Tags: Vera Rubin

Nvidia’s GTC keynote highlighted the company’s expanding AI ecosystem. CEO Jensen Huang introduced a partnership with Disney that produced an Olaf robot, announced a new agentic AI toolkit called NemoClaw, and teased a space‑based data‑center concept named Vera Rubin. The presentation emphasized the growing importance of inference workloads, showcased upcoming AI‑powered features for games, and hinted at future chip developments. These moves illustrate Nvidia’s strategy to dominate both the hardware and software layers of the AI market while exploring novel applications such as robotics and off‑planet computing. Weiterlesen

Meta has entered a five‑year AI infrastructure agreement with Dutch neocloud operator Nebius Group valued at up to $27 billion. The deal expands an existing partnership and will see Nebius deliver $12 billion of dedicated compute capacity built around Nvidia’s next‑generation Vera Rubin chips, with Meta eligible to purchase an additional $15 billion of capacity from future Nebius clusters. The agreement follows Nvidia’s $2 billion strategic investment in Nebius and represents a major step for both companies as Meta pursues aggressive AI spending and Nebius cements its role as a specialist AI‑native cloud provider. Weiterlesen

AMD and OpenAI have entered a multi‑year agreement that lets OpenAI buy up to 160 million AMD shares at a nominal price while securing a substantial supply of AMD AI chips. The deal adds roughly 6 gigawatts of AMD‑based compute capacity to OpenAI’s growing AI infrastructure, complementing its existing relationships with Nvidia and its own silicon efforts. Industry sources say the partnership does not alter OpenAI’s broader compute strategy, including its work with Microsoft and Broadcom. Weiterlesen