Nvidia CEO Jensen Huang predicted the semiconductor industry must expand 5-10x over the next decade to support AI agents and robots that will consume compute continuously. Huang estimates there will be 100 billion AI agents and billions of robots all using computers, compared to today's 1 billion human users, requiring fundamental changes to backend infrastructure and data center architecture. This forecast is driving major supply commitments, including Nvidia's $500 billion partnership with SK Group to secure advanced memory and build out AI data center capacity in South Korea.
NVIDIA is promoting its Jetson platform for edge AI and robotics, highlighting how its compact Jetson Orin Nano Super module delivers 67 trillion operations per second of AI performance in a handbag-sized form factor. The company showcases various robotics projects built with the platform, from autonomous vehicles to AI-powered assistants running locally without cloud dependency. Developers can now prototype and deploy AI applications at the edge using open models across classrooms, labs, and consumer robotics projects.
NVIDIA publishes open-source AI models across multiple domains—reasoning, robotics, autonomous vehicles, drug discovery, and climate forecasting—making it the largest publisher of open models on Hugging Face. The company uses hybrid Transformer-Mamba architectures combined with mixture-of-experts layers and 4-bit precision training to build models that are both fast and capable. By open-sourcing these models that run on NVIDIA GPUs, the company accelerates AI development across industries while driving adoption of its hardware ecosystem.
The Wall Street Journal·2 months ago·
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● 3 sources
Nvidia invested in Safe Superintelligence, Ilya Sutskever's newly founded AI lab, and will supply the startup with significant quantities of its flagship GPUs. The deal provides SSI with substantial computational resources from Nvidia's most advanced hardware to support its research operations. This arrangement expands Nvidia's influence in the AI ecosystem while giving SSI the infrastructure needed to pursue its safety-focused research agenda.
OpenAI is in advanced negotiations to lease a $500 billion data center in southern Ohio, with Nvidia committing $250 billion in financial backing for the project. The facility requires approval from Commerce Secretary Howard Lutnick. If completed, the project would represent a major infrastructure investment supporting OpenAI's large language model development and deployment capabilities.
Safe Superintelligence Inc., founded by former OpenAI researcher Ilya Sutskever, has secured access to Nvidia's Vera Rubin GPUs in a deal valued at multiple billions of dollars. The agreement increases SSI's available compute by an order of magnitude and represents a significant investment from Nvidia, which gained rare access to SSI's research. This computational power will enable SSI to scale up its research toward developing safe artificial superintelligence without the distraction of commercial product demands.
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