TAG
#nvidia
Stories connected through a shared idea, actor, technology or theme.
DeepSeek open-sources its production inference engineDeepInfer supports NVIDIA SM100 GPUs and Huawei Ascend 950 NPUs, with optimisations for scheduling, speculative decoding and large-model execution. The release does not include DeepSeek’s full cache-management, prefill/decode-disaggregation or load-balancing stack.→NVIDIA adds cuPotential for AI-driven semiconductor simulationThe new cuPotential library lets AI agents simulate atomic and molecular interactions, with NVIDIA reporting an additional 2–3x acceleration in early-access testing. NVIDIA also reported major simulation and inspection speedups among semiconductor-industry adopters.→Firmus and Meta expand AI-factory agreements across Southeast AsiaThe agreements cover compute for Meta’s AI research, model development and training using NVIDIA’s DSX platform. They extend an existing relationship in Australia, where Meta is already using GB300 NVL72 systems at Firmus’s Melbourne facility.→NVIDIA launches an open full-stack safety platform for AI agentsThe platform combines OpenShell, which enforces policies around agent execution, with Sentry, a BlueField-4 DPU watchdog that can quarantine agents outside their boundaries. NVIDIA says more than 100 organisations are collaborating on the platform, although the announcement presents a reference design rather than independent deployment results.→Salute says customers now cover more than 20 GW of NVIDIA AI infrastructureSalute said it reached the figure in less than 12 months as a member of NVIDIA's partner network. Its offering focuses on operating high-density liquid-cooled facilities, including coolant management, leak detection, commissioning and specialised maintenance.→Submer launches Corenix for factory-built AI data-centre modulesCorenix will factory-build and test complete modules based on NVIDIA reference designs before shipping them for site commissioning. Submer said the new business addresses constraints in AI infrastructure deployment speed, thermal density, power availability and data sovereignty.→Spectrum activates distributed edge compute for low-latency AISpectrum said its platform can reach more than 1,000 smaller edge facilities and place accelerated compute within 10 milliseconds of 500 million connected devices in the United States. The company is working with Cast AI, HP and World Wide Technology on AI and robotics workloads.→Huawei unveils Atlas 960 SuperPoD in challenge to NvidiaThe Atlas 960 SuperPoD is designed for AI training and inference and follows the Atlas 950 launch by only several months. Huawei also announced plans for Ascend 970 and 980 processors in 2028 and 2029.→Google, Nvidia and Emerald AI relaunch coalition for flexible AI data-centre powerA 20-member coalition launched on 16 September with Google, Nvidia and Emerald AI as prominent participants, alongside companies including Anthropic, National Grid, AES, Constellation, NRG and RWE. Its focus is flexible AI data-centre load, although the group is a relaunch of a largely inactive 2014 alliance and does not itself commit specific projects.→Nvidia agrees to buy Hugging Face for $12.93BNvidia said it will acquire Hugging Face for $12.93B, including a $1B employee retention plan. Hugging Face serves more than 18 million developers, researchers and creators, and Nvidia said it will remain an open platform supporting multicloud and multi-accelerator development.→NVIDIA agrees to acquire Hugging Face for $12.93 billionNVIDIA said it agreed to acquire Hugging Face for $12,930,300,000. It said Hugging Face will remain an open platform supporting open models, multiple clouds, accelerators and developer tooling.→CrowdStrike and NVIDIA launch SafeMind cyber-defence modelsCrowdStrike introduced SafeMind, a Falcon-native agentic system with Red Tempest offensive and Blue Solano defensive models built using NVIDIA Nemotron and CrowdStrike telemetry. CrowdStrike reports 29% higher detection, six-times-faster remediation and 99% lower cost against leading frontier and open models, but those figures are company evaluations without disclosed independent validation.→iPronics raises $125 million to scale programmable optical networking for AI data centresiPronics announced a $125 million Series B co-led by Maverick Silicon and Light Street Capital, with NVIDIA participating, bringing its total funding to $177 million. The company plans to scale its ONE optical networking engine, which combines programmable switching, telemetry and APIs to reconfigure connectivity for AI training and inference workloads.→Nvidia invests $3.5 billion in MediaTek and expands NVLink FusionNvidia invested $3.5 billion in convertible bonds issued by MediaTek. MediaTek will adopt NVLink Fusion, giving customers a prevalidated route for custom XPUs to connect to Nvidia-powered rack-scale AI systems.→Blue Owl leads $2.4 billion financing for IREN’s NVIDIA AI infrastructureThe financing consists of a $1.2 billion senior secured term loan and $1.2 billion of senior secured notes. The proceeds will fund air-cooled NVIDIA Accelerated Computing Infrastructure for IREN’s Mackenzie campus and support its reported global development pipeline of more than 5GW.→AWS and NVIDIA line up 2 million more GPUs for agentic and physical AIAmazon and NVIDIA announced an expanded partnership adding another 2 million NVIDIA GPUs to AWS data centres in 2027 and 2028, including Blackwell Ultra, Rubin and Rubin Ultra. The agreement also extends NVIDIA networking, CPUs, open models and physical-AI systems across AWS, with no financial terms disclosed.→NVIDIA reportedly nears $12.9 billion Hugging Face acquisitionThe Information reported that NVIDIA agreed to acquire Hugging Face for $12.9 billion, while another report said the talks were not signed and could still collapse. Neither company confirmed the transaction to TechCrunch.→OpenAI publishes first benchmark results for Jalapeño inference chipOpenAI says Jalapeño delivered higher throughput, lower latency and better energy efficiency than comparison systems when serving GPT-OSS 120B, DeepSeek R1 and Kimi K2.5 1T. The results are vendor benchmarks for inference hardware, not training, and OpenAI says limited systems will be deployed this year.→Nvidia doubles entry-level edge compute with Jetson Orin Nano 2Jetson Orin Nano 2 provides 78 TOPS of AI compute, 8GB of memory and an eight-core CPU, with Nvidia claiming twice the compute and 40% lower power use than its predecessor in a 15-watt mode. The module and developer kit are scheduled for general availability in the first half of 2027, with drone and industrial-robotics partners already exploring deployments.→A malicious webpage can poison the local model behind NVIDIA NemoClawThe researchers said a malicious webpage can use DNS rebinding to reach the local Ollama API without credentials. They reported that an attacker can change the model's chat template, allowing hidden instructions to persist across later agent conversations.→NVIDIA backs Lancium’s gigawatt-scale AI-factory pipelineLancium says it has 4 GW of leased capacity and more than 15 GW of powered-land development pipeline. The plan uses NVIDIA’s full-stack platform and DSX reference designs, including grid-responsive power-management capabilities; the portfolio figures are company-reported.→Microsoft receives first production Vera Rubin systems as Nvidia ramps the platformThe delivery was described as supporting frontier-model training as Nvidia's Vera Rubin platform enters full production. The systems are reported to provide about three times GB300 compute and 2.7 times its memory bandwidth, though those figures await independent operational validation.→Starcloud raises $250 million for orbital AI datacentres at a $2.3 billion valuationStarcloud announced a $250 million Series A extension at a $2.3 billion post-money valuation, taking total capital raised to $450 million. It said the funding will support Starcloud-3 manufacturing and work with NVIDIA on a Space-1 Vera Rubin module, while its proposed 88,000-satellite and 20-gigawatt constellation remains a roadmap.→NVIDIA invests in Cloverleaf to accelerate AI-factory site developmentCloverleaf said NVIDIA made a minority investment and will work with it on US AI-factory sites. The companies are combining Cloverleaf's land, power and site-development work with NVIDIA's infrastructure expertise, while Cloverleaf says its pipeline includes multiple gigawatt-scale projects.→Sharon AI accepts the first phase of a US$950 million Australian AI-cloud contractSharon AI says the acceptance completes a milestone in a five-year agreement with an initial value of about US$950 million and covers NVIDIA GPU clusters across Australian data centres. It also says it has secured 212 MW of AI-factory capacity, including 120 MW under multi-year take-or-pay contracts; the customer and independent contract details were not identified in the release.→Groq raises $350 million as it pivots from AI chips to neocloudGroq raised $350 million at a $3.5 billion valuation, with Disruptive leading and Nvidia planning to participate. The company said it will expand its neocloud capacity from 54 megawatts to more than 200 megawatts in 2027.→Nvidia invests $1.5 billion in SB Energy for an Ohio AI campusNvidia said it will invest $1.5 billion in SB Energy and secure capacity at the PORTS-Pike Technology Campus. Nvidia said the initial AI-factory deployment is expected to provide 4.25 gigawatts, with OpenAI as tenant.→AMD unveils Helios rack-scale system for frontier AIAMD introduced Helios alongside new data-centre hardware and named OpenAI, Meta, Oracle, Anthropic and Microsoft among planned users. The system is designed to combine large numbers of processors and accelerators for high-scale AI workloads.→Nvidia’s Jetson platform is headed for lunar roboticsLunar Outpost says its next rover will use Jetson chips to process lidar and other sensor data while exploring difficult lunar terrain. The company is evaluating the platform for low-power autonomy in an environment exposed to radiation and extreme temperature changes.→