In an episode of TechCrunch's Equity podcast, the hosts discuss what moratoriums on data center construction could mean. They also ask whether the AI industry is struggling to communicate, including whether dropping non-disclosure agreements could win over opponents.
Ukrainian drones have damaged a data center belonging to Yandex, often called Russia’s Google. The facility housed supercomputers used to train Yandex’s AI model.
A Hugging Face blog post discusses approaches to scheduling workloads on GPU clusters.
The WTO has raised its 2026 forecast for global merchandise trade growth to 3.9%, driven by AI-related goods. These goods make up 14.8% of trade but 47% of its growth in value in the first half, with Asia dominating and Europe’s export share small.
Nvidia is pushing a full-stack safety solution for physical AI. Robotics companies are already using it for robotaxis and humanoid robots.
Samsung expects third-quarter operating profit of 107.4 trillion won, about $80.17 billion, up 782.5% year on year. Final figures are due on Oct. 29, but the estimate reflects strong demand for memory chips driven by AI.
At a Microsoft event in San Francisco, Jensen Huang and Satya Nadella described how NVIDIA and Microsoft are co-designing hardware and software so AI agents can run on Windows PCs. The plan centers on RTX Spark.
On Oct. 2, 2026, Oracle said it would buy part of the output of the Point Beach nuclear plant in Wisconsin. The move is meant to save customers about $300 million in fuel costs, illustrating the debate over who pays for AI data centers’ power.
Amazon has announced a $1 billion plan to address opposition to its data centers. It was praised for ending non-disclosure agreements but criticized for downplaying data center pollution.
U.S. authorities have arrested a tech company CEO accused of smuggling $300 million worth of Nvidia chips into China. The case is the latest in a series of arrests over illicit exports of Nvidia hardware.
The Nvidia Shield TV Pro, first released in 2019, now sells for $299.99, a $100 increase that Ars Technica attributes to AI.
NVIDIA will release a version of its DGX Spark desktop AI computer with 64GB of unified memory this month, built by partners including Acer. The company links it to open models becoming small enough to run locally.
GPT-6 Astra Ultrafast, which runs on NVIDIA Blackwell GPUs, is now available in the OpenAI API and to eligible ChatGPT Work and Codex users. It generates tokens up to 8 times faster than Astra’s standard mode.
NVIDIA estimates that each megawatt of AI data center capacity costs about $60 million to build. The company sets out the factors it says determine the return on such investments, starting with earning capacity.
At its Fully Connected event in San Francisco, CoreWeave announced it is bringing NVIDIA’s next-generation infrastructure into production. The two companies have worked together on AI cloud infrastructure for nearly a decade.
NVIDIA held its AI Day in Singapore on Sept. 22-23 with training sessions and expert talks on AI and high-performance computing. The company and its partners showcased AI projects from across Southeast Asia.
NVIDIA has introduced DSX Ready, a program that qualifies power and cooling products for AI data centers. It is meant to help builders choose equipment that fits the overall design of their facility amid power, water and grid constraints.