| 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: |
| 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, 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: |
| Reuters: |
Mastercard agrees to acquire London-based stablecoin payments infra startup BVNK for up to $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.| Jacob Krol / TechRadar: |
How Disney Imagineering built Olaf, a robot set to arrive at Disneyland Paris later in March, 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 … | 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 … | 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 Weiss / Fortune: |
PayPal expands access to its PYUSD stablecoin from the US and the UK to 70 countries in total, including Colombia, Panama, Peru, Singapore, Uganda, and Malawi — PayPal is dramatically expanding the map of countries where users can send and receive its branded stablecoin.| 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: |
Alibaba launches Wukong, an enterprise AI platform that can coordinate AI agents to handle business tasks like document editing and research, in a closed beta — Alibaba Group (9988.HK) on Tuesday launched an artificial intelligence platform for enterprises targeting automation … | Ben Thompson / Stratechery: |
| 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.| Manus: |
Manus introduces My Computer, a Windows and macOS app that enables its general 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 … | The Information: |
Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat — OpenAI on Friday signed a new contract with Amazon Web Services to sell its AI to U.S. government employees for both classified … | Bloomberg: |
Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, as it seeks to catch up with Tencent and Alibaba in the AI race — Baidu Inc. is betting on the breakout success of OpenClaw to offset a decline in its core business.| 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 … | John Collison / Cheeky Pint: |
Q&A with Kalshi co-founders Tarek Mansour and Luana Lopes Lara on suing the US government, solving market making, agentic and insider trading, ethics, and more — Tarek Mansour and Luana Lopes Lara are the co-founders of Kalshi, the first federally regulated prediction market in the US.
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| Annie Palmer / CNBC: |
| Yoolim Lee / Bloomberg: |
| Emanuel Fabian / The Times of Israel: |
| Faiz Siddiqui / Washington Post: |
| Blake Brittain / Reuters: |
| Horace Dediu / Asymco: |