NVIDIA stories
Growing AI demand is exposing a connectivity bottleneck, as Zayo and Nvidia add more than 8,000 miles of fibre across US corridors.
Open models matter because robots and vehicles need task-specific tuning, and Nvidia is betting on Cosmos 3 to fill that data gap.
Revenue rose sharply but the Australian AI infrastructure group's loss widened after a USD $400.4 million non-cash hit, despite stronger cash reserves.
The startup gains faster access to scarce AI compute as it prepares to scale model training across both TPU and Nvidia systems.
The hire comes as the AI cloud group races to fund rapid international expansion after lifting its annualised revenue run rate to USD $120 million.
Higher availability and more predictable GPU access will support UiPath's AI workloads as scarce H100 chips become harder to secure.
A proposed framework could help firms share AI security failures confidentially, as concern grows over agentic systems that act across corporate tools.
Commercial developers can now adapt Nvidia's open self-driving model without extra permissions, widening access for robotaxis and other autonomous vehicles.
The open-source move could cut latency to microseconds as AI systems increasingly need storage to act like part of the compute path.
Enterprises could slash AI compliance work from months to days as Red Hat's open source asago project turns policy documents into deployable controls.
Most of Sharon AI's Australian AI Factory capacity is now spoken for, with revenue from the USD $373 million deal due from early 2027.
Demand for AI and core cloud services is boosting Amazon's key profit engine, with AWS growth accelerating to a 36.7% annual pace.
Amazon Web Services' in-house chips are now a major profit centre as AI demand drives cloud providers to cut costs and secure supply.
The move could reshape enterprise AI security as vendors and regulators demand stronger controls around access, logging and containment.
Centralised oversight for AI traffic should help firms cut prompt-injection and data-leakage risks as models shift into production.
Stronger demand for its network security tools sent quarterly revenue up 26 per cent and prompted a higher full-year outlook for the cybersecurity group.
It aims to help businesses build AI agents that use live data, keep to strict permissions and avoid hallucinating over filings and news.
Eligible US universities and non-profits can now use Lightwell to patch open source flaws without overhauling systems or sharing data.
This could speed UK adoption of controlled AI in hospitals, councils and other regulated sectors by shaping a sovereign frontier model.
Smaller colleges could gain shared AI computing and training under a new NSF-backed programme that NVIDIA says will widen access nationwide.
