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NVIDIA and Microsoft Announce RTX Spark for Windows PCs, Preview DGX Station for Windows
At a Microsoft Windows AI and Surface event in San Francisco on October 7, 2026, NVIDIA CEO Jensen Huang and Microsoft CEO Satya Nadella announced RTX Spark laptops and compact desktops, with laptop preorders opening the same day and shipments beginning October 16; compact desktops will be available in November. Microsoft announced general availability of Microsoft Execution Containers (MXC), OS-level infrastructure for running AI agents securely on Windows. NVIDIA also previewed DGX Station for Windows, the fir...
NVIDIA Launches Open Agent Safety Platform With OpenShell and Sentry Components
NVIDIA announced the NVIDIA Open Agent Safety Platform, an open software platform and reference system design intended to strengthen AI agent security from testing through deployment. The platform consists of NVIDIA OpenShell open-source runtime software that runs on NVIDIA Vera CPUs and the NVIDIA Sentry reference design that runs on NVIDIA BlueField-4 DPUs as an out-of-band watchdog. The announcement notes that over 100 organizations, including Anthropic, Cisco, CrowdStrike, Dell Technologies, Figure, HPE, Hug...
NVIDIA Outlines Vera Rubin NVL72 and DSX Platform Energy Efficiency Gains at AI Infra Summit
NVIDIA used the AI Infra Summit on September 15, 2026 to highlight Vera Rubin NVL72 and DSX platform efficiency results. New disclosures include up to 40% more GPU capacity within the same megawatt budget via DSX MaxLPS, up to 35x higher token throughput per megawatt versus GB200 NVL72 when combined with Groq 3 LPX for 2-trillion-plus-parameter models, and up to 30x higher throughput per megawatt than GB300 NVL72 on SemiAnalysis AgentX. Lambda reported a 23% performance-per-watt improvement and 24% higher cluste...
AWS and NVIDIA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AI
Amazon Web Services (AWS) and NVIDIA announced a major expansion of their strategic collaboration, with plans to deploy 2 million additional NVIDIA GPUs across AWS's global infrastructure during 2027-2028. The expansion builds on a prior announcement at NVIDIA GTC 2026, where AWS had announced plans to add more than 1 million NVIDIA GPUs starting in 2026; the companies state demand has exceeded those expectations. The collaboration also extends to NVIDIA Vera CPU-based infrastructure, NVIDIA NVLink Fusion with c...
NVIDIA Expands NVLink Fusion With NVHBM Custom High-Bandwidth Memory
NVIDIA announced an expansion of NVLink Fusion with NVHBM, a next-generation high-bandwidth memory technology for XPUs that integrates NVIDIA's custom memory controller into the HBM base die. Amazon's Annapurna Labs is the first collaborator on NVHBM and will support NVLink Fusion with its next-generation Trainium chips starting with Trainium4. No financial impact or guidance was disclosed.
NVDA filed its 10-Q; the most relevant disclosure change is added Senior notes issuance: In June 2026, NVIDIA issued an aggregate $25.0 billion of senior unsecured notes across seven tranches (2028, 2029, 2031, 2033, 2036, 2046, 2056) for general corporate purposes, bringing long-term debt to $32.4B from $7.5B at fiscal year-end 2026. Customer concentration: Direct customer (anonymized) represented 16% of revenue; Direct customer A represented 16% of revenue.
NVIDIA Announces Jetson Orin Nano 2 Robotics Computer for Entry-Level Edge AI
NVIDIA announced Jetson Orin Nano 2, a new robotics computer for entry-level edge AI and physical AI applications, on August 25, 2026. The module delivers 2x the inference performance of its predecessor (Jetson Orin Nano Super) in the same form factor and consumes 40% less power at the same performance in 15-watt mode. The Jetson Orin Nano 2 module and developer kit are expected to be available in the first half of 2027. Cognex, Doosan Bobcat, Matic and Wing are among the first adopters exploring the new platfor...
SpaceXAI to Deploy NVIDIA Vera CPUs and Vera Rubin NVL72 for Grok and Orbital AI Compute
NVIDIA announced on August 24, 2026 that SpaceXAI will deploy NVIDIA Vera CPUs to accelerate next-generation agentic AI workloads and will expand its AI infrastructure behind Grok on the NVIDIA Vera Rubin platform as it scales toward gigawatts of computing capacity. SpaceXAI also disclosed plans for a first-generation Starmind AI satellite based on an optimized NVIDIA Vera Rubin NVL72 rack-scale system. No transaction value, purchase amount, or revenue impact was disclosed in the announcement.
NVIDIA Groq 3 LPX in Full Production as Inference Accelerator for Agentic AI
NVIDIA announced that NVIDIA Groq 3 LPX, an interactive AI inference accelerator, is now in full production as an extension of the NVIDIA Vera Rubin platform for ultrafast token generation in agentic systems. Groq 3 LPX delivered a record 3,400 output tokens per second in Artificial Analysis benchmarking on Gemma 4 31B with a 100,000-token context, and is described as 4x faster than the nearest alternative platform for agentic and latency-sensitive workloads. Nebius is the first AI cloud to adopt Groq 3 LPX via...
NVIDIA Extends Vera Rubin Inference With Groq 3 LPX in Production, Spectrum-X Multiplane, NVLink Fusion, and Scale-In
NVIDIA announced it has extended the Vera Rubin NVL72 platform with new products and partnerships unveiled at the Hot Chips conference. The NVIDIA Groq 3 LPX is now in full production and, in an Artificial Analysis benchmark with Gemma 4 31B, delivered 3,400 output tokens per second on 100,000-token long-context workloads — 4x faster than the nearest alternative platform. Industry partners including SpaceXAI, CoreWeave, and Nebius have announced adoption of Vera Rubin platform solutions, Spectrum-X Multiplane, a...
NVIDIA Blog: NVLink Fusion Connects Custom XPUs to NVIDIA AI Infrastructure
NVIDIA blog post dated August 24, 2026 describes NVLink Fusion, a semi-custom AI factory offering that connects hyperscaler and AI-native custom XPUs into NVIDIA's scale-up NVLink domain. The post cites technical performance claims versus off-the-shelf Ethernet and PCIe but discloses no financial figures, revenue impact, or guidance. The article is a product and ecosystem update; an NVIDIA GTC Berlin event (October 20-22) is referenced in the page footer.
NVIDIA Partners with SB Energy on PORTS-Pike AI Factory Campus in Ohio; OpenAI Named Tenant
NVIDIA announced a partnership with SB Energy to secure land, power and shell (LPS) capacity at the PORTS-Pike Technology Campus in Portsmouth, Ohio, with OpenAI named as the tenant. The initial deployment is expected to provide 4.25 gigawatts of AI factory capacity, with each generation of NVIDIA systems at the site representing approximately 1.5 million NVIDIA GPUs and approximately $150 billion to $200 billion in NVIDIA revenue over a 20-year term. NVIDIA is supporting approximately 4 gigawatts of LPS infrast...
NVIDIA Announces Partnerships With Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to Mobilize Over $500 Billion in Third-Party Capital for AI Factory Buildout
NVIDIA announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to establish independent financing platforms designed to mobilize over $500 billion of third-party capital over time to support AI infrastructure buildout. The capital is third-party institutional financing, not NVIDIA revenue, and the financial institutions will independently underwrite each project, including customer, demand, utilization, cash flow and residual value. NVIDIA may provide a residual-value support...
NVIDIA Announces Nemotron 3.5 Lightning Open Model and NeMo Switchyard Routing Library
NVIDIA announced Nemotron 3.5 Lightning, an open-weights 30B mixture-of-experts model designed for fast, specialized agentic tasks running locally. The company also released NeMo Switchyard, an open source routing library that automatically directs each step of an agent workflow to the best-fit model based on accuracy, speed and cost. Both products are available across NVIDIA RTX PCs, DGX Spark, OEM GB10 systems, Jetson, RTX PRO workstations, DGX Station and GB300 deskside systems, data centers, and cloud enviro...
SK Group and NVIDIA Announce $500-Billion-Plus Partnership for AI Factories and Next-Generation Memory
SK Group and NVIDIA announced plans for a $500-billion-plus comprehensive partnership to establish AI infrastructure, signing letters of intent at an AI Summit in San Francisco on July 24, 2026. The collaboration includes SK Telecom building a 2-gigawatt NVIDIA Vera Rubin DSX AI Factory in Korea, with the first AI factory planned to come online in 2027. NVIDIA and SK hynix also entered a long-term AI memory partnership to secure and codevelop next-generation memory, including HBM4.
Wistron Opens Fort Worth Advanced Manufacturing Plant to Produce NVIDIA AI Systems
Wistron opened its first U.S. manufacturing facility, a 324,000-square-foot plant in Fort Worth, Texas, producing NVIDIA GB300 Grace Blackwell Ultra Superchips and preparing to produce NVIDIA Vera Rubin Superchips. The facility represents a $700 million combined investment in advanced U.S. manufacturing, has created over 500 new jobs with plans to expand to 1,000 by year-end, and is scaling to produce tens of thousands of boards per month. NVIDIA stated the Fort Worth plant is part of its previously disclosed co...
NVIDIA Vera Rubin Platform Ramping Into Full Production With 300+ Global Partners
NVIDIA's Vera Rubin NVL72 rack-scale AI platform is ramping into full production with partners including CoreWeave, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure and Mistral deploying systems across 350+ factory sites in 30 countries. CoreWeave's DeepSeek-R1 benchmark showed 10x more tokens per megawatt than Grace Blackwell NVL72, and Google Cloud's new A5X instance built on Vera Rubin NVL72 delivers up to 10x lower inference cost per token and 10x higher token throughput per megawatt than the prior...
NVIDIA Spectrum-6 102.4Tb/s Ethernet Switch Debuts in Gigascale AI Factories, Built for Vera Rubin Platform
NVIDIA announced that its next-generation Spectrum-6 Ethernet switch is arriving in gigascale AI factories as part of the NVIDIA Vera Rubin platform. Spectrum-6 delivers 102.4 terabits per second of switching capacity, 2x the capacity of the previous generation, and pairs with the NVIDIA ConnectX-9 SuperNIC to form the next generation of NVIDIA Spectrum-X Ethernet. CoreWeave, Microsoft, Nebius, SpaceXAI and Tesla are disclosed as early adopters.
NVIDIA Announces Graphics, Simulation and Physical AI Products at SIGGRAPH 2026
NVIDIA announced graphics, simulation and physical AI products at the SIGGRAPH conference running through July 23, 2026 in Los Angeles, with the NVIDIA keynote held on July 20, 2026 at 3:45 p.m. PT. Announcements include the Synthetic Video Detector NIM microservice for AI-assisted video verification, the Cosmos 3 Edge 4-billion-parameter world model for on-device physical AI, and NemoClaw agent blueprints running on DGX Station with the NVIDIA Agent Toolkit. The company also presented 21 technical papers coveri...
NVIDIA Partners with Noetra Corp. and Japan to Launch First National AI Infrastructure
NVIDIA announced it is working with Noetra Corp. to build an NVIDIA Vera Rubin AI factory for Japan's national physical AI infrastructure, supported by Japan's Ministry of Economy, Trade and Industry (METI). The AI factory will use 13,750 NVIDIA Vera CPUs and 27,500 NVIDIA Rubin GPUs, architected with NVIDIA Vera Rubin NVL72 racks on the NVIDIA DSX platform, and will deliver 140 megawatts of data center capacity connected via NVIDIA Spectrum-X Ethernet networking. The infrastructure will provide the computing fo...