NVIDIA Backs Ohio Site With 20-Year Guarantee, Supplies OpenAI 4.25GW
Secures land, power, and shell at SB Energy's Portsmouth site; per-generation revenue estimated at up to $200 billion from 1.5 million GPUs
A company that makes the chips that power AI. Rather than a competitor in the chatbot race, it's the one selling picks and shovels to everyone in it. Its flagship products are GPUs and the AI infrastructure software built on top of them. In August 2026, it began officially supporting its cloud gaming service GeForce NOW on Linux, and around the same time, it published a method for isolating Kubernetes tenants on shared GPUs. In autonomous driving, it introduced a 34-billion-parameter reasoning model, and in robot policy learning, it presented a video-based learning approach. It also tried to expand the AI ecosystem for handling the physical world through its open world model 'Cosmos 3'.
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5
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2026.08.18 – 2026.09.16 · High 3 · Low 5 · Now 5
Secures land, power, and shell at SB Energy's Portsmouth site; per-generation revenue estimated at up to $200 billion from 1.5 million GPUs
Simon Willison review finds xhigh reasoning burns minutes even to draw a circle
Under investor pressure, guarantee cut from $25B to under $12B; Anthropic counters bubble talk with 2.4x quarterly revenue jump
Fei-Fei Li's startup unveils an engine that clones a single real-world robot task into thousands of simulation variants for training
Reuters reports Apple moves to secure its own model, departing from reliance on local providers
Partnership with Larsen & Toubro to build infrastructure for open-source inference, fine-tuning, and training
Epoch AI analysis of actual 2023–2025 purchase data shows 49% annual improvement — GB300 is 37x more efficient than P100
Tesla's 2019 vision-only bet has migrated to home robotics — Karpathy's argument, and lidar prices that have fallen to $200
An update combining voice and gesture matches arm direction to a 3D map to clean a specific spot
The $6 billion figure Bloomberg reported on the 13th is 50% higher than Decart's valuation just three months earlier. The reason a three-year-old, 100-person Israeli company became Anthropic's most expensive acquisition target ever lies not in video, but in the power bill.
The Linux native app exits beta, and new Chromebook buyers get a year of free access
NVIDIA's open-weight Nemotron 4 is said to reach 1 trillion parameters, but Kimi K3 and DeepSeek V4 are already bigger