G on open and secure AI-native platforms , bringing software-defined networking to telecommunications. Announced at the Mobile World Congress conference, the list of Nvidia partners is a who’s who of telecom. Nvidia plans a Windows PC SoC, setting up direct competition with Qualcomm, Intel, and AMD February 24, 2026 : Nvidia is developing a system-on-chip for Windows PCs , with Dell and Lenovo among the OEMs planning to build notebooks and desktops around the processor later this year. Nvidia lines up partners to boost security for industrial operations February 23, 2026 : Nvidia extended its collaborations with a handful of security vendors in an effort to improve real-time threat detection and response across operational technology environments and industrial control systems. Meta scoops up more of Nvidia’s AI chip output February 20, 2026 : AI’s insatiable demand for chips has already had an effect on the IT market, and it could be about to get worse: Nvidia has entered into a multi-year partnership with Meta to fill the social network’s new AI data centers with its cutting-edge processors. Nvidia claims 10x cost savings with open-source inference models February 13, 2026 : Nvidia has released analysis showing a 4X to 10X reduction in cost per token for AI inferencing by switching to open source models. The cost reductions were achieved by pairing Nvidia’s Blackwell GPUs with open-source models from Baseten, DeepInfra, Fireworks AI, and Together AI. Reports of Nvidia/OpenAI deal in jeopardy are overblown, says Nvidia’s CEO Huang February 5, 2026 : Nvidia CEO Jensen Huang told CNBC  there was no validity to the rumors that he is reconsidering scaling back on his 100 billion investment in data centers for OpenAI , in sharp contrast to reports from the Wall Street Journal. Eying AI factories, Nvidia buys bigger stake in CoreWeave February 2, 2026 : Nvidia continues to throw its sizable bank account around . This time making a 2billioninvestmentin GPUcloudserviceproviderCoreWeave.ThecompanysaystheinvestmentreflectsNvidiasconfidenceinCoreWeavesbusiness,teamandgrowthstrategyasacloudplatformbuiltonNvidiainfrastructure.ChinaclearsNvidiaH200salestotechgiants,reshapingAIdatacenterplansJanuary29,2026:ChinahasreopenedaccesstoNvidiasadvancedAIprocessors,grantingapprovalstoasmallgroupofitslargesttechnologycompanies.ThecompaniesincludeByteDance,Alibaba,andTencent,whichareexpectedtocollectivelypurchasemorethan400,000ofNvidiasH200acceleratorsNvidiaisstillworkingwithsuppliersonRAMchipsforRubinJanuary26,2026:Nvidiachangeditsrequirementsforsuppliersofthenextgenerationofhighbandwidthmemory,HBM4,butisclosetocertifyingrevisedchipsfromSamsungElectronicsforuseinitsAIsystems,accordingtoreports.RISCVchipdesignerSiFiveintegratesNvidiaNVLinkFusiontopowerAIdatacentersJanuary19,2026:RISCVpioneerSiFivehassignedadealwithNvidiatoincorporateNvidiaNVLinkFusionintoitsdatacenterproducts.TheagreementmeansthatSiFivewillbeabletoconnectitsRISCVCPUstoNvidiaGPUsandacceleratorsoverahighbandwidthinterconnectthatletsmultipleGPUssharecomputeandmemoryresources.NvidiaH200chipsinChina:USsaysyes,ChinasaysnoJanuary14,2026:Inwhatappearstobeacaseofdiplomaticmindgamesinaction,onedayaftertheUSgovernmentissuedaregulationclearingthewayforNvidiatosellitsH200AIprocessorstoChinesecompaniesonacasebycasebasis,apublishedreporthasrevealedChinesecustomofficershavebeentoldnottoletthemintothecountry.LenovoNvidiapartnershiptargetsfasterAIinfrastructurerolloutsJanuary7,2026:LenovoispairingitsliquidcooledsystemsandnetworkingwithNvidiaplatformstodeliverwhatitcallsAIcloudgigafactoriesdesignedtoreducedeploymenttimelinesfrommonthstoweeks.Top10Nvidiastoriesof2025FromthedatacentertotheAIfactoryDecember26,2025:ForNvidia,2025wasnotjustaboutfasterGPUs.Itwasaboutthefundamentalrearchitectureoftheenterprisedatacenterfromastorage/retrievalhubtoamanufacturingplantforintelligenceor theAIfactory.NvidiamovesdeeperintoAIinfrastructurewithSchedMDacquisitionDecember16,2025:NvidiahastakenastrategicstepdeeperintotheAIsoftwarestackwithitsacquisitionofSchedMD,thedeveloperofSlurm,awidelyusedopensourceworkloadmanagerforhighperformancecomputingandAIclusters.NvidiabetsonopeninfrastructurefortheagenticAIerawithNemotron3December15,2025:AIagentsmustbeabletocooperate,coordinate,andexecuteacrosslargecontextsandlongtimeperiods,andthis,saysNvidia,demandsanewtypeofinfrastructure,onethatisopen.HPEloadsupAInetworkingportfolio,strengthensNvidia,AMDpartnershipsDecember2,2025:HPEunveiledawiderangeofnetworkinggearandsoftwaretohelpenterprisecustomersmoveefficientlyintotheAInetworkingera.TherolloutincludesnewswitchesandroutersaswellasdeepenedHPEspartnershipswithAMDandNvidia.Nvidias2 billion investment in GPU cloud service provider CoreWeave. The company says the investment reflects Nvidia’s “confidence in CoreWeave’s business, team and growth strategy as a cloud platform built on Nvidia infrastructure. China clears Nvidia H200 sales to tech giants, reshaping AI data center plans January 29, 2026 : China has reopened access to Nvidia’s advanced AI processors , granting approvals to a small group of its largest technology companies. The companies include ByteDance, Alibaba, and Tencent, which are expected to collectively purchase more than 400,000 of Nvidia’s H200 accelerators Nvidia is still working with suppliers on RAM chips for Rubin January 26, 2026 : Nvidia changed its requirements for suppliers of the next generation of high-bandwidth memory, HBM4, but is close to certifying revised chips from Samsung Electronics for use in its AI systems, according to reports. RISC-V chip designer SiFive integrates Nvidia NVLink Fusion to power AI data centers January 19, 2026 : RISC-V pioneer SiFive has signed a deal with Nvidia to incorporate Nvidia NVLink Fusion into its data center products .The agreement means that SiFive will be able to connect its RISC-V CPUs to Nvidia GPUs and accelerators over a high bandwidth interconnect that lets multiple GPUs share compute and memory resources. Nvidia H200 chips in China: US says yes, China says no January 14, 2026: In what appears to be a case of diplomatic mind games in action, one day after the US government issued a regulation clearing the way for Nvidia to sell its H200 AI processors to Chinese companies on a case-by-case basis, a published report has revealed Chinese custom officers have been told not to let them into the country. Lenovo-Nvidia partnership targets faster AI infrastructure rollouts January 7, 2026 : Lenovo is pairing its liquid-cooled systems and networking with Nvidia platforms to deliver what it calls “AI cloud gigafactories ” designed to reduce deployment timelines from months to weeks. Top 10 Nvidia stories of 2025 – From the data center to the AI factory December 26, 2025 : For Nvidia, 2025 was not just about faster GPUs. It was about the fundamental re-architecture of the enterprise data center from a storage/retrieval hub to a manufacturing plant for intelligence – or the AI factory. Nvidia moves deeper into AI infrastructure with SchedMD acquisition December 16, 2025 : Nvidia has taken a strategic step deeper into the AI software stack with its acquisition of SchedMD, the developer of Slurm, a widely used open-source workload manager for high-performance computing and AI clusters. Nvidia bets on open infrastructure for the agentic AI era with Nemotron 3 December 15, 2025: AI agents must be able to cooperate, coordinate, and execute across large contexts and long time periods, and this, says Nvidia, demands a new type of infrastructure, one that is open. HPE loads up AI networking portfolio, strengthens Nvidia, AMD partnerships December 2, 2025 : HPE unveiled a wide range of networking gear and software to help enterprise customers move efficiently into the AI networking era. The rollout includes new switches and routers as well as deepened HPE’s partnerships with AMD and Nvidia . Nvidia’s 2B Synopsys stake tests independence of open AI interconnect standard December 2, 2025 : Nvidia announced a 2billioninvestmentinSynopsys,achipdesignsoftwaremaker,placingtheGPUgiantintheunusualpositionofholdingsubstantialequityinacompanythatservesontheboardofanindustryconsortiumdevelopingtechnologythatcompeteswithNvidiasowninterconnecttechnology.Nvidiachipssoldout?CutbackonAIplans,orlookelsewhereNovember20,2025:NvidiaCFOColetteKresssclaimthatThecloudsaresoldout,andourGPUinstalledbase[]isfullyutilized,mayhavethrilledshareholderslisteningtothecompanysearningscallonWednesday,butitsbadnewsforCIOsanddatacentermanagerswhowerecountingonNvidiaforincreasedAIcomputingcapacity.Nvidiasfirstexascalesystemisthe4thfastestsupercomputerintheworldNovember17,2025:Theworldsfourthexascalesupercomputerhasarrived,pitting Nvidias proprietarychiptechnologiesagainstthex86systemsthathavedominatedsupercomputingfordecades.NvidiatoutsnextgenquantumcomputinginterconnectsNovember17,2025:AtthisweeksSupercomputingConference,Nvidiahighlightedhowitexpectstoacceleratecomputingtoquantumprocessorsinthefuture.NvidiahighlightsconsiderablesciencebasedsupercomputingeffortsNovember17,2025:Nvidiaannouncedthatmorethan80scienceorientedsystemspoweredbyitsplatformhavebeendeployedaroundtheglobeinthelastyear,atacombinedtotalof4,500exaFLOPsofAIperformance.NextgenerationHPEsupercomputeroffersamixofNvidiaandAMDsiliconNovember14,2025:HewlettPackardEnterprisesaiditsnextgenerationCray supercomputing platformwillofferachoiceofprocessorsfromNvidiaandAMD,eventhoughthechipsarentavailableyetandthesystemislikelynotgoingtobeavailableuntil2027.Cisco,NvidiastrengthenAItieswithnewdatacenterswitch,referencearchitecturesOctober29,2025:CiscoandNvidiaarerampinguptheirpartnership.ThelatestdeliverablesincludethenewCiscoN9100seriesdatacenterswitchbuiltonNvidias SpectrumX Ethernetswitchsilicon.ThetwovendorsalsounveiledreferencearchitecturestoguidecustomerAIimplementationsofCiscoandSpectrumXnetworks.NvidialookstopowerAIfactorynetworksOctober28,2025:Networkingtechnologytookcenterstageat Nvidias GTCDCdevelopersshowasarangeofnetworkingproductswereintroducedforhighperformanceAIinferenceprocessingandmore.The spotlight wasonthelaunchofthe ConnectX9SuperNIC.Thisnextgenerationnetworkinterfacecarddelivers1.6TGPU,withadvancedRDMAcapabilitiesandPCIeGen6support.QuantumCircuitsbringsdualrailqubitstoNvidiasCUDAQdevelopmentplatformOctober28,2025:QuantumCircuitsannouncedthatitsdualrailSeekerquantumprocessingunitnowsupportsNvidiasCUDAQprogramminglanguage,amovedesignedtohelpdeveloperscombinequantumcomputingwithAIandmachinelearningworkloadsasthetwotechnologiesincreasinglyintersect.ShouldenterprisedeveloperscareaboutNvidia?October21,2025: Ifyourea Java developeratabankora JavaScript developerataretailer,youveprobablyspentyourcareerblissfullyignoringhardware.Thatswhatthecloudisfor.AndNvidia?Thatwasjustforgamers,cryptominers,orthosePhDsintheAIlabplayingwithmassivemodels.Except,itsnotanymore.Nvidia,InfineonpartnerforAIdatacenterpoweroverhaulOctober16,2025:InfineonisteamingupwithNvidiatoupgradetheoutdatedpowerarchitectureof AIdatacenters andreplacethemwithacentralizedhighvoltageDCpowersetup.NvidiasDGXSparkdesktopsupercomputerisonsalenow,buthardtofindOctober15,2025:NvidiaspersonalAIsupercomputer,theDGXSpark,mayrunfastbutitsbeenslowgettinghere.Itfinallywentonsaletoday,fivemonthslaterthanthecompanyinitiallypromised,andearlyunitsarehardtofind:InsideNvidiasgridtochipvision:HowVeraRubinandSpectrumXGSadvanceAIgigafactoriesOctober13,2025:Nvidiawillbefrontandcenteratthisweeks GlobalSummit formembersoftheOpenComputeProject.Thecompanyismakingannouncementsonseveralfronts,includingthedebutofVeraRubinMGX,itsnextgenarchitecturefusingCPUsandGPUs,andSpectrumXGSEthernet,anetworkingfabricdesignedforgigascaleAIfactories.NvidiaandFujitsuteamforverticalindustryAIprojectsOctober6,2025:NvidiahaspartneredwithFujitsutocollaborateonverticalindustryspecificartificialintelligenceprojects.ThepartnershipwillfocusoncodevelopinganddeliveringanAIagentplatformtailoredforindustryspecificagentsinsectorssuchashealthcare,manufacturing,androbotics.NvidiaandOpenAIopen2 billion investment in Synopsys , a chip design software maker, placing the GPU giant in the unusual position of holding substantial equity in a company that serves on the board of an industry consortium developing technology that competes with Nvidia’s own interconnect technology. Nvidia chips sold out? Cut back on AI plans, or look elsewhere November 20, 2025 : Nvidia CFO Colette Kress’s claim that “The clouds are sold out, and our GPU-installed base […] is fully utilized,” may have thrilled shareholders listening to the company’s earnings call on Wednesday, but it’s bad news for CIOs and data center managers who were counting on Nvidia for increased AI computing capacity . Nvidia’s first exascale system is the 4th fastest supercomputer in the world November 17, 2025: The world’s fourth exascale supercomputer has arrived, pitting Nvidia’s proprietary chip technologies against the x86 systems that have dominated supercomputing for decades. Nvidia touts next-gen quantum computing interconnects November 17, 2025 : At this week’s Supercomputing Conference, Nvidia highlighted how it expects to accelerate computing to quantum processors in the future. Nvidia highlights considerable science-based supercomputing efforts November 17, 2025 : Nvidia announced that more than 80 science-oriented systems powered by its platform have been deployed around the globe in the last year, at a combined total of 4,500 exaFLOPs of AI performance. Next-generation HPE supercomputer offers a mix of Nvidia and AMD silicon November 14, 2025: Hewlett Packard Enterprise said its next-generation Cray supercomputing platform will offer a choice of processors from Nvidia and AMD , even though the chips aren’t available yet and the system is likely not going to be available until 2027. Cisco, Nvidia strengthen AI ties with new data center switch, reference architectures October 29, 2025 : Cisco and Nvidia are ramping up their partnership . The latest deliverables include the new Cisco N9100 series data center switch built on Nvidia’s Spectrum-X Ethernet switch silicon. The two vendors also unveiled reference architectures to guide customer AI implementations of Cisco and Spectrum-X networks. Nvidia looks to power AI factory networks October 28, 2025 : Networking technology took center stage at Nvidia’s GTC DC developers show as a range of networking products were introduced for high-performance AI inference processing and more. The spotlight was on the launch of the ConnectX-9 SuperNIC . This next-generation network interface card delivers 1.6T GPU, with advanced RDMA capabilities and PCIe Gen 6 support. Quantum Circuits brings dual-rail qubits to Nvidia’s CUDA-Q development platform October 28, 2025 : Quantum Circuits announced that its dual-rail Seeker quantum processing unit now supports Nvidia’s CUDA-Q programming language, a move designed to help developers combine quantum computing with AI and machine learning workloads as the two technologies increasingly intersect. Should enterprise developers care about Nvidia? October 21, 2025 :  If you’re a Java developer at a bank or a JavaScript developer at a retailer, you’ve probably spent your career blissfully ignoring hardware.That’s what the cloud is for. And Nvidia? That was just for gamers , crypto miners, or those PhDs in the AI lab playing with massive models. Except, it’s not anymore. Nvidia, Infineon partner for AI data center power overhaul October 16, 2025: Infineon is teaming up with Nvidia to upgrade the outdated power architecture of AI data centers and replace them with a centralized high-voltage DC power setup. Nvidia’s DGX Spark desktop supercomputer is on sale now, but hard to find O ctober 15, 2025 : Nvidia’s “personal AI supercomputer,” the DGX Spark , may run fast but it’s been slow getting here. It finally went on sale today, five months later than the company initially promised, and early units are hard to find: Inside Nvidia’s ‘grid-to-chip’ vision: How Vera Rubin and Spectrum-XGS advanceAI giga-factories October 13, 2025 : Nvidia will be front-and-center at this week’s Global Summit for members of the Open Compute Project. The company is making announcements on several fronts, including the debut of Vera Rubin MGX, its next-gen architecture fusing CPUs and GPUs , and Spectrum-XGS Ethernet, a networking fabric designed for “giga-scale” AI factories. Nvidia and Fujitsu team for vertical industry AI projects October 6, 2025 : Nvidia has partnered with Fujitsu to collaborate on vertical industry-specific artificial intelligence projects. The partnership will focus on co-developing and delivering an AI agent platform tailored for industry-specific agents in sectors such as healthcare, manufacturing, and robotics. Nvidia and OpenAI open 100B, 10 GW data center alliance September 23, 2025 : OpenAI and Nvidia will create a strategic partnership to deploy at least 10 gigawatts of Nvidia systems for OpenAI’s next-generation AI infrastructure.The first phase is expected to come online in the second half of 2026 using Nvidia’s Vera Rubin CPU/GPU combination platform to train and run new models. Who wins/loses with the Intel-Nvidia union? September 22, 2025: Nvidia is dipping into its 56billionbankaccounttoacquirea556 billion bank account to acquire a 5% stake in Intel for 5 billion, making it the second largest shareholder of Intel stock after the federal government’s recent investment. The deal provides Nvidia greater access to the x86 ecosystem, important for the enterprise data center market, and provides Intel with access to GPUs that have