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Nvidia and Palantir Technologies are bringing open AI models into secure U.S. government systems through a collaboration built around Nvidia’s Nemotron models and Palantir’s sovereign AI stack. Key Points: Palantir’s new intelligence engine will run Nvidia Nemotron open models inside customer-contro

OpenAI is moving toward Apple-style control of its AI stack as its custom chip plan tests Nvidia’s hardware dominance. Key Points: OpenAI and Broadcom have shared new details about Jalapeño, a custom inference processor built for AI workloads. The chip points to a broader strategy, not just an effor

Micron has become Wall Street’s latest AI favorite as a severe memory chip shortage pushes its valuation near the biggest names in technology. Key Points: Micron closed Friday with a market value near $1.27 trillion after a 236% one-month stock rally. AI data centers are driving demand for DRAM, NAN

HIVE Digital Technologies, the Nasdaq-listed digital infrastructure company, has signed a non-binding letter of intent to place up to 10,000 NVIDIA graphics processing units at a colocation facility in Boden, Sweden. According to an announcement, the agreement was a significant step in the company's

Elon Musk has endorsed NVIDIA’s argument that modern AI data centers consume far less water than critics often claim, as the industry faces growing scrutiny over its environmental footprint. Key Points: NVIDIA says new liquid-cooling systems can reduce direct cooling water use from millions of gallo