ByteDance, Alibaba and Tencent have ordered more than $35 billion worth of Nvidia RTX PRO 5500 cards at list price. The three groups are trying to expand their computing power for AI in spite of US export restrictions.
At GTC Berlin, Nvidia said it wants new AI capacity to arrive at the data center already fully assembled. The idea is to build compute infrastructure off-site so it can be installed and put to work much faster.
At GTC Berlin, NVIDIA is showing its full range of local AI hardware: RTX Spark for personal agents on Windows PCs, DGX Spark for developers on Linux and DGX Station for enterprise teams. A Windows version of DGX Station is due in December.
Donald Trump says data center developers should consider paying local communities a 'dividend' to win their backing. The remarks come as concerns grow over how the AI build-out is being financed.
NVIDIA says demand from AI-native companies is accelerating Europe's AI cloud market. Its cloud partners in Europe, the Nordics, Africa and Central Asia are adding regional compute so developers can work closer to their data and serve open models.
NVIDIA announced the OpenShell Reference Architecture, part of its portfolio for deploying agents safely at scale. Its confidential computing technology serves as the layer that protects the models and data those agents rely on while they run.