NVIDIA's Leadership and Near-Monopoly in Artificial Intelligence Technology is 'Staggering'


Ultraman, CEO of OpenAI, made his first clear statement that the company will firmly develop humanoid robots in-house, while simultaneously working on various forms of robots and special robots for data centers. He believes that the human physical space is adapted to the human body structure, making humanoid robots an important direction, indicating that OpenAI is accelerating its entry into the physical world.
NVIDIA CEO Huang Renxun called on countries to embrace AI infrastructure and applications at the G20 Ministerial Meeting on Innovation, warning that excessive fear or regulation could miss the opportunity of the next round of technological revolution. He suggested treating AI as an essential economic foundation, comparable to electricity, roads, and the internet, and promoting its construction like water and power.
Nvidia and MediaTek deepen partnership in AI infrastructure, on-device AI and automotive to build next-gen AI compute platforms. Nvidia invests $3.5B in MediaTek convertible bonds. MediaTek will adopt NVLink Fusion to provide custom XPUs for hyperscalers/cloud providers, linking to Nvidia AI factories.....
WSJ reports Anthropic signed a $35B cloud deal with Lambda using a sublease structure: Nvidia supplies AI firms with compute from pre-reserved data center capacity as a "sublandlord." The Texas data center is built by Hut 8, a bitcoin miner and data center developer.....
Anthropic signed a $35 billion cloud computing agreement with Nvidia-backed Lambda to strengthen AI infrastructure. The data center in Nueces County, Texas, is built by Hut8, with lease rights owned by Nvidia, reflecting multi-party industry collaboration.....