Nvidia lines up $500 billion backstop
Six Wall Street giants fund the build-out.
SideFX and Nvidia bring MCP-powered AI agents to Houdini 22’s rigging workflow at Siggraph 2026
MCP: AI integration done right, as a new Apex Script MCP server (early preview) lets AI assistants help write procedural rigging code.
Nvidia plays a strong hand at Siggraph
Announces new cutting-edge tech, Omniverse disaggregation, NemoClaw on DGX Station, and more.
AMD Instinct 455X targets Nvidia’s Rubin directly
320 billion transistors, 72-GPU rack scale—Scale up, scale out.
AI demand pushes hardware prices higher
Chips, memory, consoles all cost more
Rubin makes inference a rack problem
The emphasis turns to memory, power, and racks as interconnected parts of the puzzle
Nvidia shrinks Blackwell for mass robotics
New modules target mainstream edge AI
SambaNova could cap AI CapEx
Hybrid inference extends GPU investments.
DeepSeek moves toward its own AI chip
Chip said to be for inference rather than training.
Koduri builds the Arm model for AI GPUs
Oxmiq’s licensable IP stack targets the economics of AI factories.
Agentic AI recasts host CPUs
Memory and orchestration drive procurement.
European AI factories everywhere, still Nvidia
Nvidia’s European AI factory expansion also strengthens the quantum-classical stack.