Nvidia is intensifying its open-source strategy through its upcoming trillion-parameter model in the Nemotron 4 family, which is meant to compete with the world's leading open-source models, according to The Information. While this may put it in the awkward position of vying against its customers, the chipmaker's advocacy for open-source AI could see the company benefit from more chip sales across the board.

At the 2026 OCP APAC Summit, debate over networking architectures in cloud AI data centers sharpened as industry players said the main bottleneck is no longer compute; beyond memory, networking has become a key constraint on how far AI infrastructure can scale.

SpaceXAI has launched Grok Bot, an AI agent designed to take on workplace tasks and operate digital tools with limited human intervention, marking the company's latest move to push Grok beyond a conventional chatbot.

Amazon is moving ahead with a dedicated gas-fired power plant for a new data center campus in Pecos County, Texas, as part of an effort to speed AI infrastructure deployment outside the state grid. The project, called GW Ranch, is designed to support behind-the-meter self-generation and avoid the interconnection delays that have slowed other power-heavy facilities.

IBM and Together AI have announced a collaboration to deploy a dedicated Nvidia-powered inference cluster on IBM Cloud, a move that could reshape how enterprises access open-source AI services worldwide. The planned system is designed to improve performance, lower token costs, and expand global access to scalable AI infrastructure as demand for real-time applications grows.

Lumentum Holdings said it is pulling forward capacity investments across lasers, transceivers, and optical circuit switches (OCS) after fiscal fourth-quarter revenue surged 109% year-over-year to US$1.01 billion, with the company now guiding to hit its long-stated US$1.25 billion quarterly revenue target more than a quarter ahead of schedule.