Releases

German government sources said Berlin will announce a cooperation agreement with NVIDIA and other partners the following week to expand industrial AI, including physical-AI tools for robot and autonomous-vehicle training. No financial figures were given; first reported by Handelsblatt.

At the OCP Global Summit, NVIDIA and Cisco jointly introduced USFP, a new pluggable optical module form factor for scaling AI factories. It offers 400 Gb/s per lane with 16 lanes (scalable to 32), about 4x the density of 200G-per-lane optics.

NVIDIA said Meta will adopt Spectrum-6 Ethernet switches for its Vera Rubin deployments and that Google's Falcon transport is now supported on Spectrum-X. AMD, Google, Meta and NVIDIA also published the Open Data Center Specification v0.7, and Google, Meta, Microsoft and NVIDIA introduced an OCP Grid Resilience Specification.

Open roles indexed from NVIDIA's careers site.

NVIDIA reported a CUDA-X developer ecosystem of more than six million developers.

NVIDIA formed a coalition of AI labs to develop an open frontier model that will underpin the upcoming Nemotron 4 family.

NVIDIA employee count reported for fiscal year-end 2026.

OpenAI and NVIDIA signed a letter of intent to deploy at least 10 gigawatts of NVIDIA systems, with the first Vera Rubin gigawatt targeted for the second half of 2026.

NVIDIA and AWS announced broader Blackwell infrastructure and generative AI software integrations.

NVIDIA and Microsoft expanded integrations spanning Azure AI, NIM, Omniverse and enterprise generative AI.