NVIDIA stories

Amazon, Microsoft, Meta and Alphabet eye USD $650 billion AI splurge for 2026, stirring investor unease over margins and cloud growth.

NEXTDC has hired Jodi Pearce as Alliance Director to steer AI-focused partnerships and expand its ecosystem around NVIDIA DGX-ready sites.

Firmus secures USD $10 billion debt led by Blackstone and backed by Coatue to supercharge Australia’s nationwide AI factories rollout.

Cloudera brings AI inference, analytics and visualisation into customer data centres, promising tighter control over sensitive enterprise data.

Agentic AI is shredding seat-based SaaS models, sparking a wave of ‘zombie’ vendors, valuation shocks and leaner, AI-native rivals.

Fortinet lifts share buyback by USD $1 billion after double-digit 2025 revenue and billings growth driven by SASE and security operations.

OpenAI unveils GPT-5.3-Codex, a faster coding agent that extends Codex into a supervised, general computer-use and cybersecurity tool.

Nvidia and Dassault team up on “physical AI” virtual twins to power science-based industrial models across biology, engineering and factories.

Iterate.ai, TD SYNNEX and HPE launch AI tool to spot hospital claim errors and payment gaps, targeting millions in hidden revenue losses.

Mitsubishi Electric completes USD $1bn purchase of OT and IoT security specialist Nozomi Networks, which will continue to run independently.

CMC Invest data shows Australian retail traders stayed net buyers in 2025, with ETFs dominating turnover and Bitcoin cracking the top 10.

Zadara and Alerify unveil a sovereign private AI cloud in Harrisburg, promising secure Nvidia GPU services for regional hybrid workloads.

BoodleBox integrates Nvidia’s Nemotron 3 Nano into its collaborative AI platform, bringing open-model assistants to 1,300 campuses.

VDURA launches Flash Relief Programme, vowing to beat rival all-flash file system quotes by 50% amid surging SSD prices and supply strain.

Microsoft has unveiled its Maia 200 AI chip, claiming up to 10 PFLOPS FP4 performance to power large-scale inference and “reasoning AI”.

Teradata launches Enterprise AgentStack, a unified toolkit to help large organisations scale governed AI agents across hybrid estates.

HPE and 2degrees are building a sovereign AI cloud in New Zealand to keep telco data onshore and power smarter, more resilient networks.

Global Switch inks eight-year RWE wind PPA to power its AI-focused London Docklands data centre with Welsh onshore renewable electricity.

Australia’s Propel-AIR 2.0 robotics sprint launches in Brisbane, uniting ARM Hub, MassRobotics and innovators for a week of AI showcases.

Schneider launches 2.5MW coolant unit for liquid-cooled AI data centres, scaling to 10MW+ to match next-gen GPU and AI factory demands.