nvidia

NVIDIA, Siemens, and Synopsys each launched digital twin platforms in March 2026, targeting AI factory simulation, adaptive manufacturing, and automotive electronics virtualization.

Samsung, SK Hynix, and Micron have all confirmed high-volume HBM4 production for NVIDIA's Vera Rubin platform at GTC 2026, with 12-layer stacks delivering 2.8 TB/s bandwidth and 16-layer samples already shipping to customers.

Mistral releases Small 4, a 119B-parameter open-weight model under Apache 2.0, and Forge, an enterprise platform for training custom models on proprietary data, as open-weight AI closes to within three months of frontier systems.

NVIDIA launched IGX Thor at GTC 2026, bringing safety-certified edge AI to factories, hospitals, and rail networks as AT&T, Cisco, and a dozen hardware partners build commercial deployments.

Basecamp Research launches the Trillion Gene Atlas, a two-year initiative to expand known genetic diversity 100-fold by sequencing over 100 million species with partners Anthropic, Ultima Genomics, PacBio, and NVIDIA.

Both GPU makers are shifting mainstream production to 8 GB models as DRAM prices surge 180 percent, MSI calls 2026 its hardest year since founding, and IDC warns the sub-$500 PC market may vanish by 2028.

TSMC and Intel have entered preliminary discussions to form a joint venture that would see TSMC operate Intel's U.S. manufacturing facilities, with the Taiwanese chipmaker holding up to 20 percent and pitching Nvidia, AMD, and Broadcom as co-investors.

Meta has signed a multibillion-dollar deal to lease Google Ironwood TPUs as it diversifies its AI chip procurement beyond Nvidia, while Google targets 10 percent of Nvidia's data center revenue.

NVIDIA announced DLSS 5 at GTC 2026, a real-time neural rendering system that uses generative AI to add photorealistic lighting and materials to game frames, launching fall 2026 for RTX 50-series GPUs.

Teresa Ribera signals the EU will examine every layer of AI infrastructure for competition distortions, from chips to cloud to models.

NVIDIA announced a 2 billion dollar strategic investment in Amsterdam-based Nebius Group, granting the AI cloud provider early access to next-generation Rubin GPUs and Vera CPUs as both companies target over 5 gigawatts of deployed capacity by 2030.

UK-based AI infrastructure hyperscaler Nscale closes a $2 billion Series C at $14.6 billion valuation, adding Sheryl Sandberg and Nick Clegg to its board.