#nvidia-partnership
#nvidia-partnership

2 days ago

Live: Will Oklo Smash Q1 Earnings Tonight?

Oklo heads into Q1 2026 results with major regulatory progress and NVIDIA collaboration, while remaining pre-revenue and reliant on Atomic Alchemy revenue timing.

Business

3 days ago

JPMorgan Hikes IREN Price Target to $46 but Stays Underweight on Circular NVIDIA Deal Concerns

Price target for Iren was raised to $46 from $39 while maintaining an Underweight rating due to concerns about the NVIDIA partnership’s circular structure and uncertain GPU access.

IREN Jumps 7% on $3.4 Billion NVIDIA AI Cloud Deal, $2.1 Billion Share Investment Option

A $3.4 billion NVIDIA AI Cloud contract and a $70 equity option drove a major IREN stock surge, reframing the company as AI infrastructure.

European startups

HPE adds Blackwell, Rubin systems to Nvidia-backed AI push

HPE expands AI portfolio with Nvidia Blackwell and Rubin GPUs, launches sovereign AI factories in Europe and US, and achieves first Nvidia-Certified Storage validation for object storage.

Artificial intelligence

Palantir aims to help energy companies meet AI power crunch

Artificial intelligence

Nvidia, Cisco look to deepen AI innovation across 6G, telecoms | Computer Weekly

fromIT Pro

Artificial intelligence

Dell Technologies just announced a major data platform overhaul - here's what customers can expect

9 months ago

Tech industry

Nebius Group (NBIS): Is $84 Wishful Thinking or a Future Reality

6 days ago

IREN Jumps 7% on $3.4 Billion NVIDIA AI Cloud Deal, $2.1 Billion Share Investment Option

A $3.4 billion NVIDIA AI Cloud contract and a $70 equity option drove a major IREN stock surge, reframing the company as AI infrastructure.

European startups

HPE adds Blackwell, Rubin systems to Nvidia-backed AI push

HPE expands AI portfolio with Nvidia Blackwell and Rubin GPUs, launches sovereign AI factories in Europe and US, and achieves first Nvidia-Certified Storage validation for object storage.

Artificial intelligence

Palantir aims to help energy companies meet AI power crunch

Artificial intelligence

Nvidia, Cisco look to deepen AI innovation across 6G, telecoms | Computer Weekly

fromIT Pro

Artificial intelligence

Dell Technologies just announced a major data platform overhaul - here's what customers can expect

9 months ago

Tech industry

Nebius Group (NBIS): Is $84 Wishful Thinking or a Future Reality

more#ai-infrastructure

NVIDIA and Bolt team up for European robotaxis

NVIDIA and Bolt partnered to develop autonomous vehicles using NVIDIA's technology stack, with Bolt providing valuable European driving data to train AI models for safe autonomous mobility services.

Artificial intelligence

Oxa gains more mileage from Nvidia for autonomous vehicles | Computer Weekly

European startups

fromwww.engadget.com

NVIDIA and Bolt team up for European robotaxis

NVIDIA and Bolt partnered to develop autonomous vehicles using NVIDIA's technology stack, with Bolt providing valuable European driving data to train AI models for safe autonomous mobility services.

Artificial intelligence

Oxa gains more mileage from Nvidia for autonomous vehicles | Computer Weekly

more#autonomous-vehicles

fromTechCrunch

Memories.ai is building the visual memory layer for wearables and robotics | TechCrunch

AI is already doing really well in the digital world, what about the physical world? AI wearables, robotics need memories as well. ... Ultimately, you need AI to have visual memories. We believe in that future.

Wearables

Business

Coherent Joins the S&P 500 Soon: Buy the Dip Before the Index Funds Have To?

Coherent joins the S&P 500 on March 23, 2026, creating a mechanical buying catalyst despite recent 18.5% pullback from all-time highs, with strong fundamentals driven by Nvidia's $2 billion investment and 34% year-over-year data center revenue growth.

Serve Robotics Up 13%: NVIDIA Loves It, Analysts See 67% More Upside

Serve Robotics surged 13% after beating Q4 revenue expectations and raising 2026 guidance to project 10x year-over-year growth, driven by rapid fleet expansion from 100 to 2,000 robots across 20 U.S. cities.

Coherent CEO says NVIDIA supply deal is 'multibillion dollar' and stretches to end of decade

NVIDIA's multibillion-dollar long-term supply agreement with Coherent through decade's end represents a structural shift embedding Coherent deeply in AI infrastructure, centered on silicon photonics and optical interconnects technology.

Business

Carrier CEO: North American Data Center Orders Surged 400% in Q4

Carrier Global's data center cooling business surged 400% in Q4 2025, driven by AI infrastructure demand, reaching $1 billion in revenue with guidance for $1.5 billion in 2026.

Information security

fromChannelPro

HPE selects CrowdStrike to safeguard high-performance AI workloads

CrowdStrike's Falcon platform will integrate with HPE Private Cloud AI through Unleash AI to provide unified protection for AI workloads across hybrid and multi-cloud environments.

Science

fromFortune

Quantum computers could be powerful enough to decrypt Bitcoin sometime after 2030, CEO of Nvidia's quantum partner says | Fortune

Fault-tolerant quantum computers could break Bitcoin security by solving mining or brute-forcing wallets shortly after 2030.

Dell expands AI lineup with new servers and storage

Dell enhances its enterprise AI stack with integrated Nvidia partnerships, automation software, storage inference integration, and new purpose-built servers to simplify AI deployment.

fromBusiness Insider

Nvidia teams up with a Goldman-backed startup to tackle a major pain point in AI adoption

PaletteAI, developed by Spectro Cloud with Nvidia, can raise GPU utilization from about 30% to 60%, doubling efficiency and reducing wasted computing power.

fromFortune

Intel CFO says CEO Lip-Bu Tan is big on balance sheet discipline as U.S. and Nvidia funding accelerate turnaround | Fortune

Intel is pursuing a turnaround leveraging government funding, major private investments, and a partnership with Nvidia to regain competitiveness in AI chips.

Intel's 3Q Takeaways: NVIDIA Partnership, Government Cash, and What It Means for the Future

Intel is pivoting toward AI collaboration with NVIDIA, building foundry momentum, and improving financials through execution and cost control.

Already Up 322%, Can CoreWeave Hit $400 by 2028?

CoreWeave started life in 2017 as Atlantic Crypto, mining Ethereum with racks of GPUs, but the real acceleration hit in 2024, driven by deals with AI labs and enterprises needing scalable compute without building their own data centers. Revenue jumped from $229 million in 2023 to $1.9 billion. The March IPO priced at $40 per share but debuted flat at $23 billion valuation amid market jitters. Shares bottomed at $33 in April before rocketing 322% on AI hype, peaking at $187 per share in June.

Artificial intelligence

Intel reportedly asking ex-flame Apple to invest

Intel is courting Apple as an investor and potential contract-manufacturing customer amid other major investments and partnerships to revive its chip business.

fromKqed

Nvidia, California College of the Arts Enter Into Partnership | KQED

"For an education institution, we see AI as a material that can be shaped,"

Artificial intelligence

Portland

fromPortland Mercury

9 months ago

Good Morning, News: A Police Standoff at a Local Target Store, Why Kotek Gave $10M to an AI Company, and Stephen Colbert Tells Trump: "Go F*ck Yourself"

Oregon is investing in partnerships for AI education while emphasizing responsible technology use.