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AI & Enterprise
Tech Insight: Nvidia is now an AI infrastructure platform company
Nvidia is now a heterogeneous AI infrastructure platform company, tech analyst Patrick Moorhead said after hearing announcements at Nvidia\'s annual GTC 2026 conference. Nvidia unveiled its new Vera Rubin AI infrastructure platform, including chips and rack systems designed for mass production. It also highlighted integration with Groq inference hardware and growing demand for its Vera CPU. Nvidia detailed software moves with Dynamo 1.0 and a security-enhanced NeMo stack, and cited adoption across cloud, enterprise and robotics.
Industry
Nvidia to build orbital data centres based on physical AI
Nvidia will unveil at GTC 2026 a Physical AI full-stack strategy spanning industrial automation, autonomous driving, edge computing and space. It introduced a Physical AI Data Factory Blueprint built on the Cosmos world model and Osmo orchestrator to link data generation, simulation, evaluation and deployment. Microsoft Azure and Nebius are first cloud adopters. Nvidia also announced robotics and autonomous driving software updates and a space-optimised Vera Rubin Space Module aimed at real-time orbital operations.
AI & Enterprise
AI boom puts transformer startups in spotlight as they target SST
The 140-year-old iron-core transformer underpins power grids and AI firms’ power infrastructure, but faces limits as data-centre electricity demand surges, the article said. Interest is growing in solid state transformer, or SST, technology. In recent months, related startups have raised $280 million, TechCrunch reported. Competitors including Ampersand, DG Matrix and Heron Power are vying for position, with total funding topping $330 million, PitchBook said.
