Blackwell

Latest developments

Microsoft event debuts new AI-friendly hardware and Windows changes Ars Technica · 1 week ago · 32

Nvidia ties AI factory economics to tokens and power efficiency SiliconANGLE · 2 weeks ago · 41

Cisco and Nvidia take AI factories from rack to runtime SiliconANGLE · 1 month ago · 2 Launch HN: Discovered Materials (YC P26) – AI agents to discover new materials discoveredmaterials.com · 2 months ago · 38

Q4 2026

◆ Microsoft used a Windows and Surface event to announce RTX Spark-based AI PCs, the Surface Laptop Ultra, and Windows 11 updates for on-device “hybrid intelligence” and agentic Copilot features Feature update

◆ CoreWeave and Cognition announce production deployment of Cognition’s agent workloads on NVIDIA Vera Rubin NVL72 and launch CoreWeave Forge to connect observability back into training and evaluation Deployment

• 8 Oct Microsoft event debuts new AI-friendly hardware and Windows changes
• 1 Oct Nvidia ties AI factory economics to tokens and power efficiency

Q3 2026

◆ Cisco expanded its Secure AI Factory with Nvidia to deliver rack-scale, liquid-cooled AI systems for production deployments Feature update

◆ Discovered Materials raised a $9 million seed round and released examples and a benchmark for its AI-agent system to discover heat-reducing semiconductor materials Funding

• 25 Aug Cisco and Nvidia take AI factories from rack to runtime
• 12 Aug Launch HN: Discovered Materials (YC P26) – AI agents to discover new materials

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Products & technology

• NVIDIA supplies this technology · 1 source
• NVIDIA develops this technology · 1 source