Reports
AI-generated structured vendor updates
SK Hynix Jumps to TSMC 3nm for HBM4E Logic Die to Counter Samsung's 4nm Lead
SK Hynix plans to use TSMC's 3nm process for the logic die in its 7th-gen HBM4E, a leap from the 12nm used in HBM4. This aims to reverse the performance gap with Samsung (which used 4nm logic in HBM4) and deliver higher bandwidth and power efficiency for next-gen AI chips like NVIDIA's Vera Rubin Ultra.
NVIDIA Increases Cloud Gaming VR Streaming to 90 FPS
NVIDIA's GeForce NOW cloud gaming service has upgraded VR streaming frame rates to 90 FPS for devices including Apple Vision Pro, Meta Quest, and Pico. The update targets Ultimate members and leverages new RTX 5080-level cloud compute to enhance high-fidelity gaming performance.
CrowdStrike and NVIDIA Integrate AI Agent Security Solution
CrowdStrike integrates Falcon AIDR with NVIDIA NeMo Guardrails to provide end-to-end protection for custom AI agents, from policy setting to runtime monitoring. The solution addresses core risks like prompt injection and data leakage through closed-loop security control.
AMD and Celestica Launch Rack-Scale AI Platform Helios
AMD partners with Celestica to launch Helios rack-scale AI platform, integrating Instinct accelerators and EPYC processors for chip-to-rack optimization. The platform targets AI training and inference workloads with performance and efficiency enhancements for data center and cloud providers.
AMD and Upstage Collaborate on Sovereign AI Infrastructure with MI325X
AMD expands partnership with Upstage to deliver sovereign AI infrastructure using Instinct MI325X accelerators. The solution integrates Solar LLM with optimized ROCm software stack to enhance AI training and inference efficiency, addressing Korea's data sovereignty requirements.
Cisco UCS Integrates NVIDIA Blackwell GPU with Dynamic Resource Pooling
Cisco integrates NVIDIA RTX PRO 4500 Blackwell GPU into UCS platform, supporting deployment from data center to edge. Intersight management enables dynamic GPU resource pooling with real-time PCIe allocation. Validated design blueprints accelerate scalable AI inference and vision AI workloads.
NVIDIA Advances AI Robotics from Simulation to Production
NVIDIA demonstrates a new paradigm for robotics development by unifying simulation and production environments, accelerating industrial automation. The solution integrates AI training frameworks with edge computing architecture, delivering end-to-end development platforms for manufacturing and agriculture.
NVIDIA Launches GRT Platform for Full-Stack Robotics AI Development
NVIDIA launches GRT platform integrating multi-modal AI models including Eureka, VIMA and Octo, with Isaac Lab simulator accelerating reinforcement learning. The platform enables end-to-end development from simulation to physical deployment, shifting robotics development from coding to AI model-driven paradigm.
NVIDIA RTX Workstations Directly Connect to Apple Vision Pro for Enterprise XR
NVIDIA's CloudXR SDK 6.0 enables native direct connection between RTX-accelerated workstations and Apple Vision Pro, eliminating traditional streaming servers. Integrated with Omniverse and OpenUSD workflows, it reduces deployment complexity for enterprise XR applications.
NVIDIA CloudXR Integrates Apple Vision Pro for Enterprise XR Streaming
NVIDIA's CloudXR platform now supports Apple Vision Pro, enabling high-fidelity XR content streaming from cloud or local workstations with RTX GPUs. This addresses mobile headset compute limitations for enterprise applications like industrial design and digital twins.
NVIDIA and Telecom Operators Build AI Grids to Redistribute AI Inference
NVIDIA is partnering with global telecom operators like AT&T and Comcast to transform existing distributed network sites into 'AI Grids' for edge AI inference. This initiative aims to deploy AI compute closer to users and data, reducing latency and cost per token. It represents a strategic shift for telcos from being data carriers to distributed AI computing platforms.
NVIDIA Partners with Telecom Operators to Build Distributed AI Inference Grid
NVIDIA collaborates with telecom operators to transform 100,000 global network sites and 100GW backup power into a distributed AI computing platform for low-latency inference. The AI grid has been validated in IoT and cloud gaming scenarios, achieving sub-500ms latency and 50% cost reduction.
HPE Launches AI Grid with NVIDIA to Unify Distributed Inference Clusters
HPE announced the AI Grid at NVIDIA GTC, an end-to-end solution built on NVIDIA's reference architecture to securely connect distributed AI factories and inference clusters into a single intelligent system. It enables service providers to deploy and operate thousands of edge inference sites, meeting the predictable, low-latency infrastructure requirements of AI-native applications.
HPE Unveils AI Grid Solution for AI WAN Fabric with NVIDIA
HPE announced a collaboration with NVIDIA to launch the AI Grid Solution, securely scaling edge AI. The solution transforms WAN into an AI WAN fabric, connecting distributed inference sites with AI factories for consistent policy and predictable performance. It enables service providers to evolve from connectivity to AI services.
NVIDIA Releases Open-Source Models and NemoClaw Stack for Local AI Agent Deployment
NVIDIA launches Nemotron 3 Super 120B and Nano 4B open-source models, plus NemoClaw software stack optimizing OpenClaw on NVIDIA devices. The stack enables local model deployment for enhanced security, privacy, and cost avoidance. Partners with Unsloth for web interface simplifying model fine-tuning.
NVIDIA cuDF Accelerates Spark Data Processing for Enterprise A/B Testing
NVIDIA accelerates Apache Spark workflows on Google Kubernetes Engine using cuDF GPU DataFrame and CUDA-X libraries, delivering 4x performance gain and 76% cost reduction for Snap. The solution enables code-free migration of Spark applications and processes over 10PB data.
NVIDIA AI Grids: AT&T, T-Mobile Building Distributed AI Platform
NVIDIA at GTC 2026 announced AI Grids strategy, as telecom operators transform network infrastructure into geographically distributed AI inference platforms. Major operators including AT&T, T-Mobile, Comcast, and Akamai participating in building distributed edge AI infrastructure.
Project Rheo: NVIDIA Shifts Robot Training Control from Real Hospitals to Simulation
NVIDIA unveils Project Rheo, a blueprint combining Isaac Sim, GR00T VLA models, and synthetic data generation for hospital robotics. Developers train Physical AI policies in digital twins—loco-manipulation (surgical tray pick-and-place) and precision bimanual tasks (trocar assembly)—with Cosmos Transfer 2.5 for cross-scene generalization.
NVIDIA Partners with Industrial Software Giants to Advance AI in Manufacturing
NVIDIA collaborates with industrial software leaders like Siemens and Ansys to integrate AI into design and manufacturing. Leveraging Omniverse platform and generative AI to accelerate digital-to-physical workflows. Focuses on digital twins and generative AI for product development optimization.
NVIDIA Partners with Industrial Software Giants on AI-Driven Manufacturing Solutions
NVIDIA collaborates with Ansys, Cadence, and Siemens to integrate generative AI and physical AI technologies into product development using Omniverse and AI compute infrastructure. The solutions enable deep integration of digital twins, simulation, and automated design to address industrial efficiency challenges.