Techmeme
March 17, 2026, 8:25 AM

Top News

Ian King / Bloomberg:
Jensen Huang says Nvidia expects its flagship AI chips to help generate $1T+ in sales through 2027, after previously forecasting $500B in sales through 2026  —  Nvidia Corp. Chief Executive Officer Jensen Huang, addressing crowds at the company's biggest annual event, unveiled a variety …
Dylan Martin / CRN:
Nvidia announces the Nvidia Groq 3 LPX, an inference server rack featuring 256 Groq 3 LPUs, 128GB of SRAM, and 40 PBps SRAM bandwidth, available in H2 2026  —  Nvidia announced Monday at GTC 2026 that its new Groq-based inference server rack will be available alongside the Vera Rubin NVL72 rack …
Frederic Lardinois / The New Stack:
Nvidia announces NemoClaw, which combines the OpenClaw agent platform with components of Nvidia's Agent Toolkit to add privacy and security controls  —  At its annual GTC conference, Nvidia on Monday announced the Nvidia Agent Toolkit, which brings together open models, runtimes, open skills …
Tobias Mann / The Register:
Nvidia unveils a liquid-cooled server rack with 256 Vera CPUs, each of which features 88 custom Olympus cores and LPDDR5X memory for up to 1.2 TB/s of bandwidth  —  GTC Intel and AMD take notice.  At GTC on Monday, Nvidia unveiled its latest liquid-cooled rack systems.
Sebastian Moss / DatacenterDynamics:
Richard Leadbetter / Digital Foundry:
Nvidia unveils DLSS 5, which uses a real-time neural rendering model to add photorealistic lighting to video game frames, coming this fall to RTX 50-series GPUs  —  At its GTC 2026 event, Nvidia has revealed the next generation of DLSS.  DLSS 5 isn't a frame-rate, frame generation or performance enhancing technology.
Tyler Wilde / PC Gamer:
Nvidia says game developers “have artistic control over DLSS 5's effects”, following backlash alleging that the AI rendering tech alters the source material  —  The first demo for Nvidia's new AI rendering technique doesn't do much to combat the perception that generative AI homogenizes artwork.
Berber Jin / Wall Street Journal:
In an all-hands meeting, Fidji Simo described plans to shift OpenAI's strategy around coding and business users, urging staff to avoid “side quests”  —  A top leader urges staff not to be distracted by ‘side quests’ as the company plans shift of resources to coding, enterprise businesses
Sebastian Moss / DatacenterDynamics:
Nvidia forms the Nemotron Coalition, which includes Cursor, LangChain, Mistral AI, Perplexity, and Thinking Machines Lab, to build an open model on DGX Cloud  —  Locking in open source support  —  Nvidia has launched an open AI model development coalition, named Nemotron, and will provide compute.
Andrew J. Hawkins / The Verge:
Ben Thompson / Stratechery:
Q&A with Jensen Huang on Nvidia's CUDA core, reasoning and coding, CPUs' role in accelerated computing, Groq, China and the doomers, Nvidia's nature, and more  —  This week's Stratechery Interview is running early this week, as I had the chance to speak in person with Nvidia CEO Jensen Huang …
More: Key Context
Mistral AI:
Mistral releases Small 4, its first model to unify reasoning, multimodal, and coding capabilities of its flagship Magistral, Pixtral, and Devstral models  —  Today, we are announcing Mistral Small 4.  This model is the next major release in the Mistral Small family.
Manus:
Manus introduces My Computer, a Windows and macOS app that enables its AI agent to interact directly with the user's local files, tools, and apps  —  Until today, Manus has lived entirely in the cloud.  —  The cloud sandbox has served Manus well.  Inside an isolated, secure environment …
Faiz Siddiqui / Washington Post:
A group of Tennessee teenagers sues xAI, alleging its AI tools were used to create nude images of them by editing photos in which they were clothed  —  Three plaintiffs, two of whom are minors, accuse xAI of distribution, possession and production with intent to distribute child pornography.
Natasha Mascarenhas / Bloomberg:
Enterprise AI automation startup Standard Template Labs raised a $49M seed co-led by Iconiq and CRV, a source says at a $300M post-money valuation  —  The deal is Iconiq's first-ever startup incubation.  —  Standard Template Labs, founded by former Datadog Inc. President Amit Agarwal …
Annie Lee / Bloomberg:
Darton Commodities: the global cobalt shortage is set to persist through 2030, after Congo limited exports in 2025; the DRC accounts for 70%+ of global supply  —  A global cobalt shortage is expected to persist through the end of this decade as export restrictions from top producer Democratic Republic …
Financial Times:
Sources: KKR, Blackstone, and other investors have turned down some data center debt because of insufficient insurance against risks like natural disasters  —  Lack of sufficient cover means some investors are walking away from deals  —  Lenders looking to fund the build-out of data centres …

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