OpenAI just teamed up with NVIDIA, AMD, Broadcom, Intel, and Microsoft to release MRC, a new networking protocol for AI supercomputers. Published through the Open Compute Project, it sprays packets across hundreds of paths and routes around failures in microseconds. It is already powering massive GB200 clusters to train frontier models without disruption.
OpenAI just struck a deal with Oracle to add 4.5 gigawatts of data center capacity in the U.S. for its Stargate infrastructure project. Combined with its Texas site, Stargate now has over 5 GW under development to house more than 2 million chips, with initial Nvidia GB200 racks already spinning up early frontier workloads.
Nvidia CEO Jensen Huang just pushed back on fears of slowing AI demand, revealing that next-gen reasoning models require 100 times more computation than when ChatGPT debuted. Addressing market concerns after DeepSeek's rapid rise, Huang argued that step-by-step reasoning actually multiplies the need for chips. Why it matters: Despite worries that efficiency gains would cut spending, Nvidia insists smarter AI only makes the appetite for hardware grow faster.
Nvidia just confirmed its flagship Blackwell AI chips are in full production, brushing off recent server cooling rumors. The company has already shipped 13,000 samples to customers this quarter, with CEO Jensen Huang assuring investors that systems are standing up in great shape. Why it matters: Demand remains voracious, and Nvidia's AI data center revenue engine is showing zero signs of cooling down.
Nvidia just reported a massive 122% jump in Q2 revenue to $30.04 billion, driven by explosive 154% growth in its data center division. However, its gross margin dipped slightly to 75.1% due to Blackwell chip design tweaks, sending shares down over 7% after hours as sky-high investor expectations proved tough to beat.
NVIDIA just unveiled its next-generation Blackwell computing platform at GTC, promising a massive leap forward for trillion-parameter AI models. The new architecture delivers up to 5x better FP4 inference performance than Hopper, alongside the new GB200 Grace Blackwell Superchip and NIM software microservices. Why it matters: Accelerated computing is officially replacing general-purpose silicon, and tech giants are already lining up to build the next wave of generative AI.
