NVIDIA

Recent news

• Jun 17, 2026

  HPE Discover: Neri outlines an AI architecture built for agents

  HPE announced at HPE Discover 2026 in Las Vegas new AI-focused product and platform updates across networking, compute, storage and cloud.

  • Main announcement: HPE detailed cross-portfolio AI updates including new networking hardware (QFX switches, PTX 12,000 with 800G routing, SRX 4700 quantum-safe firewall at 1.44 Tbps, MX 301 edge router), compute (ProLiant DL 394 Gen 12; Private Cloud AI scaling to 256 GPUs with multi-node inference and a three-tier AI Factory), storage (Alletra MPX 10,000 as the Private Cloud AI storage layer with native MCP and Nvidia Certified Storage validation), and cloud/management (HPE CloudOps consolidation and Unleash AI program covering 60+ validated partners).
  • Background and specifics: Announcements include agentic governance (zero-code agent registration, three-tier identity model, Nvidia Open Shell, NeMo Cloud workflows, Zerto rollback), performance claims (AI training with one-quarter the GPUs vs prior Blackwell-generation platform; inference at one-tenth the cost per million tokens; 7 to 12x faster time to value vs custom environments), and an energy warning citing a projected 19 gigawatt U.S. power gap by 2028 and data centers accounting for nearly half of U.S. electricity demand through 2031.
• Jun 15, 2026

  Modular approach can speed data center construction by 30%: Flex

  Flex has promoted a modular approach to data center design and construction to overcome bottlenecks like labor availability, land constraints and long lead times for power and electrical equipment.

  • Main action: Flex advocates a modular architecture (including its “power pod” approach and modular buildings for power, cooling and IT) that it says can reduce on-site testing and cabling by 70% and shorten project timelines by 30%; Flex is working with NVIDIA on “future-proof” designs compatible with 800-volt DC power architecture (NVIDIA says this will be needed as soon as next year).
  • Context and details:J.P. Morgan analysts report 60% of data center projects slated for 2027 have not begun construction; data collected by Heatmap shows at least 20 projects representing nearly $42 billion in investment were canceled in Q1 2026. Reported constraints include limited transformers and power equipment, competition for sites, skilled labor shortages, and strict European building codes that restrict cross-border labor portability.
• Jun 12, 2026

  From Components to AI Factories: Peter Panfil Says the Future of Data Centers Is All About Integration at Scale

  Vertiv’s Peter Panfil presented a keynote at the 2026 7x24 Exchange Spring Conference outlining a vision to treat data centers as integrated “AI factories” that prioritize execution velocity, factory-assembled high-density modules, and outcomes-oriented metrics.

  • Main announcement: Vertiv (Peter Panfil) advocated for integrated, factory-produced HAC “hacks” as repeatable building blocks to accelerate deployment and reduce on-site integration. He noted a rapid module evolution from ~1.5 MW (a year ago) to ~6 MW current modules, with discussions already underway around 12 MW configurations; modules are now being assembled and fully tested in factories (including fluid charging and capacity validation) to enable plug-and-play site installation and faster commissioning.
  • Supporting details: Panfil proposed replacing traditional efficiency metrics with tokens-per-dollar-per-watt (debated/refined to tokens per watt per dollar), emphasized behavioral modeling/digital twins (example: coolant excursion reduced from ~9°C to ~3°C with modest buffering), and highlighted energy strategies including BYOP/on-site generation, UPS smoothing for grid stability, and community acceptance measures (waste heat reuse, grid support).
• Jun 12, 2026 · TechNode Global

  KKR partners KIA, NVIDIA and Vistra to launch $10B AI fund

  KKR, together with the Kuwait Investment Authority (KIA), NVIDIA and Vistra, announced the launch of Helix Digital Infrastructure with more than $10 billion in long-duration capital commitments to finance and deliver hyperscaler AI infrastructure.

  • Main announcement:Helix Digital Infrastructure launched with more than $10 billion in total long-duration capital commitments; anchor investors include KKR, KIA, NVIDIA and Vistra, and Helix will coordinate hyperscalers’ data centers, power, connectivity and related needs as a single strategic partner. Adam Selipsky will serve as CEO and Waldemar Szlezak as Chief Investment Officer; NVIDIA will be a strategic technology partner (NVIDIA DSX) and Vistra the preferred power provider.
  • Background and details: Helix will invest in and manage hyperscale data center development and operations, baseload and flexible power generation, transmission and distribution infrastructure, and fiber/connectivity; KKR supports Helix from its global infrastructure platform (over $100 billion in infrastructure AUM and more than $70 billion invested across digital and power assets). The fund is open to additional eligible institutional investors following closing of founding commitments.
• Jun 11, 2026

  Will Co-Packaged Optics Transform Data Centers?

  This article explains co-packaged optics and assesses practicality and adoption timelines.

  • Explains CPO and current status: The piece describes Co-packaged optics (CPO) as the integration of optical transceivers with processors in very close proximity, and cites claimed benefits of up to 350% power-efficiency gains and up to 1,000% bandwidth increases. It notes that Broadcom has made CPO-capable switches available, hyperscalers like Meta have run experiments, and Nvidia is working on processor-integrated optics (technology still in development).
  • Limitations and implementation details: The article highlights concrete constraints: limited CPO hardware availability, a shortage of lasers affecting production, thermal management challenges from higher power density, maintenance limitations due to integrated transceivers, and proprietary transceiver ecosystems that hinder third-party interchangeability. No firm industry-wide deployment timeline is announced; examples cited are vendor products and hyperscaler experiments.
• Jun 10, 2026

  OpenAI weighs Nvidia-backed lease for 10 GW Ohio data center campus

  OpenAI is reportedly in advanced talks to lease a proposed 10-gigawatt data center campus near Piketon, Ohio, with Nvidia potentially providing hardware and guaranteeing lease and developer financing; the lease would give OpenAI control of computing equipment under a 20-year term and the first phase is expected in 2028.

  • Main announcement: OpenAI is negotiating to lease a 10-gigawatt campus in southern Ohio, control the compute equipment under a 20-year lease, begin payments when the site starts operating, and the first phase is expected in 2028; Nvidia may supply hardware and guarantee OpenAI’s lease obligations and the developer’s financing.
  • Background and details: The campus buildout is reported to cost at least $500 billion at current chip/power/construction prices; the site aligns with a U.S. Department of Energy partnership where SB Energy (SoftBank Group) committed to build 10 GW of new generation (at least 9.2 GW natural gas) plus billions of dollars in transmission infrastructure; the negotiations are reported and remain unresolved on financing, permitting, and timelines.
• Jun 9, 2026 · TechNode Global

  Singapore unveils AI supercomputer to advance climate, healthcare studies

  The National Supercomputing Center Singapore (NSCC) launched ASPIRE 2B, a new national supercomputer to support advanced AI research and high-performance computing.

  • Main announcement: ASPIRE 2B delivers a 100-fold increase in computing capacity over ASPIRE 1, is equipped with more than 1,500 Nvidia H200 GPUs and can deliver up to 115 petaFLOPs; NSCC currently supports ~700 active users and ~9,000 researchers, and plans to integrate a quantum computer later this year to create a hybrid classical/quantum environment.
  • Background and implementation details: The launch is framed under National AI Strategy 2.0 and oversight by the National AI Council (chaired by PM Lawrence Wong); the government has committed more than S$1 billion (≈ $780 million) to support fundamental and applied AI research and talent development, and NSCC has supported >1,500 projects since 2024 including industrial use by Mencast (AI-driven marine propeller design producing >10,000 design variations versus ~20 previously).
• Jun 3, 2026

  New Data Center Developments: June 2026

  Data Center Knowledge has published a monthly roundup of global data center developments.

  • Highlights include: CloudBurst breaking ground on a 1.2 GW flagship campus in Central Texas; Nvidia partnering with IREN to deploy up to 5 GW of global AI infrastructure with Texas’ Sweetwater as a flagship site; Prime Data Centers breaking ground on SMF02 (150,000 sq.ft, 18 MW IT load) in Sacramento; Applied Digital planning Delta Forge 1 — $3.6 billion, 300-acre AI campus in Boyce, Louisiana; Hive Digital/Buzz HPC planning an ~320 MW AI facility in the Greater Toronto Area.
  • Additional concrete items and timelines: SoftBank plans up to €75 billion to develop 5 GW in France (targeting 3.1 GW by 2031); Ardian & Verne’s €5 billion digital campus (500 MW, with 200+ MW by 2030); TotalEnergies’ €100 million Pangea 5 supercomputer investment; Arcem’s Joroinen site delivering 60 MW by 2027 and 100 MW by 2029; CDC Data Centres’ 555 MW contract to be delivered with operations commencing in FY28 and FY29. All items are factual summaries from the article.
• Jun 3, 2026 · TechNode Global

  Singapore-based data center developer BDx secures 1.2 GW of power in Indonesia with state utility PLN

  BDX Indonesia (BDx Data Centers) has announced a strategic partnership with PT PLN (Persero) securing 1.2 GW of total power capacity across its Indonesia portfolio.

  • Main announcement: BDx secured 1.2 GW of power capacity with PT PLN (Persero), including 788 MVA for CGK4 AI Campus (Jatiluhur, West Java), a 60 MVA expansion at CGK3A (Cilandak, South Jakarta), and 385 MVA for CGK5 (Suryacipta, West Java); PLN will execute grid delivery to enable these capacities across Jakarta and West Java.
  • Background and details:CGK4 is described as Indonesia’s first NVIDIA DGX-Ready-certified campus delivering up to 650 MW of renewable-aligned capacity and supporting H100-class GPU deployments; CGK3A provides liquid-cooled, high-density compute for platforms including NVIDIA GB200; BDx operates 18 data centers and 50 edge sites and is backed by I Squared Capital which manages over $60 billion in assets.
• Jun 2, 2026

  Alphabet’s $80B Fundraising Spotlights AI’s Soaring Capital Needs

  Alphabet has announced a planned equity raise of approximately $80 billion to fund AI infrastructure and global compute capacity.

  • Main announcement: Alphabet will raise ~$80 billion in equity to fund capital expenditures to scale AI infrastructure and global compute, including a $10 billion private placement with Berkshire Hathaway (Berkshire to buy $5 billion each of Class A and Class C shares).
  • Background and details: The article cites analysts and industry observers noting dramatically increased data center capex (Google expected to double data center capex this year) and emphasizes that funds are intended for data centers, power delivery, networking, cooling, and AI accelerators; portions of proceeds may also cover employee equity and corporate finance rather than direct buildout.
• Jun 2, 2026

  Alphabet's $80B Raise Highlights AI Infrastructure's Growing Capital Needs

  Alphabet has announced a planned equity raise to fund AI infrastructure expansion.

  • Announcement: Alphabet will raise approximately $80 billion in equity capital to support capital expenditures to scale AI infrastructure and global compute, including a $10 billion private placement with Berkshire Hathaway (Berkshire to buy $5 billion each of Alphabet’s Class A and Class C shares).
  • Context and details: The company cited unprecedented demand exceeding available supply; analysts note Google will double its data center capex this year, potential purchases tied to NVIDIA Rubin-based infrastructure and TPU deployments, and industry constraints across power, cooling, networking, equipment supply chains, and site development.
• Jun 2, 2026

  Fluence to integrate Smartstack into Siemens’ Nvidia AI data centre reference architecture

  Siemens will develop a reference architecture purpose-built for Nvidia AI data centres, collaborating with Fluence and nVent.

  • Main announcement: Siemens has announced a purpose-built reference architecture aligned with Nvidia’s DSX Vera Rubin platform and NVL72 compute, supporting a total facility capacity of 136MW (including a 100MW IT load), 34.5kV utility connections, medium-/low-voltage distribution to rack interfaces, and designed for Tier III concurrent maintainability; Fluence will integrate its Smartstack battery storage and nVent will provide thermal management.
  • Background & commercial context: Fluence reported order intake of US$2.0 billion for H1, a contracted backlog of US$5.6 billion, and reaffirmed full-year revenue guidance of US$3.2–3.4 billion; Fluence has signed master supply agreements with two major hyperscalers and expects to book its first order from one of them in the current quarter.
• Jun 1, 2026

  Powering Prosperity: How Santa Clara Turned Data Centers into Civic Infrastructure

  Santa Clara city leadership frames the city as deliberately reorganized to support dense data center growth and ties that growth directly to municipal services and infrastructure funding.

  • Main action: The City of Santa Clara (Mayor Lisa Gillmor and city officials) has restructured municipal policy and utility planning to prioritize and accommodate high‑demand data center facilities, offering municipal power via Silicon Valley Power, streamlined permitting, zoned industrial land, and explicit revenue-sharing mechanisms (e.g., utility transfer tax) to make the city hospitable to data center growth.
  • Background and specifics:Fiscal and infrastructure details include: the utility transfer tax for FY 2025-26 totals $37.3 million, of which data centers contributed $24.6 million (~60%), a 95% increase since FY 2017-18; data centers have contributed >$3.9 million to affordable housing since 2019 with $1.75 million additional pipeline commitments; Silicon Valley Power is investing approximately $425 million in grid infrastructure; the Climate Action Plan requires 100% carbon‑neutral energy for new data centers and recycled water is used at 31 existing data centers (6 more proposed).
• May 29, 2026

  Data Center Hardware Highlights: June 2026

  Blackstone and Google have launched a $5B TPU infrastructure venture.

  • $5B TPU venture: Blackstone and Google announced a $5 billion partnership to build TPU-focused AI infrastructure, signaling a move toward vertically integrated AI compute financed by private capital. The announcement is the central deal highlighted in May’s coverage.
  • Broader May highlights: Data Center Knowledge reports shifts across the stack in May: AI server vendors moving from silicon to services; Nvidia expanding spending beyond GPUs (including networking, cooling, power) and engaging with Iris Energy’s 5 GW pipeline; AMD posted 57% data center growth tied to accelerators; GPU rental pricing shows early compression; battery storage gains traction as diesel alternatives; and geopolitical risk (notably Iran) threatens PCB supply chains.