Jensen Huang - Page 21

NVIDIA will prepay KYEC to build and reserve chip-testing capacity in the US, KYEC's filing shows. The prepayment amount was not disclosed.

BrainChip's Sequora is chip IP for running language models on battery-powered devices, using a state-space design it says keeps memory use fixed.

NVIDIA has launched cuPotential, a new CUDA-X library for atom-level simulation, as chipmakers adopt its AI tools for design and manufacturing.

OpenAI has put Uday Ruddarraju in charge of infrastructure, compute and Stargate, replacing Sachin Katti, according to DCD and Bloomberg.

At OCP, NVIDIA contributed Vera Rubin rack designs via MGX 1.2 (up to 250kW racks), a Vera CPU rack spec, and said Meta is adopting Spectrum-6 switches.

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.

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.