10 Feb 2026
Cisco 102.4T switch
Cisco introduced the Silicon One G300, a new 102.4 terabits per second ASIC, aiming to compete with Broadcom's Tomahawk 6 and Nvidia's Spectrum-X Ethernet Photonics by leveraging P4 programmability for large-scale artificial intelligence network clusters.
6 Feb 2026
AI infrastructure scaling
Developers are constructing both widely distributed edge deployments and massive gigawatt-scale hyperscale campuses to accommodate expanding sovereign artificial intelligence requirements and regional capacity demands.
6 Feb 2026
Positron AI Chips
Artificial intelligence inferencing startup Positron AI secured $230 million in funding to develop its Atlas chips, which reportedly offer three times the compute efficiency per watt compared to Nvidia's H100 graphics processing units.
5 Feb 2026
prefab data centers substation
Nvidia, Prologis, EPRI, and InfraPartners are collaborating on a project to pilot five prefabricated data center deployments adjacent to electrical substation sites across the United States scheduled for 2026.
5 Feb 2026
AI Inference at Substations
NVIDIA and Prologis are leading a partnership initiative aimed at deploying artificial intelligence inference capabilities directly at utility substation locations to improve edge processing capabilities.
4 Feb 2026
bedrock raises 270m
The construction artificial intelligence startup Bedrock successfully secured $270 million in funding, with participation from Alphabet and Nvidia.
4 Feb 2026
positron vs nvidia
The Arm-backed startup Positron claims its next-generation Asimov accelerators, utilizing lower-cost LPDDR5x memory instead of high-bandwidth memory, can effectively compete against offerings like Nvidia's Rubin GPUs.
4 Feb 2026
smaller data centers
Nvidia, EPRI, Prologis, and InfraPartners are collaborating to develop smaller data center facilities situated closer to the electrical grid in an effort to improve inference efficiency as demand continues to grow.
3 Feb 2026
nvidia dassault digital twin
Nvidia and Dassault Systèmes are joining forces to integrate digital twin technology with Nvidia's artificial intelligence infrastructure and software solutions to enable large-scale deployment capabilities.
3 Feb 2026
Nvidia OpenAI Inference
OpenAI executives have publicly supported Nvidia amidst claims that the startup is dissatisfied with the performance of its current inference hardware, shortly after the Nvidia chief executive downplayed a significant investment pledge toward OpenAI.
2 Feb 2026
oracle funding ai
Oracle is seeking a fifty billion dollar capital injection in 2026 to finance increasing cloud capacity driven by substantial demand from major clients such as OpenAI, Nvidia, Meta, AMD, TikTok, and xAI.
2 Feb 2026
Nvidia CoreWeave Blueprint
Nvidia's substantial financial commitment to CoreWeave is establishing a financing framework for artificial intelligence infrastructure that recategorizes these facilities as industrial assets rather than purely digital real estate holdings in the United States.
1 Feb 2026
AI CapEx Policy Shifts
Significant capital allocations by Meta toward artificial intelligence, coupled with the Nvidia-CoreWeave integration and infrastructure policy adjustments in Indonesia, Saudi Arabia, and the United Kingdom, are actively redefining the global compute landscape.
30 Jan 2026
Sharon AI Nvidia Deployment
Sharon AI plans to deploy a cluster of 1,000 Nvidia B200 units at the NextDC data center in Melbourne, though a specific timeline for this deployment has not been announced.
29 Jan 2026
DPI PODTECH AI Commissioning
DPI and PODTECH have initiated a partnership aimed at expanding the scale of commissioning services for artificial intelligence infrastructure deployment across European, Asian, and Middle Eastern markets.
29 Jan 2026
data center water use
To mitigate the operational impacts of expanding artificial intelligence data centers in arid areas, operators are increasingly adopting strategies such as utilizing reclaimed water, implementing closed-loop reuse systems, and verifying stewardship accounting practices.
28 Jan 2026
china approves nvidia
China has reportedly approved the purchase of Nvidia H200 graphic processing units by major technology firms like ByteDance, Alibaba, and Tencent, while the government assesses potential conditions for further sales.
27 Jan 2026
nvidia vera cpu
Nvidia is making its Vera central processing unit available as a standalone product, with CoreWeave announced as the initial customer gaining access to the technology previously bundled in the Vera Rubin Superchip.
27 Jan 2026
Genesis AI Supercomputing
Japan's RIKEN research institute is partnering with Argonne National Laboratory, Fujitsu, and Nvidia to develop next-generation compute infrastructure for artificial intelligence and high-performance computing, aligning with the stated goals of President Trump's Genesis Mission.
26 Jan 2026
nvidia coreweave expansion
Nvidia is committing $2 billion to CoreWeave to secure 5 gigawatts of additional data center capacity, reinforcing its strategy to lock down computing resources amid soaring demand for its graphical processing units.
22 Jan 2026
Upscale AI $200M funding
AI networking startup Upscale AI secured $200 million in Series A funding to develop its SkyHammer silicon for UALink switches, aiming to directly challenge Nvidia's dominance in providing interconnect solutions for rack-scale AI systems.
21 Jan 2026
House GOP AI chip control
Following President Trump's decision to approve the sale of Nvidia H200 GPUs to China, House Republicans have introduced legislation that would grant Congress final approval authority over the export of advanced AI chips to China and other nations of concern.
20 Jan 2026
h200 china export
Anthropic CEO Dario Amodei strongly criticized the US decision to permit Nvidia to sell H200 GPUs to Chinese entities, comparing the action to supplying nuclear weapons to an adversary.
20 Jan 2026
APAC Industrial Phase
During the latter half of 2025, the Asia-Pacific region transitioned its artificial intelligence data center infrastructure, exceeding $150 billion, into an industrial phase dictated by the interplay of power supply, capital structure, and sovereign policies.
18 Jan 2026
nvidia fp64 emulation
Nvidia is leveraging emulation techniques to boost double precision (FP64) performance for High-Performance Computing applications, challenging AMD's traditional hardware advantage in this critical computational domain.
16 Jan 2026
meta power supply
Meta is establishing a robust, long-term power supply chain for the artificial intelligence era by combining agreements for long-term power offtake, deploying advanced nuclear reactors, and utilizing novel financing structures to counteract tightening grid capacity limitations.
15 Jan 2026
sifive nvlink fusion
RISC-V proponent SiFive has adopted Nvidia's proprietary NVLink Fusion interconnect technology, a decision that casts doubt on the future viability of competing interconnect standards like UALink.
14 Jan 2026
MEA AI Buildout Execution
The Middle East and Africa region successfully translated artificial intelligence infrastructure ambitions into tangible execution during the second half of 2025, driven by strategic alignments of power availability, governmental policy, and sovereign capital.
14 Jan 2026
Trump GPU export
The Trump administration is implementing export rules that prioritize domestic access, stipulating that sales of high-performance GPUs from companies like Nvidia and AMD to Chinese buyers will only be permitted if local demand is fully satisfied.
13 Jan 2026
sk hynix packaging investment
SK Hynix announced a $13 billion investment in a new advanced packaging and testing facility in South Korea designed to alleviate the High Bandwidth Memory shortage fueling the current AI infrastructure expansion.
12 Jan 2026
AI memory demand
The intense demand for memory components driven by the lucrative AI infrastructure market is projected to divert supply away from consumer devices, resulting in a likely stagnation or decline in global PC shipments by 2026.
12 Jan 2026
Nvidia AI Investment
Nvidia and Eli Lilly are committing a combined $1 billion toward establishing a new artificial intelligence laboratory facility in Silicon Valley.
12 Jan 2026
opinion • Silicon supply risk
Geopolitical instability and severe component price inflation are creating extreme volatility in the digital technology market, suggesting that current favorable conditions for hardware purchasing may be rapidly drawing to a close.
8 Jan 2026
Samsung Memory Profits
While end-users face sharply rising memory costs projected to increase further, Samsung forecasts its fourth-quarter operating profit will nearly triple, capitalizing on strong demand driven by the artificial intelligence sector.
8 Jan 2026
Nvidia China H200 Terms
Due to ongoing geopolitical trade tensions, Nvidia may require prepayment for orders of its H200 GPUs destined for China, with sales potentially beginning this quarter for select approved customers.
7 Jan 2026
amd epyc instinct
At CES 2026, AMD teased its next-generation MI500-series AI accelerators, projecting a 1,000x performance uplift over the MI300X and unveiling the Helios compute tray for a 2026 launch.
7 Jan 2026
portable datacenter
A startup named Odinn has developed a portable server enclosure containing four Nvidia H200 GPUs, designed for users who need to transport a significant AI acceleration capacity, albeit weighing 77 pounds.
5 Jan 2026
nvidia ai focus
Nvidia used CES to emphasize its dominance in AI hardware by detailing next-generation components based on the Vera Rubin architecture, shifting the focus of the consumer electronics show towards server silicon.
31 Dec 2025
nvidia h200 china demand
Following the lifting of sales restrictions, Chinese technology firms are placing massive orders, reportedly exceeding two million units, for Nvidia's H200 accelerators, testing the immediate supply capacity of manufacturers like TSMC.
31 Dec 2025
nvidia groq speculation
Speculation surrounds Nvidia's substantial licensing and talent acquisition deal with AI chip startup Groq, suggesting the investment goes beyond typical licensing to secure cutting-edge technology and engineering expertise.
29 Dec 2025
opinion • Future Tech Trends
An opinion piece speculates on major technological shifts expected to define the future beyond the current intense focus on artificial intelligence.
29 Dec 2025
AI Infrastructure State Power
The fourth quarter of 2025 illustrated a convergence where power infrastructure, capital availability, and governmental policy fused to fundamentally redefine the scale and execution of the global artificial intelligence buildout.
26 Dec 2025
starcloud orbital ai
Starcloud successfully deployed an orbital AI data center utilizing NVIDIA H100 GPUs, representing a critical test for off-planet computing as a potential solution to terrestrial constraints like power and cooling, although long-term viability and cost remain open questions.
25 Dec 2025
AI Workstation Comparison
A comparison of the AMD Strix Halo and Nvidia DGX Spark highlights the continuing relevance of local hardware for building, testing, and prototyping generative AI systems outside of massive data center clusters.
22 Dec 2025
Nvidia China H200 Shipments
Nvidia is prepared to start shipping its potent H200 graphics accelerators to Chinese customers around Chinese New Year, contingent upon receiving necessary export approvals from Beijing.
17 Dec 2025
nvidia ai blueprint
NVIDIA, collaborating with industrial partners like Siemens, Schneider Electric, and Trane, is standardizing multi-gigawatt AI factory deployments by releasing reference designs that integrate digital twins with optimized power, cooling, and control architectures for faster, more efficient construction.
16 Dec 2025
nvidia slurm acquisition
Nvidia enhanced its commitment to open source by acquiring Slurm scheduler developer, while simultaneously launching several new open-source Artificial Intelligence models.
16 Dec 2025
nvidia drives switch sales
Third-quarter gains in data center infrastructure sales were significantly bolstered by high demand for Ethernet switches, driven primarily by hyperscalers rapidly acquiring hardware to meet the intense requirements of AI accelerators developed by companies like Nvidia.
12 Dec 2025
Broadcom silicon photonics
Broadcom CEO Hock Tan stated that silicon photonics will not be significant in the near term for data centers, even as his company holds substantial pre-orders for custom AI accelerator chips.
11 Dec 2025
nvidia chip smuggling
Nvidia is refuting allegations involving the smuggling of chips to China's DeepSeek, claims which highlight the ineffectiveness of physical export controls against illicit chip sales operations.
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