GTC 2026 - Page 17

Bitdeer AI says it signed an 8-year agreement for a 60MW data centre in Cyberjaya, Malaysia. Its release says no customer has committed to the capacity yet.

Counterpoint Research says most Nvidia Rubin products will likely use 12-layer HBM4, not the rumoured eight, per Korea Herald. A forecast, not Nvidia's word.

Custom high-bandwidth memory puts a customer-designed base die under the memory stack, so the AI chip spends less of its own silicon talking to memory. What NVIDIA claims for its NVHBM, what SemiAnalysis estimates, and what is still unproven.

At the White House's "Science: A New Golden Age" summit on 8 October, six technology leaders received the US's top science and technology honours. What the two medals are, how winners are normally chosen, and why the choice of tech chief executives is drawing attention.

CoreWeave plans 240 MW in Navi Mumbai, Bell Canada's Regina campus could reach 1.2 GW with its own gas plant, and Applied Digital reported $341.9 million in quarterly revenue alongside $6.4 billion of debt. Meanwhile the bond financing Meta's Louisiana data centre hit a record low, and Entergy's CEO let slip that the site will draw 4,500 MW. What each company confirmed, and what is reported.

AM Intelligence says two further binding orders for ~20,000 Nvidia Rubin GPUs take committed capacity to ~29,000 GPUs and close to 100 MW, with plans for another 300 MW backed by more than $20bn. Company-reported.

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