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NVIDIA announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to establish financing platforms that could mobilize over $500 billion for AI infrastructure, positioning AI factories as a new investable asset class.
NVIDIA and partners are promoting 800 VDC power architecture to improve efficiency and density for AI data centers, with new power racks and open standards for hybrid and full DC facilities.
NVIDIA announces the Spectrum-6 102.4-terabit-per-second Ethernet switch system, built for the Vera Rubin platform, arriving in gigascale AI factories. It offers 2x capacity over previous generations and is being adopted by major AI infrastructure builders to accelerate training and inference.
Nations are investing in domestic AI infrastructure, including AI factories and localized foundation models, to drive economic growth, cultural preservation, and national security. The article outlines key ingredients for a national AI strategy, emphasizing the importance of AI-ready workforces and sovereign data.
NVIDIA announces a new business model to provide AI compute at scale through partnerships with AI clouds, enabling faster access to infrastructure via revenue-sharing and credit support.
NVIDIA's full-stack inference software, codesigned with hardware, has reduced token costs by up to 5x on the Blackwell platform in just one month, enabling lower cost per token for AI factories. Companies like Baseten, Cognition, Deep Infra, and Together AI are using the stack to optimize inference performance.
FERC's large-load interconnection actions aim to speed grid connections for AI factories and data centers, improving affordability and reliability.
France is advancing its AI infrastructure with NVIDIA technologies, including new data centers from Mistral, Blackwell-based instances from Scaleway, and manufacturing of Vera Rubin NVL72 systems in Europe, alongside open model development tailored to local needs.
Yahoo Finance reports on Nvidia CEO Jensen Huang's long-term vision for the company over the next decade, as Nvidia and Supermicro advance turnkey AI Factory infrastructure built on Blackwell systems.