| Ian King / Bloomberg: |
Jensen Huang says Nvidia expects to generate $1T+ from its Blackwell and Rubin chips through the end of 2027, after previously forecasting $500B by 2026's end — Nvidia Corp., the company at the center of an explosive build-out of AI computing, expects to generate at least $1 trillion … | Dylan Martin / CRN: |
Nvidia announces the Nvidia Groq 3 LPX, an inference server rack featuring 256 Groq 3 LPUs and 128GB of on-chip SRAM, 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 … | Richard Leadbetter / Digital Foundry: |
Nvidia unveils DLSS 5, which uses a real-time neural rendering model to add photorealistic lighting to game frames, arriving 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.| Tobias Mann / The Register: |
Nvidia unveils a server rack with 256 Vera CPUs, with each CPU featuring 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.| NVIDIA on YouTube: |
| Sebastian Moss / DatacenterDynamics: |
| Kurt Wagner / Bloomberg: |
Nebius says Meta plans to spend up to $27B over the next five years to access AI infrastructure, starting with $12B of capacity in early 2027; NBIS jumps 12%+ — Meta Platforms Inc. will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure … | Hartley Charlton / MacRumors: |
Apple acquires MotionVFX, a Polish company that develops plugins, visual effects, and motion graphics tools for Final Cut Pro — Apple today acquired MotionVFX, a major developer of plugins, visual effects, and motion graphics tools for Final Cut Pro. — MotionVFX is a Polish software company founded by Szymon Masiak in 2009.| Apple: |
Apple unveils the $549 AirPods Max 2, with an H2 chip, up to 1.5x more effective ANC, studio-quality audio recording, and camera remote, shipping in early April — Powered by H2, AirPods Max are better than ever with more effective ANC, enhanced sound quality, and new features like Adaptive Audio and Live Translation| Wall Street Journal: |
Sources: OpenAI faced intense backlash from its advisory council over a planned ChatGPT “adult mode”, delayed earlier in March due to technical and other issues — Warnings surface that the company risks creating a ‘sexy suicide coach’ if it begins allowing sexually explicit chats| Horace Dediu / Asymco: |
| 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.| Blake Brittain / Reuters: |
Encyclopedia Britannica and its Merriam-Webster subsidiary sue OpenAI for allegedly misusing their reference materials to train its AI models — Encyclopedia Britannica and its Merriam-Webster subsidiary have sued OpenAI in Manhattan federal court for allegedly misusing their reference materials … | Reuters: |
Sources: OpenAI is in advanced talks with PE firms including TPG and Advent to form a JV that would distribute its enterprise tools to their portfolio companies — OpenAI is in advanced talks with private equity firms including TPG (TPG.O), Advent International, Bain Capital and Brookfield Asset Management … | Stacy Jones / Decrypt: |
Digital asset wealth management platform Abra plans to go public on Nasdaq via a SPAC merger with New Providence at a $750M pre-money valuation — Abra Financial Holdings, the San Francisco-based digital asset wealth management platform, said Monday it will go public through a business combination … | Luz Ding / Bloomberg: |
Memo: Alibaba unveils Alibaba Token Hub, a new AI unit that consolidates research, consumer-facing apps, AI products, and more, as it focuses on monetizing AI — Alibaba Group Holding Ltd. is setting up a business unit to bring its sprawling AI services and development endeavors under a single umbrella … | 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 — Chinese AI startup Z.ai, known for its powerful, open source GLM family of large language models (LLMs), has introduced GLM-5-Turbo, a new … | Fanny Potkin / Reuters: |
Sources: Hua Hong is readying a 7nm process at its Shanghai fab with Huawei's help, which would make it China's second chipmaker with such tech, after SMIC — China's Hua Hong Group has developed advanced chip manufacturing technologies that can be used to produce artificial intelligence chips … | Theodore Schleifer / New York Times: |
How tech billionaires are turning on the Giving Pledge, promoted by Bill Gates and Warren Buffett; Peter Thiel says he privately told ~12 signers to undo it — Just a few months after Warren Buffett convened a series of high-end dinners across America to collect signatures for something called … | Sam Sabin / Axios: |
Google, Microsoft, LinkedIn, Meta, Amazon, OpenAI, Adobe, and Match sign a voluntary pledge to share threat intelligence about how scammers abuse their services — Eight major technology companies — including Google, Amazon and OpenAI — have signed a new pledge promising to share threat intelligence … | Washington Post: |
GovAI and Brookings: many of the people most at risk if AI transforms work are also the best placed to find new jobs, as researchers disagree over AI's impact — No one has a perfect road map to the future, but researchers at GovAI, which studies technology policy, and the Brookings Institution … | Sherry Qin / Wall Street Journal: |
Foxconn reports Q4 revenue up 22% YoY to ~$81B, net profit down 2% YoY to ~$1.4B, below ~$1.9B est., due to a higher tax expense, and a 5.9% gross profit margin — The company generates a significant share of its revenue making AI servers for the likes of Nvidia and Amazon
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| Dina Bass / Bloomberg: |
| Allison Johnson / The Verge: |
| Sarah Perez / TechCrunch: |
| Zac Bowden / Windows Central: |
| Timmy Shen / The Block: |
| Kenrick Cai / Reuters: |