OpenAI and NVIDIA have announced a strategic partnership to build at least 10 gigawatts of AI data centres powered by millions of NVIDIA GPUs.
A deal, supported by the investment of up to $100 billion from NVIDIA, that aims to provide the infrastructure for OpenAI’s next generation of models, with the first phase scheduled for late 2026 on the NVIDIA Vera Rubin platform.
The companies said the collaboration will enable the development of AGI and accelerate AI adoption worldwide. OpenAI will treat NVIDIA as its preferred strategic compute and networking partner, coordinating both sides’ hardware and software roadmaps.
They will also continue working with Microsoft, Oracle, SoftBank and other partners to build advanced AI infrastructure.
OpenAI has grown to more than 700 million weekly users across businesses and developers globally. Executives at both firms described the new partnership as the next leap in AI computing power, one intended to fuel innovation at scale instead of incremental improvements.
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South Korea has secured a significant partnership with BlackRock to accelerate its ambition of becoming Asia’s leading AI hub. The agreement will see the global asset manager join the Ministry of Science and ICT in developing hyperscale AI data centres.
A deal that followed a meeting between President Lee Jae Myung and BlackRock chair Larry Fink, who pledged to attract large-scale international investment into the country’s AI infrastructure.
Although no figures were disclosed, the partnership is expected to focus on meeting rising demand from domestic users and the wider Asia-Pacific region, with renewable energy powering the facilities.
The move comes as Seoul increases national funding for AI, semiconductors and other strategic technologies to KRW150 trillion ($107.7 billion). South Korean companies are also stepping up efforts, with SK Telecom announcing plans to raise AI investment to a third of its revenue over five years.
BlackRock’s involvement signals international confidence in South Korea’s long-term vision to position itself as a regional AI powerhouse and secure a leadership role in next-generation digital infrastructure.
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OpenAI and NVIDIA have unveiled plans for a major partnership to build next-generation AI infrastructure, with NVIDIA committing up to $100 billion to support OpenAI’s push toward superintelligence. The deal, outlined in a letter of intent, will see NVIDIA provide at least 10 gigawatts of computing power, with the first systems expected to be online in late 2026 through its new Vera Rubin platform.
NVIDIA’s CEO Jensen Huang called the agreement the next leap forward in AI, noting the companies’ decade-long collaboration from the early DGX supercomputers to the rise of ChatGPT. OpenAI’s CEO Sam Altman stressed that computing power is now the backbone of the future economy, framing the new investment as vital for both breakthroughs and large-scale access to AI.
OpenAI President Greg Brockman emphasised the scale of the move, saying 10 gigawatts of computing will allow the organisation to expand the frontier of intelligence and make the benefits of AI more widely available. NVIDIA will serve as OpenAI’s preferred partner for compute and networking, with both companies coordinating their hardware and software roadmaps.
The alliance builds on OpenAI’s existing collaborations with companies like Microsoft, Oracle, and SoftBank, which are working with the group to develop advanced AI infrastructure. Together, they are targeting global enterprise adoption while ensuring systems can grow at a pace that matches AI’s rapid evolution.
With over 700 million weekly active users and strong uptake across businesses and developers, OpenAI sees the partnership as central to its mission of creating artificial general intelligence that benefits humanity. Details of the deal are expected to be finalised in the coming weeks.
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Researchers have reached a major milestone in quantum computing, demonstrating a task that surpasses the capabilities of classical machines. Using Quantinuum’s 12-qubit ion-trap system, they delivered the first permanent, provable example of quantum supremacy, settling a long-running debate.
The experiment addressed a communication-complexity problem in which one processor (Alice) prepared a state and another (Bob) measured it. After 10,000 trials, the team proved that no classical algorithm could match the quantum result with fewer than 62 bits, with equivalent performance requiring 330 bits.
Unlike earlier claims of quantum supremacy, later challenged by improved classical algorithms, the researchers say no future breakthrough can close this gap. Experts hailed the result as a rare proof of permanent quantum advantage and a significant step forward in the field.
However, like past demonstrations, the result has no immediate commercial application. It remains a proof-of-principle demonstration showing that quantum hardware can outperform classical machines under certain conditions, but it has yet to solve real-world problems.
Future work could strengthen the result by running Alice and Bob on separate devices to rule out interaction effects. Experts say the next step is achieving useful quantum supremacy, where quantum machines beat classical ones on problems with real-world value.
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The two US tech firms, NVIDIA and Intel, have announced a major partnership to develop multiple generations of AI infrastructure and personal computing products.
They say that the collaboration will merge NVIDIA’s leadership in accelerated computing with Intel’s expertise in CPUs and advanced manufacturing.
For data centres, Intel will design custom x86 CPUs for NVIDIA, which will be integrated into the company’s AI platforms to power hyperscale and enterprise workloads.
In personal computing, Intel will create x86 system-on-chips that incorporate NVIDIA RTX GPU chiplets, aimed at delivering high-performance PCs for a wide range of consumers.
As part of the deal, NVIDIA will invest $5 billion in Intel common stock at $23.28 per share, pending regulatory approvals.
NVIDIA’s CEO Jensen Huang described the collaboration as a ‘fusion of two world-class platforms’ that will accelerate computing innovation, while Intel CEO Lip-Bu Tan said the partnership builds on decades of x86 innovation and will unlock breakthroughs across industries.
The move underscores how AI is reshaping both infrastructure and personal computing. By combining architectures and ecosystems instead of pursuing separate paths, Intel and NVIDIA are positioning themselves to shape the next era of computing at a global scale.
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Huawei chairman Xu outlined the company’s roadmap for AI computing platforms, revealing plans to launch the Atlas 950 SuperPoD in Q4 2026. The system will use over 8,000 Ascend GPUs across 128 racks, covering 1,000 sq metres, and offer 6.7 times more computing power and 15 times more memory.
A year later, the Atlas 960 SuperPod will debut with up to 15,488 Ascend 960 chips, achieving 30 exaflops of computing power and 4,460TB of memory. Xu said the two systems will stay the world’s most potent super nodes, with uses beyond AI in general-purpose computing in China.
Huawei faces Western sanctions limiting access to advanced semiconductor nodes. Xu said assembling less advanced chips into super pods lets Huawei compete with rivals like Nvidia at a system level despite lower individual chip performance.
Over the next three years, Huawei will launch three new Ascend chip series: the 950 line, 950PR and 950DT, the 960, and the 970. The 950PR, optimised for early-stage inference and recommendations, will ship in Q1 2026, while the 950DT with 2Tb/s bandwidth will launch in Q4 2026.
The 960 will double its predecessor’s computing power and memory capacity and arrive in Q4 2027.
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Oxford Quantum Circuits (OQC) and Digital Realty have launched the first quantum-AI data centre in New York City at the JFK10 facility, powered by Nvidia GH200 Grace Hopper Superchips. The project combines superconducting quantum computers with AI supercomputing under one roof.
OQC’s GENESIS quantum computer is the first to be deployed in a New York data centre, designed to support hybrid workloads and enterprise adoption. Future GENESIS systems will ship with Nvidia accelerated computing and CUDA-Q integration as standard.
OQC CEO Gerald Mullally said the centre will drive the AI revolution securely and at scale, strengthening the UK–US technology alliance. Digital Realty CEO Andy Power called it a milestone for making quantum-AI accessible to enterprises and governments.
UK Science Minister Patrick Vallance highlighted the £212 billion economic potential of quantum by 2045, citing applications from drug discovery to clean energy. He said the launch puts British innovation at the heart of next-generation computing.
The centre, embedded in Digital Realty’s PlatformDIGITAL, will support applications in finance, security, and AI, including quantum machine learning and accelerated model training. OQC Chair Jack Boyer said it demonstrates UK–US collaboration in leading frontier technologies.
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China’s State Administration for Market Regulation (SAMR) has issued a preliminary finding that Nvidia violated antitrust lawlinked to its 2020 acquisition of Mellanox Technologies. The deal was approved with restrictions, including a ban on bundling and ‘unreasonable trading conditions’ in China.
SAMR now alleges that Nvidia breached those terms. A full investigation is underway. Nvidia shares fell 2.4% in pre-market trading after the announcement. According to the Financial Times, SAMR delayed releasing the findings to gain leverage in trade talks with the USA, currently taking place in Madrid.
At the same time, US export controls on advanced chips remain a challenge for Nvidia. Licensing for its China-specific H20 chips is still under review, affecting Nvidia’s access to the Chinese market.
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Arm Holdings has unveiled Lumex, its next-generation chip designs built to bring advanced AI performance directly to mobile devices.
The new designs range from highly energy-efficient chips for wearables to high-performance versions capable of running large AI models on smartphones without cloud support.
Lumex forms part of Arm’s Compute Subsystems business, offering handset makers pre-integrated designs, while also strengthening Arm’s broader strategy to expand smartphone and data centre revenues.
The chips are tailored for 3-nanometre manufacturing processes provided by suppliers such as TSMC, whose technology is also used in Apple’s latest iPhone chips. Arm has indicated further investment in its own chip development to capitalise on demand.
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The selection means Google will work with DARPA’s technical experts, who will be independent validators for its quantum computing roadmap. The evaluation aims to provide rigorous third-party benchmarking, a critical capability for the broader quantum industry.
DARPA’s QBI is not only about validation. It aims to compare different quantum technologies, superconducting qubits, photonic systems, trapped ions and other modalities under shared metrics.
Google’s involvement underscores its ongoing mission to build quantum infrastructure capable of addressing problems such as new medicine design, energy innovation and machine-learning optimisation.
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