There's already an Nvidia GPU training AI in orbit. But between that lone chip and a data center in the sky stands a wall of physics — heat — and another of economics. What's known, what's uncertain, and what remains unsolved.
Jensen Huang opened CES 2026 with Rubin, NVIDIA's six-chip platform promising to generate tokens at one-tenth the cost, alongside a family of open models reaching all the way to level 4 autonomous driving.
Nvidia launches Nemotron 3 Nano, an open 30-billion-parameter model designed for agentic systems. The company is preparing 100-billion- and 500-billion-parameter versions for 2026.
AWS unveils Trainium3 servers and new Nova models at re:Invent. Amazon aims to offer lower-cost AI training and inference while maintaining its partnership with Nvidia.
Nvidia closed its fiscal third quarter with $57.006 billion in revenue, up 62% year over year. Data centers accounted for nearly 90% of the business, and the company expects to reach $65 billion in the current quarter.
Anthropic will commit $30 billion to Azure capacity, while NVIDIA and Microsoft invest up to $10 billion and $5 billion in the company, respectively. Claude is coming to Microsoft Foundry and will be available across the three major clouds.
Anthropic plans to contract for up to one million Google Cloud TPUs in an expansion worth tens of billions of dollars. The capacity, expected in 2026, exceeds one gigawatt and strengthens Google’s chip offering against Nvidia.
OpenAI will design AI accelerators with Broadcom and deploy 10 GW between 2026 and 2029. It is the company’s third major infrastructure deal in three weeks, following agreements with Nvidia and AMD.
Nvidia will fund AI infrastructure in phases, equivalent to millions of chips. The deal strengthens OpenAI’s capacity while fueling debate over the mutual dependence between the chipmaker and one of its biggest customers.
The U.S. will let Nvidia and AMD sell certain AI chips to China in exchange for 15% of the revenue. The deal turns export licenses into a source of government revenue and raises legal and national security questions.
Nvidia has reached an intraday market capitalization of $4 trillion, an unprecedented milestone for a publicly traded company. The market is rewarding its position as the central supplier of the chips powering the expansion of artificial intelligence.
AMD has begun shipping its Instinct MI350 accelerators, with up to 288 GB of memory per GPU, and previewed Helios, a rack-scale system for MI400 chips planned for 2026. The company aims to establish itself as an open alternative to Nvidia in AI data centers.
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