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NVIDIA has assembled a coalition of U.S. manufacturers committing to deploy AI-powered factories on its physical AI stack, positioning itself as the infrastructure layer beneath the robotics transformation reshaping American factory floors.
NVIDIA unveiled Ising, the world's first open-source AI models purpose-built for quantum computing — designed to run on existing GPU hardware without requiring actual quantum computers.
Nvidia and Hyundai are co-developing a $5.9 billion AI and robotics hub in South Korea powered by 50,000 Blackwell GPUs, shifting their relationship from technology supplier to joint innovator.
Nvidia and startup Emerald AI partnered with AES, Constellation, Invenergy, NextEra, Nscale, and Vistra to operate AI data centers as dispatchable grid resources that throttle power consumption in real time — reframing AI infrastructure from grid burden to grid tool.
Google has contracted with SpaceX for access to roughly 110,000 NVIDIA GPUs — one of the largest inter-company compute deals of 2026, signaling hyperscalers are willing to source external capacity amid supply constraints.
At the world's largest industrial trade fair, NVIDIA and Hexagon Robotics demonstrated AI-native manufacturing tools that compress robot deployment timelines from months to days.
Nine in ten retailers plan to grow their AI budgets in 2026, with agentic AI the fastest-growing deployment category — but more than half of consumers still describe shopping experiences as generic.
NVIDIA unveiled Cosmos 3 and physical AI agent frameworks at CVPR 2026, positioning embodied intelligence as the next compute platform after LLMs — with direct implications for autonomous vehicle and robotics development.
NVIDIA released an open Physical AI Data Factory Blueprint that lowers the cost of generating synthetic training data for robotics, vision AI, and autonomous vehicles — and positions Omniverse as the default physical AI infrastructure.
A 2026 NVIDIA survey finds AI deployments generating measurable returns across radiology, pathology, and drug discovery as clinical adoption crosses from pilots into sustained enterprise deployment.
Generalist AI closed a $400 million round at a $2 billion valuation — backed by NVIDIA, Bezos, and Fei-Fei Li — to build foundation models that run across any type of robot hardware.
NVIDIA joined Ericsson, Nokia, T-Mobile, and nine other global telcos to commit to building 6G on AI-native open platforms — a decision that will shape wireless infrastructure for the 2030s.
Alphabet briefly overtook Nvidia in market capitalization this week, capping a 160% stock rally as investors concluded that owning the entire AI stack is worth more than dominating any single layer.
NVIDIA's Omniverse platform is now powering factory digital twins and autonomous robotics at Foxconn, Toyota, TSMC, Caterpillar, and Lucid Motors — the most concrete test yet of physical AI in American manufacturing.
NVIDIA has launched a sweeping partnership initiative to deploy AI-driven factories across the U.S., framing the push as reindustrialization — not just automation.
NVIDIA and Emerald AI are building data centers engineered to scale compute loads up or down on grid operator command, turning AI's electricity appetite into a grid stability tool.
Huawei expects its Ascend AI chip line to hit $12 billion in 2026 revenue as DeepSeek V4 drives mass orders from Alibaba, ByteDance, and Tencent — and Huawei closes in on 60% of China's domestic AI chip market.
Recursive Superintelligence, a 20-person London lab founded by ex-DeepMind and OpenAI researchers, raised $500M from Google GV and Nvidia at a $4B valuation — to build AI that designs, trains, and evaluates AI without human researchers in the loop.
Siemens and NVIDIA are building what they call the world's first fully AI-driven industrial operating system — starting with Siemens' Erlangen factory — with plans to replicate the model globally.
A new NVIDIA survey finds 89% of financial services firms plan to increase AI investment over the next 12 months, up from 65% last year, as the industry shifts from experimental pilots to measurable returns.