Nvidia Tops $40B in AI Equity Bets in 2026
Nvidia has topped $40B in AI equity investments in 2026 — in under 5 months — raising conflict-of-interest questions as it backs the same firms buying its chips. #AI #Nvidia #Tech
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SoftBank, Nvidia in Talks to Build AI Servers in Japan
SoftBank & Nvidia in talks to manufacture AI servers in Japan — a move that could reshape global AI hardware supply chains and diversify production beyond Taiwan. #AI #Nvidia #SoftBank
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Anthropic Secures Access to xAI Supercomputer
Anthropic gains access to xAI’s supercomputer in a compute-sharing deal — two frontier AI rivals bridging resources as GPU capacity becomes a critical competitive factor.
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Nvidia Expands Robotics Ecosystem to Scale Physical AI
Nvidia expands its robotics ecosystem to scale physical AI, pushing beyond data centers into embodied intelligence for manufacturing, warehouses & real-world enterprise deployment. #AI #Robotics #Nvidia
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OpenAI, Tech Giants Unveil Open-Source Protocol to Speed AI Supercomputers
OpenAI & tech giants release MRC, an open-source protocol routing data across hundreds of simultaneous GPU paths. Cuts supercomputer switch layers from 4 to 2 — already live on Stargate.
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Anthropic Secures 220,000 GPUs in Deal to Use xAI’s Colossus Supercomputer
Anthropic secures 220,000+ NVIDIA GPUs via deal with Elon Musk’s xAI to use the Colossus-1 supercomputer in Memphis. Claude Code rate limits are doubling as new compute comes online.
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Nvidia Hits $5 Trillion Market Cap on Record Stock Close
Nvidia hits $5 trillion market cap for the first time after a record stock close, cementing Wall Street’s bet on AI infrastructure as enterprise demand for GPU compute shows no signs of slowing.
