AI News Archive: June 1, 2026 — Part 18
Sourced from 500+ daily AI sources, scored by relevance.
- US Senators blast Trump for allowing AI chips to be sent to overseas units of Chinese firms
US Senators blast Trump for allowing AI chips to be sent to overseas units of Chinese firms The Straits Times
- France attracts $108 billion in foreign investment, half for SoftBank data centres
France attracts $108 billion in foreign investment, half for SoftBank data centres Reuters
- SoftBank is committing billions to build AI data centers in France
The Japanese investment giant plans to develop 5 GW of AI data center capacity, with an initial phase focused on the Hauts-de-France region
- SoftBank data centre offers France AI sovereignty with strings
The plans are undoubtedly grand but it’s impossible to tell what capacity will be required when the 2030s kick off
- K+G Ai ERP Company Growth, Stability & Outlook 2026
K+G Ai ERP Company Growth, Stability & Outlook 2026 Built In
- SoftBank Announces Plan to Build 5 GW of AI Data Centre Capacity in France
SoftBank is investing €75 billion to build 5 GW of AI data centers in France. Discover the impact of this massive AI infrastructure investment. Learn more!
- France eyes billions of investment in AI
France eyes billions of investment in AI The Japan Times
- SoftBank's Son looks to tackle AI's power problem with France data centers
SoftBank's Son looks to tackle AI's power problem with France data centers Nikkei Asia
- SoftBank Plans €75B AI Data Center Buildout in France
SoftBank plans to build 5 GW of AI data center capacity in France, but the first phase will not arrive until 2031. The post SoftBank Plans €75B AI Data Center Buildout in France appeared first on TechRepublic .
- Anthropic offers EU access to Mythos
Bloc in talks to use American AI model in first expansion outside US and UK
- Anthropic invites EU to access Mythos hacking tech
European authorities for weeks were shut off from accessing the cutting-edge cybersecurity AI tech.
- Arm, IBM and Hewlett Packard soar as Nvidia chip 'reinvention' extends software rally
Shares in software compares surged ahead on Monday.
- Nvidia to work with US, European humanoid robot makers in addition to China's Unitree
After CEO Jensen Huang's keynote address in Taiwan on Monday ahead of the Computex trade show, Nvidia announced that the company is working with China's Unitree, a leading maker of humanoid robots, to provide a standardized version of Unitree's H2 robot that can be used by academic researchers.
- Unitree clears key hurdle to Shanghai IPO as China’s humanoid robot wave gathers pace
Unitree Robotics, one of the leading forces in mainland China’s booming humanoid robot sector, has cleared a major hurdle for its highly anticipated initial public offering (IPO) after passing a listing committee hearing on Monday. The Hangzhou-based company filed to list on Shanghai’s Star Market on March 20. Following two rounds of regulatory inquiries and an on-site inspection, the hearing approval opens the door for the IPO to proceed to registration and issuance. Unitree said it aimed to...
- Nvidia, Unitree and Sharpa unite to design humanoid robot that can perform ‘real work’
Nvidia has partnered with Chinese robotics champion Unitree Robotics and Singapore robotic hand maker Sharpa to release a new humanoid robot reference design to accelerate innovation in the global humanoid industry, the US chip giant’s CEO, Jensen Huang, announced on Monday. The new design, called H2+ or Isaac GR00T, will support industry-wide humanoid robotics research by streamlining the full development workflow for developers, including data collection, policy training and real-world...
- Humanoid Robot Maker Unitree Advances Toward $618 Million Shanghai IPO
Humanoid Robot Maker Unitree Advances Toward $618 Million Shanghai IPO Caixin Global
- Nvidia Taps Unitree for Humanoid Robot Platform
Nvidia is combining Unitree’s humanoid hardware with its own AI and simulation tools, in a new design aimed at researchers and developers.
- 'Robots that can perform real work': Nvidia, Unitree, and Sharpa are forming a super-group to make the most capable humanoid robots yet — with Jensen Huang promising a ‘meaningful step’ towards frighteningly capable robots
A new collaboration between industry leaders should mean robots that are more intelligent and versatile.
- Singapore robotic hands firm Sharpa joins Nvidia and Unitree on humanoid robot project
Singapore robotic hands firm Sharpa joins Nvidia and Unitree on humanoid robot project The Straits Times
- Singapore robotic-hands firm Sharpa joins Nvidia and Unitree on humanoid robot project
Singapore robotic-hands firm Sharpa joins Nvidia and Unitree on humanoid robot project The Straits Times
- Top economist sees "zero evidence" of AI job loss
Top economist finds no evidence of AI causing job loss.
- 'Zero evidence': Apollo's chief economist says AI-related job losses aren't happening
Apollo's chief economist disregards concerns that AI is causing job losses – argues many sectors are seeing huge growth.
- ReleasePad Adds Machine-Readable Changelog Output for AI Assistants
ReleasePad Adds Machine-Readable Changelog Output for AI Assistants USA Today
- AI Is Shipping Faster Than Customers Can Adopt It, New Research Finds
AI Is Shipping Faster Than Customers Can Adopt It, New Research Finds Toronto Star
- The U.S. is closing a loophole that let Chinese firms buy Nvidia AI chips abroad
The Commerce Department's Bureau of Industry and Security clarified that export license rules apply to Chinese-headquartered firms regardless of where they operate
- US takes step to halt Nvidia AI chip shipments to Chinese firms outside China
US takes step to halt Nvidia AI chip shipments to Chinese firms outside China
- Beyond Nvidia: how US export curbs are forcing China to redesign its AI chip industry
Under the weight of sustained US export controls on advanced semiconductors, China’s AI chipmakers are battling to forge a self-reliant silicon ecosystem capable of breaking Nvidia’s stranglehold on the market. At the centre of this rivalry is a fundamental design debate: Should the country rely on the versatile graphics processing unit (GPU) or pivot to the highly specialised application-specific integrated circuit (ASIC)? The fight is no longer about finding a single Nvidia clone; it is about...
- US takes step to halt Nvidia AI chip shipments to Chinese firms outside China
US takes step to halt Nvidia AI chip shipments to Chinese firms outside China The Straits Times
- US tightens controls on AI chip sales to China
The move aims to close a loophole that may have allowed Chinese firms’ subsidiaries in places such as Malaysia to obtain Nvidia Blackwell processors.
- US takes step to halt Nvidia AI chip shipments to Chinese firms outside China
UPDATE 1-US takes step to halt Nvidia AI chip shipments to Chinese firms outside China
- OpenAI wants you to have a personal robot; starts hiring for robotics division
The robotics division grew out of OpenAI's world simulation research program, led by Aditya Ramesh, the researcher also known for his work on DALL-E.
- OpenAI Begins Hiring Engineers for Robotics Division
The company envisions everyone having a personal robot that does everything they need.
- A robot is helping an ailing couple stay in their home. Are more to come for an aging population?
A robot is helping an ailing couple stay in their home. Are more to come for an aging population?
- A robot is helping an ailing couple stay in their home. Are more to come for an aging population?
A robot is helping an ailing couple stay in their home. Are more to come for an aging population? The Boston Globe
- A robot is helping an ailing couple stay in their home. Are more to come for an aging population?
The decades-long quest to build home robots that are both helpful and lifelike — spurred on by fictional machines like The Jetsons’ humanoid maid Rosie —- is still mostly a pipe dream, but some developers are getting closer.
- A robot is helping an ailing couple stay in their home. Are more to come for an aging population?
A robot is helping an ailing couple stay in their home. Are more to come for an aging population? Houston Chronicle
- A robot is helping an ailing couple stay in their home. Are more to come for an aging population?
A robot is helping an ailing couple stay in their home. Are more to come for an aging population? AP News
- A robot is helping an ailing couple stay in their home
The decades-long quest to build home robots that are both helpful and lifelike — spurred on by fictional machines like The Jetsons’ humanoid maid Rosie —- is still mostly a pipe dream, but some developers are getting closer
- A robot is helping an ailing couple stay in their home. Are more to come for an aging population?
The decades-long quest to build home robots that are both helpful and lifelike — spurred on by fictional machines like The Jetsons’ humanoid maid Rosie —- is still mostly a pipe dream, but some developers are getting closer
- A robot is helping an ailing couple stay in their home. Are more to come for an aging population?
A robot is helping an ailing couple stay in their home. Are more to come for an aging population? Boston Herald
- A robot is helping an ailing couple stay in their home. Are more to come for an aging population?
After outliving Booker T. Bones, their second service dog, Brenda and Brian Marquis still needed help with some of the more difficult parts of daily life.
- A virtual tomato training arena for harvesting robots
A virtual tomato training arena for harvesting robots EurekAlert!
- Microsoft Surface Laptop Ultra Announced With Blackwell RTX GPU, Nvidia RTX Spark Superchip
Microsoft Surface Laptop Ultra was announced on Sunday as the company’s most powerful Surface laptop ever built. Developed in collaboration with Nvidia, the Redmond-based tech giant says its new laptop is aimed at creators, developers, AI researchers, and professionals. The Surface Laptop Ultra features Nvidia's latest Blackwell RTX graphics architecture with up to ...
- Microsoft Surface Ultra is a portable AI supercomputer powered by Nvidias RTX Spark chip
Microsoft's Surface Ultra is the most powerful Surface yet, and it comes with an Nvidia RTX Spark inside.
- MSI Claw 8 EX AI+ to bring Intel Arc G3 Extreme to gaming handhelds
MSI's upcoming Claw 8 EX AI+ handheld gaming console is set to debut with Intel's Arc G3 Extreme chip, an 8-inch 120Hz display, Xbox Mode and up to 32GB RAM
- Is the MSI Claw 8 EX AI+ the New Gaming Handheld to Beat? video
The MSI Claw 8 EX AI+ and Acer Predator Atlas 8 are running Intel's new Arc G3 Extreme processor, while Asus unveiled an ROG Xbox Ally X20. Which one is right for you?
- Apple’s much-awaited AI smart glasses delayed until 2027: Report
Apple’s much-awaited AI smart glasses delayed until 2027: Report
- NVIDIA announces Isaac GR00T reference humanoid robot for academic research
NVIDIA announced the NVIDIA Isaac GR00T Reference Humanoid Robot, the first open humanoid robot reference design built on NVIDIA Jetson Thor and the NVIDIA Isaac GR00T open development platform. The reference design helps democratize frontier humanoid robotics research by providing access to advanced hardware and an open software stack without requiring proprietary platforms. As demand for general-purpose humanoids accelerates, researchers still face a fragmented process spanning hardware integration, data collection, simulation, training, evaluation and deployment. The NVIDIA Isaac GR00T Reference Humanoid Robot unifies development by bringing a Unitree H2 Plus humanoid robot and Sharpa Wave tactile five-finger hands (the “body”), with NVIDIA Jetson Thor-powered onboard compute and Isaac GR00T software and workflows (the “brain”) into a single integrated reference design, helping research teams move faster from robot bring-up to skill development and real-world validation. With NVIDIA’s compute and open software stack at the center, the reference design gives research teams a more unified, secure foundation for advancing humanoid robotics. “Humanoid robots will bring physical AI to the world’s largest industries, opening a multitrillion-dollar economic opportunity,” said Jensen Huang, founder and CEO of NVIDIA. “The NVIDIA Isaac GR00T Reference Humanoid Robot gives researchers a single, open platform to make breakthrough discoveries toward general-purpose physical intelligence.” State-of-the-art humanoid robot for physical AI development The NVIDIA Isaac GR00T Reference Humanoid Robot is a state-of-the-art platform that brings the key building blocks for frontier humanoid research into one system, pairing a human-scale robot body with dexterous manipulation, sensing, control and onboard AI compute. The reference design features: Unitree H2 humanoid chassis, standing nearly 6 feet tall and weighing 150 pounds, with 31 degrees of freedom across the body for human-scale testing. Dual Sharpa Wave tactile five-finger hands, enabling dexterous manipulation with 22 degrees of freedom and bringing the robot to 75 degrees of freedom across the body and hands. Multi-view sensing, including a head-mounted stereo camera with wide field of view (140 degrees horizontal, 102 degrees vertical), wrist cameras for close-range manipulation and an inertia measurement unit for motion tracking. Whole-body control, with arm torque of up to 120 Newton-meters, leg torque of up to 360 Newton-meters, a rated arm payload of 7 kilograms and peak payload of 15 kilograms, unlocking more capable lifting and reach. NVIDIA Jetson AGX Thor T5000 onboard compute, featuring an NVIDIA Blackwell GPU with 2,070 FP4 teraflops of AI performance, a 14-core Arm CPU, 128GB of unified memory and a configurable 40- to 130-watt power range for real-time sensor processing and robot inference. Connectivity across Ethernet, Wi-Fi 6, Bluetooth 5.2, USB and an array of microphones and speakers for voice interaction. Battery for extended operation, with a 15Ah, 0.972kWh capacity and about three hours of life. On-remote emergency stop function for quickly disengaging the robot safely. Isaac GR00T provides full-stack platform for humanoid development The NVIDIA software stack provides the development environment for simulation, training, evaluation and deployment, while researchers retain control of their robot data, training data, telemetry and logs. The Isaac GR00T platform includes: NVIDIA Isaac Teleop to capture high-quality robot demonstration data for training and policy development. NVIDIA Isaac GR00T open foundation models to support humanoid reasoning, learning and multitask behavior. NVIDIA Isaac Sim and Isaac Lab to simulate, train, test and evaluate robot policies before real-world deployment. Accelerated NVIDIA Isaac ROS middleware to move trained policies onto robots. NVIDIA Jetson Thor to run real-time, on-robot inference and control. Its modular design lets robotics teams use the full platform or integrate selected capabilities into existing development pipelines, helping them scale humanoid development without rebuilding the same infrastructure for each robot or task. The NVIDIA Isaac GR00T developer platform will also support the Unitree G1 humanoid robot, extending the same development approach to a robot widely used by researchers and humanoid developers across leading institutions. Accelerating the robotics research ecosystem Leading research institutions, including Ai2, ETH Zurich, Stanford Robotics Center and UC San Diego’s Advanced Robotics and Controls Laboratory will use this humanoid robot reference design to advance frontier humanoid robotics research. “Robotics moves fastest when researchers can build on open platforms, share code and test ideas on real machines,” said Steve Cousins, Executive Director of the Stanford Robotics Center. “The NVIDIA Isaac GR00T Reference Robot gives our students and collaborators an open humanoid reference design with dexterous hands, onboard AI compute and the NVIDIA Isaac GR00T development platform for creating, comparing and sharing robot behaviors on physical hardware.” “ETH Zurich’s robotics research aims to advance machines that can move, perceive and manipulate reliably in the real world,” said Marco Hutter, Prof., ETH Zurich’s Robotic Systems Lab. “The NVIDIA Isaac GR00T reference design gives our teams a state-of-the-art humanoid platform for collecting data, testing algorithms and validating robot behaviors with the NVIDIA Isaac GR00T development platform.” “To make progress toward general-purpose robots, researchers need platforms that are both capable and broadly accessible,” said Deepak Pathak, Co-founder and CEO of Skild AI. “A reference design lets more researchers participate in frontier humanoid research and move from ideas to experiments faster. This helps push the whole robotics research ecosystem forward.” “At Ai2, our mission is to accelerate robotics through open science,” said Dieter Fox, Senior Research Director at Ai2 and Prof., University of Washington. “The NVIDIA Isaac GR00T Reference Robot, built on NVIDIA’s open technologies, provides our researchers with the hardware and software components necessary to continue our work in broadly competent robotics.” “Advancing robotics research for real-world problems requires humanoids that can move, interact and manipulate with precision in dynamic environments,” said Michael Yip, Prof., UC San Diego, and Director of the Advanced Robotics and Controls Laboratory. “An integrated platform that connects robot hardware, data capture, policy learning and physical evaluation can help researchers accelerate loco-manipulation research and develop more useful real-world systems.” NVIDIA Research will also use this reference design to advance Isaac GR00T open models, frameworks and hardware. The NVIDIA Isaac GR00T Reference Humanoid Robot will be available from Unitree in late 2026. The NVIDIA Isaac GR00T reference workflow for Unitree G1 is expected to be available soon on GitHub and Hugging Face for robot developers.
- NVIDIA unveils Vera, the CPU for agents
NVIDIA has announced that the world’s technology leaders are planning to adopt NVIDIA Vera, the first CPU built for AI agents. Now in full production, NVIDIA Vera is a new class of processor enabling 1.8x faster task completion compared with x86 CPUs to drive diverse workloads across industries — including agentic AI, reinforcement learning and data processing — generating more data center token revenue. Building on the success of NVIDIA Grace CPUs, which have nearly 2.5 million shipments to date, Vera takes CPU performance and energy efficiency to new levels for the most demanding AI workloads in modern data centers — where agents move from answering basic questions to taking actions, running code, using tools and evaluating results. Customers exploring the Vera CPU include finance leader NYSE, global AI labs Anthropic, OpenAI and SpaceXAI, and hyperscalers ByteDance, CoreWeave, Lambda, Nebius, Nscale and Oracle Cloud Infrastructure (OCI). Vera is also being integrated into AI infrastructure from world-leading system manufacturers such as Dell Technologies, HPE, Lenovo and Supermicro, along with Taiwan system builders. “AI agents will be the largest users of computing,” said Jensen Huang, founder and CEO of NVIDIA. “Vera is the first CPU designed for that future — built to run agentic AI at hyperscale with extraordinary performance, efficiency and programmability.” “At the NYSE, our focus is to optimize the latency, throughput and reliability of the systems underpinning our unrivaled infrastructure,” said Lynn Martin, President of NYSE Group. “The NYSE processes more than 1.1 trillion messages per day, and in collaboration with Redpanda and HPE, using NVIDIA Vera CPUs, we will be scaling our capacity while further optimizing latency to power a high-performance, resilient and AI-ready market infrastructure.” Anthropic, the AI innovator behind Claude, is evaluating adding Vera to scale CPU-intensive agentic workloads. “Scaling compute is an important accelerant for the growth of models,” said James Bradbury, Head of Compute at Anthropic. “We’re excited to see Vera emerge as a promising part of the ecosystem when solving for agentic workloads.” OCI Supercluster powered by NVIDIA Vera represents the next frontier in hyperscale AI supercomputing. “Oracle Cloud Infrastructure is rapidly scaling AI infrastructure to meet surging demand for training, inference and agentic AI,” said Mahesh Thiagarajan, Executive VP of Oracle Cloud Infrastructure. “By deploying NVIDIA Vera CPUs, OCI will support high-throughput reasoning and data processing workloads across next-generation AI environments.” According to Phoronix, which offers a comprehensive, open source benchmarking suite, NVIDIA Vera delivered the fastest overall performance across agentic workloads including code compilation, Python, Java and database processing. These workloads sit on the critical path of modern AI factories, including for agent tool use and sandbox execution, where faster CPU performance delivers higher agent throughput and interactivity. Custom CPU for agentic era AI factory economics are shifting from cores per dollar to tokens per dollar, requiring CPUs that complete agentic, data-processing and orchestration work faster and more efficiently. Vera is powered by Olympus, a custom NVIDIA CPU core engineered for the CPU work behind that shift, from Python runtimes and sandboxed code execution to orchestration logic and analytics pipelines. Vera is built to process more instructions, anticipate application behavior and move data across large numbers of concurrent environments, queries and data processing tasks — featuring 88 Olympus cores, Spatial Multithreading, and a LPDDR5X memory subsystem that delivers up to 1.2TB/s of bandwidth. This helps agents spend less time waiting on CPU-bound steps and lets AI factories keep accelerators moving. The Vera CPU can also be deployed across the full AI factory — from the standalone CPU infrastructure to tightly coupled accelerated systems. Vera helps AI factories deliver higher end-to-end throughput and faster time to solution for users, improving responsiveness and efficiency across training, inference and agentic execution. Vera serves as the host CPU for NVIDIA Vera Rubin platforms through second-generation NVIDIA NVLink-C2C interconnect technology, which provides up to 1.8TB/s of coherent bandwidth between CPU and GPU. It extends NVIDIA Confidential Computing at rack scale, protecting agentic workloads. The NVIDIA Vera BlueField-4 STX processor integrates Vera with high-performance networking, storage acceleration and in-silicon security to create secure-by-design AI-native data platforms. Extensive ecosystem support Vera CPUs are available in dense, liquid-cooled racks for large-scale agentic AI and reinforcement learning environments, as well as flexible two-socket air-cooled systems for enterprise, cloud, data processing and AI factory deployments. Leading infrastructure providers offering Vera CPU-based systems include Aivres, ASRock Rack, ASUS, Compal, Dell, Foxconn, GIGABYTE, HPE, Hyve Solutions, Inventec, Lenovo, MiTAC Computing, MSI, Pegatron, Quanta Cloud Technology (QCT), Supermicro, Wistron and Wiwynn. Major original equipment manufacturers — Dell, HPE, Lenovo and Supermicro — will be offering Vera in standalone CPU server configurations, the first standard CPU option beyond x86. Leading cloud service providers planning to deploy Vera CPUs include Akamai, ByteDance, Cloudflare, CoreWeave, Crusoe, Lambda, Nebius, Nscale, Oracle Cloud Infrastructure, Redpanda, Starburst, Together AI and Vultr. Vera systems will be available from system builders and cloud partners starting this fall.
- NVIDIA Vera Rubin ramps into full production to power agentic AI factories
NVIDIA has announced the NVIDIA Vera Rubin platform is ramping into full production to power agentic AI factories worldwide. Taiwan’s top server makers and global supply chain leaders are manufacturing Vera Rubin-based systems at scale — fueling AI labs, cloud providers and hyperscalers to build tomorrow’s intelligence. Vera Rubin delivers NVIDIA’s most extensive POD-scale platform — five purpose-built racks operating as one massive AI supercomputer for agentic workloads. The platform unifies NVIDIA Vera Rubin NVL72 systems, NVIDIA Vera CPU, NVIDIA Groq 3 LPX, NVIDIA Vera BlueField-4 STX storage and NVIDIA Spectrum-6 SPX Ethernet racks into a fully integrated system. Vera Rubin delivers 10x agent throughput at scale compared with the previous-generation NVIDIA Grace Blackwell platform. “Agentic AI is a new kind of workload. One prompt can launch a thousand-step journey of reasoning, retrieval, tool use and response generation,” said Jensen Huang, founder and CEO of NVIDIA. “Vera Rubin was built for this moment — an AI factory engine that delivers intelligence at scale, with the performance, efficiency and security needed to power the next industrial revolution.” Vera Rubin ramp Vera Rubin marks the third generation of NVIDIA MGX rack-scale systems. With a proven, open source MGX design, hundreds of NVIDIA supply chain ecosystem partners — 150 in Taiwan alone — across 350+ factories and 30 countries are ramping Vera Rubin. Top system builders, infrastructure software and storage partners are in full-scale production of Vera Rubin. This includes Dell Technologies, HPE, Lenovo and Supermicro, as well as AIC, Aivres, ASRock Rack, ASUS, Cloudian, Compal, DDN, Everpure, Foxconn, GIGABYTE, Hitachi Vantara, Hyve Solutions, IBM, Inventec, MinIO, MiTAC Computing, MSI, NetApp, Nutanix, Pegatron, Quanta Cloud Technology (QCT), VAST Data, WEKA, Wistron and Wiwynn. Building fabric for million-GPU AI factories To support scale-out and scale-across AI factory deployments, the Vera Rubin platform introduced the NVIDIA Spectrum-X Ethernet Photonics, the world’s first co-packaged-optics (CPO)-based switches with 200Gb/s SerDes — now in production. Spectrum-X Ethernet Photonics, a new generation of switching technology built on CPO, delivers 5x better power efficiency, 5x longer AI uptime and 1.3x faster time to deployment than networks using traditional transceivers. By simplifying design and freeing more power for compute, NVIDIA co-packaged optics networking provides the foundational fabric for million-GPU AI factories, with CoreWeave, Lambda and Oracle Cloud Infrastructure among the first ecosystem partners and adopters. The NVIDIA Vera Rubin platform also integrates NVIDIA BlueField®-4 DPUs, featuring software-defined networking at speeds of up to 800Gb/s and built-in multi-tenant isolation. With the NVIDIA BlueField-4 Advanced Secure Trusted Resource Architecture, customers can simplify network operations, improve tenant isolation and gain greater control across million GPU AI clusters. Secure AI for AI factories AI factories are increasingly processing proprietary data, regulated content and mission-critical models in agentic workflows. This requires advanced infrastructure security tailored to autonomous agents in shared or cloud environments where infrastructure cannot be implicitly trusted. The Vera Rubin platform was designed with full-stack NVIDIA Confidential Computing for a trusted execution environment at rack scale. Vera Rubin NVL72 combines Vera CPUs, Rubin GPUs, NVIDIA NVLink™ networking and security features into a unified platform, encrypting data across high-speed interconnects. This provides hardware-level attestation to ensure the system is tamper-proof. Cloud providers CoreWeave, Firmus, GMI Cloud, IBM Cloud, IREN, Lambda, Microsoft Azure, Nebius, Nscale, SpaceXAI, and Vultr are adopting NVIDIA Confidential Computing. Delivering this level of protection at POD scale also requires a programmable software layer capable of enforcing, orchestrating and adapting security policies across the entire system. The NVIDIA DOCA™ software platform delivers advanced security across every Vera Rubin platform rack and layer of the AI factory — protecting data, agents, context memory and AI inference through capabilities enforced directly in BlueField-4 silicon. DOCA enables multi-tenant network isolation, zero-trust policy enforcement, runtime threat detection and end-to-end encryption at speeds of up to 800Gb/s, all without taxing host CPU resources, so enterprises can scale AI factories with confidence. Accelerating buildout of AI factories The NVIDIA DSX platform provides the complete design and operational foundation for Vera Rubin AI factories — unifying reference designs, simulation, infrastructure software, facilities and ecosystem technologies to help build and operate energy-efficient AI factories optimized for lowest token cost. Built for the Vera Rubin POD architecture, DSX aligns every layer of the stack — from silicon and systems to lifecycle management and multi-tenant operations — dramatically accelerating deployment and setting a new bar for operational reliability and resiliency at scale. Dell Technologies, HPE, Lenovo and Supermicro together with ASUS, Foxconn, GIGABYTE, Pegatron, Quanta Cloud Technology (QCT), Wistron and Wiwynn are adopting NVIDIA DSX to accelerate AI factory ramp with Vera Rubin. Production shipments of Vera Rubin are set to begin starting this fall.