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OpenAI Asks Gov. Newsom to Strengthen AI Regulations - The Information

Meta puts Muse agent at heart of AI strategy, plans new stock to power investments - Reuters

OpenAI president urges AI safeguards as group he funds opposes regulation - Reuters

OpenAI to Bring Models to Google Cloud - The Information

OpenAI Expands ChatGPT Ads to 26 More Countries, Says It Has More Than 100,000 Advertisers - The Information

Einride expands Nvidia partnership to deploy AI reasoning model for self-driving trucks - Reuters

NVIDIA Confidential Computing Expands, Enabling Frontier Model Builders to Securely Scale Across Global Infrastructure

摘要Digest要約NVIDIA builds tools to enable safe agents across the stack. The NVIDIA OpenShell Reference Architecture, announced today, is part of NVIDIA’s growing portfolio of technologies that enables organizations to safely deploy agents at scale. NVIDIA Confidential Computing is the infrastructure layer that protects the models and data those agents depend on while r…

NVIDIA Agent Toolkit Expands, Grounding Enterprise Agents in Company Data

摘要Digest要約Agents are only as useful as what they know, and only as trustworthy as the boundaries they run within. Leading enterprises are using the open source NVIDIA Agent Toolkit — now expanded with new tools — to customize and control agents, use company data to inform their answers and actions, monitor what they do and […]

Nvidia, Taiwan’s SPIL plan 15-fold optical engine capacity expansion - Taiwan News

中國客戶棄華為昇騰搶買 RTX PRO 5500，輝達僅能滿足 5%~10% 市場需求

摘要Digest要約在中國人工智慧（AI）晶片出貨量方面，華為雖正逐漸縮小與輝達（NVIDIA）的市場差距，但包括字節跳動、阿里巴 […]

預估 2027 年 Server CPU 出貨年增破 40%，Arm-Based 產品市占持續擴大

摘要Digest要約根據 TrendForce 最新 AI Server 產業研究，隨著各 AI 服務業者積極推出 AI Agen […]

Intel begins Arizona Fab 62 equipment installation, advances Ohio project as AI CPU demand surges - digitimes

Taiwan's first-ever chip workers strike begins at Micron plant - Nikkei Asia

Moody’s upgrades TSMC credit rating

2nm and CoWoS expansion lifts Chi Yi Hsin Technology backlog to NT$4.5B - digitimes

Nvidia Expands Deals with Six Chip Component Suppliers - The Information

Google Cloud and NVIDIA Announce General Availability of NVIDIA Vera Rubin Infrastructure

摘要Digest要約General availability of the instances is coming next month, with planned expansion of availability to Europe — bringing an integrated platform for training, inference and large-scale reinforcement learning to cloud customers. A5X instances bring together NVIDIA Vera Rubin NVL72, NVIDIA ConnectX-9 SuperNICs, Google Cloud Virgo Network and Google Cloud’s four…

NVIDIA and Supply Chain Partners Expand Capacity to Accelerate AI Infrastructure Buildout

摘要Digest要約News Summary: Substrate agreements with IBIDEN, Samsung Electro-Mechanics and Unimicron Technology Corporation will, in aggregate, drive a 2.5x increase in capacity over the next three years. Amkor plans to increase its advanced packaging capacity by more than 300% by the end of 2028. KYEC will build new facilities in the U.S., supported by a $1.1 billion c…

NVIDIA, Nokia and Leading Telecom Operators Turn Networks Into Distributed Intelligence Platforms

摘要Digest要約News Summary: Leading global telecom operators are expanding NVIDIA-powered computing across their networks to deliver advanced services closer to people and businesses, improve wireless experience and automate network operations. T-Mobile completes the world’s first AI-RAN call on a commercial network, while BT, Deutsche Telekom and Elisa announce AI-RAN p…

Achieve Productive AI Capacity Faster and More Predictably with NVIDIA DSX POD

摘要Digest要約AI factories turn energy into intelligence. But before an AI workload can produce its first token, operators must bring an interconnected system of compute,...

Nvidia's AI factory strategy points to a broader shift in computing, industry - digitimes

Academia Sinica, US institute ink sharing agreement

Giga-Scale AI and the Ethernet Evolution: How Spectrum-X Ethernet Rewrites the Rules

摘要Digest要約The massive growth of generative AI has fundamentally altered data center design. As distributed model training scales to span hundreds of thousands of GPUs,...

AI capex needs to prove its ROI, says T. Rowe Price's Tony Wang - CNBC

Developing an AI Factory Digital Twin with an Agent-Assisted Workflow

摘要Digest要約Building an AI factory digital twin requires developers to bring site plans, equipment assets, and engineering requirements into a consistent model that teams...

SEMI Forecasts 11.8% Growth in Silicon Wafer Shipments in 2026, With Record Highs Expected through 2029 - SEMI.org

NVIDIA Cloud Partners Scale Across Europe — Sovereign, Open and Built for Safe AI Agents

摘要Digest要約Demand from AI-natives is pulling the European AI cloud ecosystem forward faster than ever. Developers need compute closer to their data, open models they can customize and serve at scale, and full-stack infrastructure that is secure by design. NVIDIA Cloud Partners across Europe, the Nordics, Africa, and Central Asia are expanding regional compute capacity…

From AI Hype to Operational Reality - event.idc.com

Vantage 攜手 Heron 簽署逾 1 GW SST 產能協議

摘要Digest要約800 VDC 供電架構加速邁向實際部署。全球資料中心業者 Vantage 與電力電子設備商 Heron Po […]

Expert urges Taiwan to attract young talent as power sector goes high-tech - Taiwan News

Tesla's Megapack boom meets AI power crunch, but margin gains raise questions - digitimes

Barclays to slash 5,000 jobs in AI-powered cost-cutting drive - Reuters

How Companies Are Using NVIDIA DSX to Break the Power Bottleneck

摘要Digest要約Companies around the world are building on the NVIDIA DSX AI Factory Platform to plan, simulate and run the grid and the AI factory as one system, from the substation to the rack. Their adoption of the platform responds to an acute problem. Power is now the biggest bottleneck in infrastructure. More than $300 billion […]

Accountants fear £1.2bn hit from UK plan to exempt midsized groups from audits - Financial Times

Schwarzenegger urges nuclear power for California to ‘terminate pollution’ - Financial Times

Amazon backs 960MW nuclear project for AI power - digitimes

Amazon spends US$220B on AI as power delays squeeze cash flow - digitimes

Walrus Pump sees slower demand for higher-capacity AI cooling pumps - digitimes

GlobalTix Partners with Mavic to Help Attractions Grow with AI-Powered Marketing - Taiwan News

Inside India newsletter: Asia’s hottest data center market aims to quell concerns over water and power use - CNBC

Nvidia pitches factory-built AI data centers and hardware-enforced agent controls at GTC Berlin - digitimes

Scaling Decision Optimization to 100 Million Variables and Beyond with mPDLP in NVIDIA cuOpt

摘要Digest要約Supply chain problems are expanding across more SKUs, lanes, and constraints than ever before, while energy grids are balancing more distributed sources in real...

Chief Telecom's CTSP AI data center bookings exceed 50% - digitimes

TECO targets AI data center cooling as commercial aircon share nears 60% - digitimes

New $4.2 Billion Texas Gas Pipe to Supply Fuel for Data Center - Bloomberg.com

Trump Says Data Centers Must Provide Their Own Electricity - WSJ

Google Stops Using Nondisclosure Agreements for Data Centers - The Information

Toyota's hydrogen-powered Hilux pickup to take on Dakar Rally - Nikkei Asia

NVIDIA Cosmos Opens New Tools to Train, Evaluate and Deploy World Models

摘要Digest要約To help developers rapidly build world models, which help physical AI systems understand and simulate the real world, NVIDIA has expanded the Cosmos platform with new training tools, simulation checkpoints and Cosmos Data Factory blueprints. Ranking top five on six different open models leaderboards, the NVIDIA Cosmos platform gives world model builders the…

Tesla cuts spending before potential SpaceX deal even as Musk bets future on AI, robots - Reuters

Europe’s Industrial Leaders Reinvent Engineering and Manufacturing With NVIDIA

摘要Digest要約To increase productivity, accelerate innovation and create new opportunities for economic growth, Europe’s industrial leaders are tapping NVIDIA CUDA-X and Omniverse libraries, as well as NVIDIA Cosmos and Nemotron open models, across the engineering and manufacturing lifecycle. Bringing those capabilities together on the factory floor, the NVIDIA Factory O…

NVIDIA Advances Isaac Platform for General-Purpose Robotics With New Reference Humanoid, Frameworks, Simulation Pipelines and Data

摘要Digest要約News Summary: Agile Robots announces Agile ONE SN , a humanoid reference platform built on NVIDIA Isaac GR00T and NVIDIA Jetson Thor with planned integration of the NVIDIA Halos safety stack, giving developers and researchers a complete platform for frontier humanoid development and validation. NVIDIA Isaac platform adds new Isaac OS runtime, Isaac Lab 3.0…

European Mobility Leaders Build Safe Vehicles and Robotaxi Fleets on NVIDIA Hyperion

摘要Digest要約News Summary: Bolt with Lucid, Mercedes-Benz, Volkswagen Commercial Vehicles and Einride are showcasing selected autonomous-mobility use cases on the NVIDIA Hyperion computing platform, demonstrating potential applications for level 3 and level 4 vehicles as well as future robotaxi fleets, with Volvo Cars adopting Hyperion and NVIDIA Alpamayo Stack for safe…

NVIDIA Open Models Advance Europe’s Sovereign Intelligence Across Industries

摘要Digest要約NVIDIA is expanding its family of open models across language, robotics, biology, and quantum computing, giving developers, researchers and enterprises what they need to build applications tailored to local languages and industries The portfolio includes the new NVIDIA Nemotron 3.5 Super VL and Nemotron 3.5 Bolt models; new NVIDIA Nemotron Retriever models…