NVIDIA

Recent news

• Oct 20, 2026

  Another Data Center IPO Fizzles as Investor Appetite Wanes

  Elice has completed its IPO and reported a weak first-day trading performance, while the article also cites broader investor caution across AI/data-center listings.

  • Elice raised 201 billion Korean won (US$150 million) in its debut and fell 32% on its first day of trading before closing slightly higher.
  • The company said IPO proceeds will fund data centers in South Korea and possible expansion to the US, Japan, and Singapore; the article also references other delayed or withdrawn listings including Firmus ($5 billion IPO), PLDT’s data center REIT IPO, and AirTrunk’s $1.5 billion Singapore REIT.
• Oct 20, 2026

  Mercedes-Benz and Nvidia extend strategic technology partnership

  Mercedes-Benz has announced an expansion of its technology partnership with Nvidia to jointly develop next-generation advanced driver-assistance and autonomous driving systems for vehicles using MB.OS.

  • Mercedes-Benz vehicles will use Nvidia Hyperion in-vehicle compute platform and sensor architecture, plus the Alpamayo full-stack software platform with AI reasoning capabilities to support SAE Level 4 automated driving.
  • Mercedes-Benz also said it is using Nvidia Halos safety system and Nvidia engineering simulation tools in its Mercedes-Benz Cars Operations 360 (MO360) data platform to support digital twins, manufacturing planning, and production efficiency across its global network.
• Oct 20, 2026

  Nvidia CEO Urges German Manufacturers to Adopt AI

  Nvidia CEO Jensen Huang urged German manufacturers to adopt AI during a discussion with Chancellor Friedrich Merz at an investment conference in Berlin.

  • Huang said Germany should use its manufacturing data and expertise to “re-engineer” its business model, and described AI as the next wave of physical AI for robotics, manufacturing, cars, and heavy industry.
  • The article frames the remarks as commentary on Germany’s economic challenges, including high energy prices, competition from China, red tape, and Europe’s lag in building data centers and protecting sensitive data from U.S. legal exposure.
• Oct 19, 2026

  Nscale Loses Microsoft Deal as Power Delays Threaten AI

  Microsoft has terminated its contract for Nscale’s planned AI data center in Loughton, England, after delays to the site’s expected power connection.

  • Nscale announced the Loughton project in 2025 as a 50 MW campus that could scale to 90 MW, with plans to deploy 23,040 Nvidia GB300 GPUs for Microsoft Azure; a company spokesperson confirmed Microsoft ended the contract.
  • UK Power Networks reportedly told Nscale it could not supply enough electricity until the early to mid-2030s, well after the planned opening; Nscale said it remains committed to the site and is exploring alternative power sources, while the article notes no disclosed financial consequences tied to the termination.
• Oct 15, 2026

  OPC Global Summit: News spans AI-optimized hardware, cooling equipment

  The article summarizes announcements made at the OCP Global Summit in San Jose, California, by multiple companies on AI data center hardware and infrastructure. It is a news roundup/commentary piece, not a standalone primary announcement.

  • Nvidia submitted Vera Rubin rack and compute tray designs to the Open Compute Project via its MGX architecture, aiming to give suppliers a shared design foundation for AI systems; the designs are liquid cooled with no fans or cabling.
  • Arm published a white paper on evaluating CPU performance in agentic AI systems, Kioxia unveiled LD4 Series SSDs for hyperscale and high-density servers and said they are sampling to select customers, Cooler Master highlighted a 2,500 kW liquid-to-liquid CDU with mass production targeted for Q4 2026, and Flex expanded its modular data center portfolio with 800 VDC power racks and liquid cooling, with its cloud and power infrastructure business planned to spin off as Axiom Solutions International in Q1 2027.
• Oct 13, 2026

  NetBox Labs adds network design templates and AI agents to streamline infrastructure operations

  NetBox Labs has announced new capabilities for its Infrastructure Intelligence Platform at NetBox Evolve, the company’s first conference, and also announced partnerships with Nvidia and Grafana Labs.

  • NetBox Designs, NetBox Analytics, NetBox Agents, and a fully managed NetBox Platform MCP Server were introduced as new capabilities for the platform.
  • The conference was held at Kennedy Space Center, Florida; Nvidia now integrates with NetBox as a native source of truth for Nvidia Configuration Manager in Nvidia DSX OS, and Grafana Labs released an official NetBox plugin in the Grafana catalog.
  • NetBox Labs said it is the commercial steward of NetBox, used by more than 10,000 organizations, and noted the company was spun out of NS1 after IBM acquired NS1 in 2023.
• Oct 13, 2026

  Cisco, Nvidia push ultra-dense networking for Ethernet AI fabrics

  Cisco and Nvidia have announced a new Ultra-Dense Small Form Factor Pluggable (USFP) optical module and a related open industry specification effort for AI fabrics.

  • The USFP module was introduced at the Open Compute Project (OCP) Global Summit 2026 and is designed to support 400 Gb/s-per-lane electrical signals, scaling to 12.8T capacity and improving bandwidth density for Ethernet AI fabrics.
  • Cisco said the technology preserves field serviceability and familiar deployment practices; Cisco and Nvidia also plan to create an open industry specification through a community-led multi-source project. Cisco separately announced the Silicon One G302 top-of-rack switching chip, with 102.4T capacity, direct-to-chip liquid cooling integration, and shipping planned before the end of 2026.
• Oct 13, 2026

  Microsoft Pushes Custom AI Chips with Azure Maia 300

  Microsoft has announced Maia 300 and said Maia 200 is now in production, while also outlining plans to scale the Azure Maia family to multi-gigawatt deployments in 2027.

  • Maia 300 is Microsoft’s third-generation in-house AI accelerator; it is planned for production in 2027 and is designed for inference-first workloads including long-context and memory-intensive AI tasks.
  • Maia 200 is already deployed across Microsoft data centers in the US, Europe, and Australia, powers Copilot and other cloud services, and is expected to extend to GitHub Copilot and Microsoft Foundry by the end of the year; Microsoft says it delivers up to 1.7x more tokens per watt than leading GPU infrastructure and Maia 300 could deliver 40% more tokens per megawatt and up to 7x rack-scale throughput versus Maia 200.
• Oct 13, 2026

  AMD unveils Helion as agentic AI fuels demand for data center CPUs

  AMD has announced Helion, an open blueprint for AI data center racks designed to give CPUs a larger role in AI agent workloads and to let customers configure GPU resources around inference needs.

  • The architecture is based on Open Compute Project (OCP) specifications and supports CPU-only racks with sixth-generation EPYC processors and up to 32,768 cores, as well as enterprise racks with up to 16 Instinct MI350P GPUs.
  • AMD cited up to 102 Tbps networking bandwidth as a planned rack capability, said Helion supports air and liquid cooling, and plans to contribute the specification to OCP; partner-developed rack configurations are expected in November 2026.
  • Infrastructure vendor support statements were published from Cisco, Dell Technologies, HPE, and Lenovo; analysts said the design could improve CPU/GPU scaling and challenge Nvidia, but noted software maturity, ROCm compatibility, network latency, and total cost of ownership remain key hurdles.
• Oct 13, 2026

  Trump Honors Microsoft’s CEO After Vance Drops an H-1B Visa Hammer on the Company

  The White House honored major technology leaders while Vice President JD Vance separately criticized Microsoft over H-1B visa use and said the company was being suspended from a program for skilled foreign workers.

  • JD Vance said Microsoft had abused the visa system, citing 6,000 U.S. worker layoffs last year alongside 6,300 H-1B visas and almost 3,000 green cards; Microsoft said most H-1B applications were to extend or change status for existing employees.
  • President Donald Trump awarded the National Medal of Technology and Innovation to Satya Nadella and gave National Medal of Science awards to Elon Musk, Sergey Brin, Jensen Huang, and Lisa Su; he also praised AI and data center investment as helping the U.S. economy.
• Oct 9, 2026

  How AI’s productivity boom could rewrite the rules of work

  Amazon founder Jeff Bezos said AI productivity could reshape work patterns and hiring, while also noting investor risks from the rush into AI ventures.

  • Bezos said AI could enable a three-day workweek or single-income households as workers may need fewer hours and some may exit the workforce if they no longer need a second income.
  • The article also notes Amazon plans to spend more than $200 billion on capital expenditures in 2026, largely for data centers, and that it has cut about 30,000 corporate positions since late 2025; Blue Origin is pursuing data centers in space.
• Oct 9, 2026

  Speed Bumps Slow Asia-Pacific’s Data Center Gold Rush

  This article reports on a series of setbacks in Asia-Pacific data center expansion, led by the collapse of Firmus’ planned AU$7.1 billion IPO and the delay of PLDT’s data center REIT listing until 2027.

  • Firmus withdrew its ASX listing application and said it would pursue up to $3 billion in private fund-raising after its planned AU$7.1 billion (US$4.97 billion) IPO struggled to attract investors at around AU$11 per share.
  • The article also notes related sector pressure: CDC Data Centers had already dumped Firmus from a joint AI infrastructure project; PLDT pushed its Vitro REIT IPO to 2027; and regulators in Indonesia, Thailand, and Malaysia are tightening scrutiny over 640MW of halted capacity, 166 data center projects, and rising power demand.
• Oct 9, 2026

  Oracle reportedly lands $7B GPU deal for Tencent

  Oracle and Tencent are reported to have signed a five-year AI cloud computing agreement. - Oracle would provide Tencent access to roughly 100,000 advanced AI accelerators in Oracle data centers across Southeast Asia; the reported contract value is $7 billion and Tencent would pay about 30% upfront. - The report says neither company has publicly confirmed the deal or named the processors, while U.S. export-control concerns are highlighted because remote access to chips in third countries may create a policy loophole.

• Oct 9, 2026

  EXCLUSIVE: Ecosia founder clarifies move away from Mistral – It’s about open models, not China

  Ecosia has said it is shifting from Mistral to more affordable, energy-efficient open AI models, with founder and CEO Christian Kroll clarifying that the move is about open models and European infrastructure rather than Chinese technology.

  • Ecosia expects to use Melious.ai in future; Kroll said the German platform offers high-quality, affordable AI inference powered by green electricity and that Ecosia can switch models for sensitive topics such as Taiwan.
  • The article also references Mistral AI’s recent financing: €3 billion Series D in September 2026, €722 million debt financing in March for a first large-scale data centre near Paris, and a €1.7 billion Series C in September 2025; Ecosia itself has largely grown without external financing and adopted steward-ownership in 2018.