Infra, p. 3
Infra
42 stories · page 3 of 5NVIDIA started locking up land, power and buildings the way it used to lock up chips
Jensen Huang announced a partnership with SB Energy for a site in Ohio that will host NVIDIA compute. The tenant is OpenAI. The company calls land, power and shell the next strategic resource.
Read →NVIDIA wants AI factories to move to 800 volts direct current
The bottleneck is not how much power there is but how many times you convert it on the way to the chip. NVIDIA, Google and Microsoft are writing a common standard through OCP; more than 80 manufacturers are already building to it.
Read →NVIDIA is selling compute as infrastructure, not as machines
The goal is over $500 billion of outside capital flowing into AI factories the way it flows into roads and power plants. NVIDIA backstops up to 25 per cent of residual value per project.
Read →NVIDIA brought a 30-billion model down to the home RTX card
Nemotron 3.5 Lightning is an open mixture-of-experts model built to run locally: on an RTX computer, not in someone else's cloud. Alongside it ships NeMo Switchyard, an open router between models.
Read →Mistral promises European compute and a choice of where your data lives
Regional endpoints are now generally available: pick Europe or the US and processing stays there. Alongside comes a European compute programme targeting up to 1 gigawatt by 2030.
Read →AMD agrees to buy Taalas - the company that bakes the model straight into silicon
The agreement was announced on 6 August, but the deal hasn't closed, and no price has been disclosed. Taalas is betting on an extreme idea: the model shouldn't run on a chip - it should be the chip.
Read →The EU opens the call for up to seven AI gigafactories
On July 30 the European Commission launched the tender for building up to seven computing power centers. Public money is 10 billion euro, and the expectation is that private capital will add at least double that. There are no deadlines in the announcement itself.
Read →Rivals on the same team: 40 companies launch an open alliance for AI agent security
On 27 July NVIDIA, Microsoft, IBM, Cloudflare, Hugging Face and over 40 more organizations announced the Open Secure AI Alliance - open technologies and tools for securing software and AI agents. The occasion isn't abstract: the industry still remembers the first major incident with an autonomous agent. The idea is simple - security shouldn't be a trade secret.
Read →NVIDIA showed Vera Rubin: AI hardware that keeps learning nonstop
NVIDIA announced Vera Rubin - a platform for 'continuous post-training' of agentic models, meaning systems that don't stop learning from their own actions after the initial training. The company claims it does the same job with a quarter of the chips compared to the previous generation. The numbers come from NVIDIA. The direction is real though, and everyone paying the AI bill pays for it.
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