NVIDIA
The chipmaker brought five top Wall Street firms on board to "independently" distribute major investments.
AMD is shaping up to be a formidable rival in the AI data centre market.
Venture and UK government funding pour into Olix, which aims to build for British AI compute stack.
Targeting the "high-growth, high-conviction AI native sector" of neoclouds.
NVIDIA: " Starting this year, AWS will add more than one million Blackwell and Rubin GPUs"
Deep in a chip announcement, the suggestion that Microsoft is turning AI agents into first-class operating-system entities, with OpenClaw ready to use it.
New Vera standalone CPU sets NVIDIA up to be "the world leading CPU supplier", claims Huang.
DeepSeek V4 and Qwen3.6-27B, both out last week, put pressure on Western models – especially for pricing.
NVIDIA dominates results but others find their own wins.