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Techmeme
March 17, 2026, 9:50 AM
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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
Sebastian Moss / DatacenterDynamics:
Nvidia unveils Space-1 Vera Rubin for orbital data centers, saying the GPU delivers up to 25x more AI compute for space-based inferencing compared to the H100
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, OpenAI CEO of Applications Fidji Simo described a strategy shift to refocus on 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
Bloomberg:
Samsung says it is winding down its $2,899 Galaxy Z TriFold sales in South Korea and the US once it clears its inventory, after just three months on the market  —  Samsung Electronics Co. is winding down sales of its Galaxy Z TriFold smartphone after roughly three months on the market …
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:
Nvidia says BYD, Geely, Isuzu, and Nissan will use its Drive Hyperion AV platform, and that Uber will launch Hyperion-powered robotaxis across 28 cities by 2028
Mistral AI:
Mistral releases Small 4, its first model to unify the 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.
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 …
Belle Lin / Wall Street Journal:
IBM closes its $11B deal for data streaming company Confluent, unveiled last December; CEO Arvind Krishna expects IBM to maintain its head count over five years  —  Deal will help companies access their data for AI agents, says IBM CEO Arvind Krishna, as he brushes off AI's risk to IBM's business
Lynn Doan / Bloomberg:
Qualcomm says it plans to buy back another $20B worth of shares and is raising its quarterly cash dividend, after unveiling a $15B buyback in November 2024  —  Qualcomm Inc., the largest maker of smartphone processors, plans to buy back another $20 billion worth of shares and is raising its quarterly cash dividend.
More: Reuters
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 …
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 …
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 …
Reuters:
Sources: Google is in talks with Envicool and other Chinese companies about buying data center liquid cooling equipment, amid a tight supply of such parts  —  Alphabet's Google (GOOGL.O) is in talks with Envicool (002837.SZ) and other Chinese firms about buying liquid cooling equipment for data centres …
More: Blockonomi
Yoolim Lee / Bloomberg:
SK Group Chair Chey Tae-won says memory chip makers are expanding capacity but are unlikely to match demand until around 2030; basic wafer supply lags by 20%+  —  A global shortage of memory chips is likely to persist another four to five years because of endemic constraints in semiconductor production …

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From Mediagazer

Blake Brittain / Reuters:
The NYT, the New York Daily News, and others sue browser maker Brave for allegedly scraping their articles for AI training and letting users bypass paywalls

New York Times:
A profile of Laura Belin, an openly liberal Iowa journalist long shut out by state Republicans who says Democrats also favor friendly influencers over reporters

Aisha Malik / TechCrunch:
Netflix begins rolling out an “AI Discover” tab on TVs in the US, starting with a feature that offers recommendations based on a user's mood

More News

Annie Palmer / CNBC:
Amazon begins three-hour deliveries in ~2K US cities and towns and one-hour deliveries in hundreds of those areas, after 2025 pilots; 90K+ products are eligible

Earlier Picks

Emanuel Fabian / The Times of Israel:
A reporter details harassment and death threats from gamblers who stand to win a Polymarket bet if he would change his report on a missile impact in Israel
Robbie Whelan / Wall Street Journal:
Nscale acquires American Intelligence & Power, which owns a 2,250-acre data center campus in West Virginia, where it plans to build up to 8GW of compute by 2031
Carl Franzen / VentureBeat:
Z.ai launches GLM-5-Turbo, a closed-source, faster, and cheaper variant of GLM-5 optimized for agent-driven workflows and OpenClaw-style tasks
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
Horace Dediu / Asymco:
As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $650B, or 90%+ of their cash flow, may be a genius move
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