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According to SemiAnalysis, Nvidia has denied some neocloud providers access to its GTC Berlin conference after they added AMD GPUs or Google TPUs to their cloud offerings. The analysis firm says this follows earlier claims that Nvidia withheld early chip allocations and financial support from neoclouds that diversified their hardware, while larger hyperscalers have not faced the same treatment.
Nebius chief revenue officer Marc Boroditsky told CNBC that prices per megawatt of AI computing capacity are rising faster than expected, citing a Tuesday capacity auction as evidence. He said Nebius's 2027 capacity would sell out and a similar dynamic could occur in 2028, and argued Nebius isn't exposed to the debt concerns that hit rival CoreWeave. Crusoe CEO Chase Lochmiller separately said he's also seeing rising prices for Nvidia GPUs, including older chips.
Nvidia introduced the DSX Pod AI Factory, a shipping-container-sized unit holding seven Vera Rubin AI racks that weighs about 28,000 kilograms and can be transported by truck. The pods arrive pre-assembled with cabling and liquid cooling, requiring only placement, connection and testing on-site, which Nvidia says cuts data center setup time from six months to 14 days. Manufacturing partners including Foxconn, Gigabyte, Lenovo, HPE, Quanta and Pegatron will build the units, with deliveries starting in early 2027.
ServiceNow and Nvidia have launched Arc, an AI agent first announced in May, making it generally available for Mac devices, with Windows support still to come. Arc is designed to run on Nvidia's RTX Spark hardware, handle everyday workplace tasks like email and Teams, and build memory over time to improve its performance.
Newegg is selling an ABS Cyclone Aqua prebuilt gaming desktop for $1,499.99, a $200 discount. The system pairs an Nvidia GeForce RTX 5060 Ti with 16GB of VRAM with a 20-core Intel Core i7-14700F processor, 16GB of DDR5 RAM, and a 1TB SSD.
Samsung's 27-inch Odyssey G80HF, a 5K monitor with gaming features, is on sale for $599.99 at Amazon and B&H Photo, $100 below its previous low price. The Fast IPS panel supports 5K resolution at up to 180Hz or 1440p at up to 360Hz, with Nvidia G-Sync and AMD FreeSync Premium compatibility, a 1ms response time, DisplayPort 2.1, two HDMI 2.1 ports, and a USB hub.
Greenpeace activists disrupted Nvidia CEO Jensen Huang's keynote at GTC Berlin, standing on chairs with a banner reading 'Nvidia, clean up your dirty business!' and shouting questions about Nvidia chips allegedly found in Russian drones and missiles, plus broader environmental concerns. Security removed the protesters as Huang told them 'It's okay, go easy' and 'I'll talk to you later.' The confrontation follows reports that Nvidia Jetson Orin chips have turned up in Russia's S-71 'Monochrome' weapon and other autonomous drones.
Nvidia released GPU driver 621.01, enabling Microsoft's Advanced Shader Delivery, a DirectX 12/Windows 11 technology that precompiles shaders in the cloud instead of on a player's PC. Gears of War: E-Day and Call of Duty: Modern Warfare 4 support the feature when downloaded through the Xbox PC app, even if purchased on Steam, and it's also supported on AMD and Qualcomm Snapdragon X2 drivers.
Nvidia released an updated DLSS 5 neural rendering model that shrinks the number of parameters by 24%, halving execution time and cutting VRAM usage by 20% while claiming similar image quality. Testing in NBA 2K27, the only game currently shipping with DLSS 5, showed the RTX 5080 jumping from 53 FPS to 78 FPS at 4K with the feature enabled, a 47% gain, though frame rates remain well below running without DLSS 5 at all.
Google announced TorchTPU, a version of the PyTorch framework built to run on its Tensor Processing Units, letting developers shift existing PyTorch-based AI apps to Google Cloud with a simple configuration change rather than a rewrite. The move follows Amazon's release a day earlier of TorchNeuron, its own PyTorch variant for AWS's Trainium chips, and Amazon's submission of code to decouple PyTorch features from Nvidia hardware.
Amulya Vishwanath, founder of physical AI-focused VC firm Techable Ventures and a former Nvidia product marketer, told TechCrunch's Equity podcast that robotics is not yet at its 'ChatGPT moment' but is instead assembling foundational building blocks like actuators and robotic hands. She said general- and special-purpose robots are being developed now and will improve as these components mature, drawing parallels to the internet era and Industrial Revolution. She also emphasized that attracting talent, much of which is going to firms like Anthropic and Nvidia, is a critical factor for robotics startups.
Nscale is negotiating a new agreement with Anthropic worth roughly $45 billion to supply AI computing capacity, according to a source cited by Reuters. The deal would cover a second building at Nscale's Monarch data center campus in West Virginia, providing 460 megawatts of power using Nvidia's upcoming Vera Rubin chips. This follows an earlier $45 billion deal struck in August for the same campus's first facility.