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.
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.
NVIDIA outlined a Rubin-based DGX SuperPOD architecture that combines compute, networking, and operations software as one deployment stack. The company claims up to 10x lower inference token cost versus the prior generation and targets availability in the second half of 2026.
NVIDIA and CoreWeave announced an expanded partnership targeting more than 5 gigawatts of AI factories by 2030. NVIDIA also disclosed a $2 billion investment in CoreWeave Class A shares at $87.20 per share.
OpenAI and SoftBank Group said they are investing $1 billion in SB Energy, with OpenAI signing a 1.2 GW lease for initial data center buildout. The announcement ties the deal to Stargate and positions SB Energy as both an infrastructure partner and OpenAI customer.
The White House released a January 13, 2026 fact sheet outlining an executive-order framework to accelerate U.S. frontier AI infrastructure. The policy links federal site access to strict conditions on clean power buildout, domestic semiconductor sourcing, grid-upgrade responsibilities, and consumer electricity protections.
OpenAI announced on January 15, 2026 that it is opening an RFP to expand US AI infrastructure. The company said it is prioritizing near-term 100MW+ capacity with pathways to 1GW+ scale and deeper domestic manufacturing support.