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March 17, 2026, 8:50 AM
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Mediagazer
memeorandum
WeSmirchTop 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 …
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X: @benbajarin, @dylan522p, @zerohedge, @mweinbach, @futurenvesting, @divestech, @ryanshrout, @firstadopter, @edludlow, @jimcramer, @realsimpleariel, @firstadopter, @firstadopter, @munster_gene, @sawyermerritt, @zerohedge, @firstadopter, @zerohedge, @zephyr_z9, @benbajarin, @munster_gene, @munster_gene, @wallstengine, and @ns123abc
| 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: |
| Sebastian Moss / DatacenterDynamics: |
More: Benzinga, Payload, WinBuzzer, Nvidia Newsroom, CNBC, SiliconANGLE, Barron's Online, PCMag, and Tom's Hardware
X: @ns123abc and @sawyermerritt
| 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.
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Bluesky: @dark1x, @papapishu, @dannyodwyer, @mickeytheretriever, @papapishu, @aegies, @jamesbjones.com, @seamoosi, and @digitalfoundry
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| 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.
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Forums: r/PiratedGames, r/pcmasterrace, r/gaming, r/pcmasterrace, r/pcmasterrace, and r/MauLer
| 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
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| 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: |
| Bloomberg: |
Samsung says it is winding down sales of its $2,899 Galaxy Z TriFold in South Korea and the US once it clears 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 … | Sam Clark / Politico: |
EU countries introduce sanctions on hacking groups, including Iran's Emennet Pasargad, which hacked magazine Charlie Hebdo in 2023, and two Chinese companies — Countries impose measures on Iranian, Chinese companies providing hacking services. — BRUSSELS — European Union countries … | Jacob Krol / TechRadar: |
How Disney Imagineering built an Olaf robot, set to arrive at Disneyland Paris this month, and taught it to move via reinforcement learning and simulation — The next-gen robot arrives at Disneyland Paris this month — It's been less than five months since Walt Disney Imagineering showed off …
More: Gizmodo, The Verge, Benzinga, CNET, WDW News Today, IGN, IGN, and Disney Experiences
| 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.
More: The Decoder, Simon Willison's Weblog, TestingCatalog, and MarkTechPost
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Forums: r/LocalLLaMA and r/MistralAI
| Ben Weiss / Fortune:NEW |
PayPal expands access to its PYUSD stablecoin from the US and UK to 70 countries in total, including new markets in Uganda, Colombia, Peru, and Malawi — PayPal is dramatically expanding the map of countries where users can send and receive its branded stablecoin.
More: CoinDesk, Blockonomi, The Crypto Times, and Crypto Briefing
| 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 …
More: TestingCatalog. X: @cyb3rops, @jerrycap, @joshkale, @iruletheworldmo, @davidlee, @chatgpt21, @damianplayer, @kimmonismus, @oozn, @parkerortolani, @gavinpurcell, @jason, @gr00vyfairy, @manusai, and @manusai
Bluesky: @justhere4coffee, @tonystark, and @caseynewton
| 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.
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Bluesky: @joshtaylor, @justinhendrix, @willoremus.com, @faizsays, @faizsays, and @faizsays. Forums: r/technology
| Reuters: |
Mastercard agrees to acquire UK-based stablecoin payments infrastructure startup BVNK for $1.8B, including $300M in contingent payments, set to close in 2026 — Mastercard (MA.N) said on Tuesday it would buy stablecoin payments infrastructure firm BVNK for up to $1.8 billion.
More: Mastercard, CoinDesk, Bitcoin News, Crypto Briefing, and Bloomberg
| 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 … | Mark Bergen / Bloomberg: |
Amsterdam-based Nebius plans to raise ~$3.75B in convertible debt to fund its data center expansion and to purchase customized AI chips, after its Meta deal — Artificial intelligence data center developer Nebius Group NV said it intends to raise about $3.75 billion in convertible debt …
More: Reuters, Tech Funding News, The Information, and Bloomberg Law
| 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 … | Chris Metinko / Axios: |
Agentic cybersecurity startup Surf AI, which helps teams read signals from identity, cloud, and other tools, emerges from stealth with $57M in seed and Series A — What to read next
More: Globes, FinSMEs, DeviceSecurity.io, and SiliconANGLE
| Mia Dawkins / Bloomberg: |
The UK plans to spend £1B+ on quantum computing research over four years, including funding companies in pharmaceuticals, financial services, and energy — The UK will spend more than £1 billion ($1.3 billion) on quantum computing research over the next four years … | 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 … | 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 …
More: DigiTimes, Blockonomi, The Korea Times, Reuters, Korea Joongang Daily, Nikkei Asia, and The Asia Business Daily. Forums: r/LocalLLaMA
Zoho:
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| Carrie Budoff Brown / Politico: |
Q&A with Ted Sarandos on his visit to Brussels, Netflix's European investments, EU regulation, YouTube, TikTok, WBD, Trump's Susan Rice criticism, AI, and more — Netflix co-CEO Ted Sarandos arrives in Brussels on Tuesday with a clear message for EU regulators ahead of a looming review … | 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
| Arno Schütze / Bloomberg: |
Berlin-based Upvest, which builds trading APIs for neobanks and retail lenders, raised $90M in equity, sources say at a $735M valuation, up from ~$413M in 2024 — German fintech Upvest, which supplies brokerage technology to neobanks such as Revolut and to retail lenders …
More: Sifted, Tech.eu, and EU-Startups
Sponsor Posts
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Zoho:
Keep your business moving with delegated signing in Zoho Sign — Contracts piling up while you're traveling or stuck in back-to-back meetings? With Zoho Sign's delegated signing feature, those delays will be a thing of the past.
Keep your business moving with delegated signing in Zoho Sign — Contracts piling up while you're traveling or stuck in back-to-back meetings? With Zoho Sign's delegated signing feature, those delays will be a thing of the past.
IDrive:
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Cheeky Pint:
Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
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Invest Like the Best:
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BG2 Pod:
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Newest
Ben Weiss / Fortune:
PayPal expands access to its PYUSD stablecoin from the US and UK to 70 countries in total, including new markets in Uganda, Colombia, Peru, and MalawiFind
5 minutes ago
Reuters:
Mastercard agrees to acquire UK-based stablecoin payments infrastructure startup BVNK for $1.8B, including $300M in contingent payments, set to close in 2026Find
15 minutes ago
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 valuationFind
30 minutes ago
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 supplyFind
40 minutes ago
Chris Metinko / Axios:
Agentic cybersecurity startup Surf AI, which helps teams read signals from identity, cloud, and other tools, emerges from stealth with $57M in seed and Series AFind
49 minutes ago
Mark Bergen / Bloomberg:
Amsterdam-based Nebius plans to raise ~$3.75B in convertible debt to fund its data center expansion and to purchase customized AI chips, after its Meta dealFind
60 minutes ago
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 moreFind
1½ hours ago
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