xAI said on Feb 2, 2026 that SpaceX had acquired xAI in a stock transaction valuing xAI at $200 billion and SpaceX at $350 billion. The announcement links xAI's model roadmap with infrastructure milestones that include a $20 billion Series E, Colossus at 200,000 GPUs, and a stated path to 1 million GPUs by the end of 2026.
NVIDIA said GTC 2026 will run March 16-19 in San Jose, California. The company projects 30,000+ attendees from 190+ countries and more than 1,000 sessions across the AI stack. The program includes Jensen Huang’s keynote, hands-on labs, startup showcases, and an analyst Q&A session.
NVIDIA said on February 24, 2026 that Red Hat AI Factory with NVIDIA combines Red Hat AI Enterprise and NVIDIA AI Enterprise to scale AI workloads on accelerated infrastructure. NVIDIA’s solution page and linked press releases describe the offer as a co-engineered stack for repeatable production deployment.
Greg Brockman posted that the first steel beams are now up at the Stargate site in Milam County, Texas. The update also names SoftBank and SB Energy as project partners.
OpenAI introduced Frontier Alliance Partners on February 23, 2026, with AMD, Cisco, CoreWeave, and Oracle as initial partners. The program targets country-level AI infrastructure, workforce readiness, and public-service deployment.
On February 27, 2026, OpenAI announced $110B in new funding at a $730B pre-money valuation. The company also disclosed a strategic Amazon partnership and expanded NVIDIA compute commitments.
Meta announced a new 1GW data center campus in Lebanon, Indiana with more than $10 billion in combined infrastructure and community investment. The project includes major hiring, long-term local assistance funds, and sustainability commitments tied to energy and water stewardship.
Meta announced a multi-year infrastructure partnership with AMD, targeting up to 6GW of AMD Instinct GPU capacity for AI workloads. The agreement also aligns roadmaps across silicon, systems, and software, with first deployments expected in the second half of 2026.
Meta and AMD announced a multi-year partnership to deploy up to 6GW of AMD Instinct GPUs, valued at over $60 billion, in Meta's boldest move yet to diversify AI compute beyond Nvidia.
Meta and NVIDIA officially announced a multiyear, multigenerational strategic partnership on February 17, deploying millions of Blackwell and Rubin GPUs alongside the first large-scale Grace-only CPU deployment—part of Meta's $600B US investment commitment by 2028.
NVIDIA announced a multigenerational strategic partnership with Meta on February 17, covering millions of Blackwell and Rubin GPUs, the first large-scale Grace CPU deployment, and WhatsApp privacy computing via NVIDIA Confidential Computing.
In its February 12, 2026 post, NVIDIA describes DGX Spark as a desktop AI system now used across universities for on-prem model development and rapid iteration. The examples span South Pole neutrino analysis, medical report evaluation, and campus robotics workloads.