Microsoft, Anthropic, and NVIDIA are setting a bar for cloud infrastructure investment and AI model availability with a new compute alliance. This agreement signals a divergence from single-model dependency toward a diversified, hardware-optimised ecosystem, altering the governance landscape for senior technology leaders. Microsoft CEO Satya Nadella says the relationship is a reciprocal integration where the…
At the APEC CEO Summit, NVIDIA said it is working with public agencies and private companies to build sovereign AI infrastructure across South Korea. The plan includes hundreds of thousands of NVIDIA GPUs across sovereign clouds and AI factories for areas like automotive, manufacturing and telecommunications. “Korea’s leadership in technology and manufacturing positions it at…
The biggest beneficiary of the ongoing AI boom, Nvidia has become the first public company to pass the $5 trillion market cap milestone. The company’s shares rose more than 5.6% on Wednesday to as much as $212.19, on the back of news on Wednesday that U.S. President Donald Trump said he expects to discuss the…
Meta and Oracle are upgrading their AI data centres with NVIDIA’s Spectrum-X Ethernet networking switches — technology built to handle the growing demands of large-scale AI systems. Both companies are adopting Spectrum-X as part of an open networking framework designed to improve AI training efficiency and accelerate deployment across massive compute clusters. Jensen Huang, NVIDIA’s…
OpenAI and Nvidia have signed a letter of intent for a $100B partnership that could reshape how AI systems are trained and deployed. The plan calls for at least 10 gigawatts of Nvidia hardware to support OpenAI’s next-generation AI infrastructure, which will train and run future models aimed at superintelligence. To support the rollout, Nvidia…
