OpenAI finalized the largest private tech funding round in history, raising $110B from Amazon ($50B), NVIDIA ($30B), and SoftBank ($30B). The company is now valued at $840B and plans to expand its AWS partnership to $100B over eight years.
AI data centers are hoarding global DRAM and HBM supplies, pushing smartphone average selling prices up 14% to a record $523 in 2026 and projecting the sharpest shipment decline on record.
OpenAI CEO Sam Altman announced a $110 billion funding round from Amazon, NVIDIA, and SoftBank — one of the largest private tech funding rounds in history, valuing the company at $840 billion post-investment.
Microsoft's Shader Execution Reordering (SER) technology is delivering dramatic performance gains on modern GPUs, achieving up to 90% improvement on Intel Arc B-Series and 80% on NVIDIA Blackwell GPUs, according to TechPowerUp.
Soaring AI data center demand for DRAM and HBM chips is driving a global memory shortage that will push the average smartphone price 14% higher to an all-time record of $523, while eliminating sub-$100 handsets entirely.
Meta struck a multiyear agreement to purchase up to $100B in AMD MI450 AI chips covering ~6GW of data center power demand. Includes warrants for 160M AMD shares and accelerates Meta's 'personal superintelligence' AI roadmap.
NVIDIA revealed detailed specs for Vera Rubin NVL72. Each Rubin GPU delivers 50 PFLOPS inference (5x Blackwell GB200), 22 TB/s HBM4 bandwidth (2.8x Blackwell), and cuts inference cost per million tokens by 10x. Ships H2 2026.
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.
At CES on January 5, 2026, NVIDIA introduced new AI foundation models under Cosmos and launched DGX Spark and DGX Station. The announcement links synthetic world modeling for robotics with desktop-to-datacenter AI compute.
NVIDIA says Lilly has brought LillyPod online, a pharma-owned AI factory built with 1,016 Blackwell Ultra GPUs and more than 9,000 petaflops of AI performance. The platform is intended to accelerate model training and simulation across genomics, small molecules, and clinical-development workflows.
A high-signal r/pcgaming post highlights Tom's Hardware reporting that Nvidia pulled Game Ready Driver 595.59 after fan-related issues were reported on RTX 3000/4000/5000 GPUs.
A high-signal r/pcgaming thread tracks PC Gamer coverage of Nvidia earnings: $193.7B annual data center revenue (+75% YoY) versus $16B from gaming, reframing how players read product-priority decisions.