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Tuesday, March 24, 2026

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Nvidia CEO Jensen Huang said at GTC 2026 that he expects at least $1 trillion in revenue from Blackwell and Vera Rubin chips through 2027, as AI shifts from training to inference.

Nebius Signs $27 Billion AI Infrastructure Deal With Meta

Nebius Group has agreed to provide Meta with up to $27 billion in dedicated AI computing capacity over five years, based on Nvidia's next-generation Vera Rubin platform.

IBM and Nvidia Deepen AI Partnership for Enterprises

IBM and Nvidia announced an expanded collaboration at GTC 2026 to help enterprises move AI from pilot to production, with new tools spanning data, infrastructure and cloud.

Dell and Nvidia Push Enterprise AI From Pilot to Production

Dell marks two years of its AI Factory with Nvidia at GTC 2026, announcing new data, infrastructure and storage tools to help enterprises move AI from experimentation to scale.

Meta Delays New A.I. Model Over Performance Concerns

Meta has pushed back the release of its new A.I. model, code-named Avocado, to at least May after internal tests showed it trailing rivals Google, OpenAI and Anthropic.

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