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Global shifts in ADAS and autonomous vehicles reshaping competitive SoC suppliers landscape

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Global innovation in advanced driver assistance systems (ADAS) as well as autonomous vehicles are reshaping the competitive landscape for the suppliers of system-on-chips (SoCs).

The market is entering a fast-growth phase that will change supplier market shares among global suppliers, according to a new report by Counterpoint Research.

Mobileye, Nvidia, Qualcomm, Horizon Robotics and Huawei will emerge as the top five SoC suppliers for ADAS and autonomous vehicles with a combined share of over 78 percent by 2035, up from 69 percent in 2025, according to Counterpoint Research’s Global Autonomous Vehicle SoCs Forecast, H1 2025. [Read more…] about Global shifts in ADAS and autonomous vehicles reshaping competitive SoC suppliers landscape

Wayve could raise $2 billion in its next funding round with Nvidia in talks to invest $500 million

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Wayve, a specialist in embodied AI for autonomous driving, could be in line to raise as much as $2 billion in its next funding round, according to some observers.

The company recently announced it has signed a letter of intent with Nvidia to evaluate a $500 million strategic investment in Wayve’s next funding round.

This investment builds on Nvidia’s participation in Wayve’s Series C funding round and fuels the company’s continued growth. It also reflects the companies’ shared vision to bring safe, scalable, and production-ready autonomous driving technology to market. [Read more…] about Wayve could raise $2 billion in its next funding round with Nvidia in talks to invest $500 million

Fujitsu expands partnership with Nvidia to build ‘full-stack AI infrastructure’

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Fujitsu has expanded its collaboration with Nvidia to jointly develop full-stack AI infrastructure designed to accelerate adoption of artificial intelligence across multiple industries.

The partnership will focus on creating an AI agent platform tailored for sectors including healthcare, manufacturing, and robotics, alongside high-performance computing systems that integrate Fujitsu’s Fujitsu-Monaka CPUs with Nvidia GPUs using NVLink Fusion.

According to the companies, this combination is intended to enable self-evolving AI systems that continuously learn and adapt, providing enterprises with industry-specific automation tools. [Read more…] about Fujitsu expands partnership with Nvidia to build ‘full-stack AI infrastructure’

Linux Foundation launches Newton with Disney, DeepMind and Nvidia to advance robotics AI

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The Linux Foundation, the nonprofit organization enabling mass innovation through open source code, has launched Newton, an open source, GPU-accelerated, extensible physics engine that enables faster, more scalable simulations to lower the barrier to robotics research.

Co-developed by Disney Research, Google DeepMind, and Nvidia, Newton was designed and built by and for robotics developers to tackle the modern-day challenges of building generalist robots.

Built on Nvidia Warp and OpenUSD, Newton delivers GPU‑accelerated simulation with a flexible, extensible architecture that supports multiple physics solvers. [Read more…] about Linux Foundation launches Newton with Disney, DeepMind and Nvidia to advance robotics AI

Hitachi to build ‘AI Factory’ based on Nvidia reference architecture

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Hitachi says it plans to establish a global “Hitachi AI Factory” based on Nvidia AI Factory reference architecture, yielding a centralized infrastructure designed to accelerate the development and deployment of physical AI solutions across Hitachi’s core business sectors.

The AI Factory is powered by Hitachi iQ with Nvidia HGX B200 systems featuring Nvidia Blackwell GPUs; Hitachi iQ M Series with Nvidia RTX PRO 6000 Server Edition GPUs; and Nvidia Spectrum-X Ethernet networking platform.

This strategic initiative directly supports Hitachi’s ambition to create and deploy AI that interacts with the real world. [Read more…] about Hitachi to build ‘AI Factory’ based on Nvidia reference architecture

Nvidia to invest $5 billion into Intel and jointly develop custom data center and PC technologies

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Intel to design and manufacture custom data center and client CPUs with Nvidia NVLink and Nvidia to invest $5 billion in Intel common stock

Nvidia and Intel have announced a collaboration to jointly develop multiple generations of custom data center and PC products that accelerate applications and workloads across hyperscale, enterprise and consumer markets.

The companies will focus on seamlessly connecting Nvidia and Intel architectures using Nvidia NVLink – integrating the strengths of Nvidia’s AI and accelerated computing with Intel’s leading CPU technologies and x86 ecosystem to deliver cutting-edge solutions for customers.

For data centers, Intel will build Nvidia-custom x86 CPUs that Nvidia will integrate into its AI infrastructure platforms and offer to the market. [Read more…] about Nvidia to invest $5 billion into Intel and jointly develop custom data center and PC technologies

OpenAI and Nvidia agree strategic partnership to deploy 10 gigawatts of Nvidia systems

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Nvidia and OpenAI have announced a letter of intent for a landmark strategic partnership to deploy at least 10 gigawatts of Nvidia systems for OpenAI’s next-generation AI infrastructure to train and run its next generation of models on the path to deploying superintelligence.

To support this deployment including datacenter and power capacity, Nvidia intends to invest up to $100 billion in OpenAI as the new Nvidia systems are deployed. The first phase is targeted to come online in the second half of 2026 using Nvidia’s Vera Rubin platform (main image).

Jensen Huang, founder and CEO of Nvidia, says: “Nvidia and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT. This investment and infrastructure partnership mark the next leap forward – deploying 10 gigawatts to power the next era of intelligence.” [Read more…] about OpenAI and Nvidia agree strategic partnership to deploy 10 gigawatts of Nvidia systems

Nvidia and OpenAI launch ‘the biggest AI infrastructure deployment in history’

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Nvidia founder and CEO Jensen Huang, OpenAI CEO Sam Altman and OpenAI president Greg Brockman described a new strategic partnership to fuel OpenAI’s growth – and enable AI at scale for virtually every industry and user

OpenAI and Nvidia have launched a landmark AI infrastructure partnership – an initiative that will scale OpenAI’s compute with multi-gigawatt data centers powered by millions of Nvidia GPUs.

To discuss what this means for the next generation of AI development and deployment, the two companies’ CEOs, and the president of OpenAI, spoke this morning with CNBC’s Jon Fortt (see video below).

Jensen Huang, Nvidia founder and CEO, in the interview, says: “This is the biggest AI infrastructure project in history. This partnership is about building an AI infrastructure that enables AI to go from the labs into the world.” [Read more…] about Nvidia and OpenAI launch ‘the biggest AI infrastructure deployment in history’

MassRobotics, AWS, and Nvidia launch first-of-its-kind physical AI fellowship

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The program aims at accelerating research and development of startups building at the intersection of physical AI and robotics

MassRobotics has announced the Physical AI Fellowship, a virtual program powered by Amazon Web Services Startups and Nvidia Inception to help high-potential robotics startups build, refine, and scale physical AI solutions.

The inaugural Fall 2025 cohort includes some of the most promising startups working within physical AI and serving a multitude of industries. Throughout the program, fellows will work one-on-one with scientists and engineers from the AWS Generative AI Innovation Center to refine their physical AI solutions.

Physical AI is increasingly critical to the development of complex hardware, especially robotics. Delivering advanced tools and support to startups will help the AI-powered robotics industry grow exponentially. [Read more…] about MassRobotics, AWS, and Nvidia launch first-of-its-kind physical AI fellowship

Honeywell raises $600 million for ‘developer of the world’s highest-performing quantum computer’

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Honeywell has announced an approximately $600 million equity capital raise for Quantinuum, developer of what the companies say is “the world’s highest-performing quantum computer”, at a pre-money equity valuation of $10 billion.

Quanta Computer, NVentures (Nvidia’s venture capital arm) and QED Investors have joined existing shareholders JPMorganChase, Mitsui, Amgen, Cambridge Quantum Holdings, Serendipity Capital and Honeywell – all of whom have reinvested in this round. The round also includes participation from new investors MESH and Korea Investment Partners.

This capital raise will support Quantinuum’s advancement of quantum computing at scale, which includes continued progress toward the upcoming launch of Helios, the company’s next generation quantum computing system that is expected to launch this year. [Read more…] about Honeywell raises $600 million for ‘developer of the world’s highest-performing quantum computer’