NVIDIA paying half the capital expenditure to expand supplier fabs for critical thin-film material.

Announced Nemotron 3 Nano Omni, an open multimodal model processing video, audio, images, and text.

Nvidia invests $2 billion in Marvell Technology for NVLink Fusion interconnect development

Nvidia trained a billion-parameter LLM without backpropagation or full-precision weights, using zero gradients.

Open-sourced Kimono, a motion diffusion model for humanoid robots

Expanded partnership with Google Cloud to advance agentic and physical AI infrastructure

AMD joins as a founding member of the UALink Consortium to challenge NVIDIA's NVLink dominance.

AMD's AI Group published a detailed GitHub analysis of Claude Code's behavior, analyzing 17,871 thinking blocks and 234,760 tool calls.

Positioned as potential beneficiary of AI value shift to hardware

Issued Meta a performance-based warrant for up to 10% of company tied to $600 share price milestone