NVIDIA Corporation develops graphics processing units, accelerated computing systems, and software platforms used in gaming, artificial intelligence, data centers, and AI model development. Company news around NVDA commonly covers financial results, data center demand, AI infrastructure partnerships, networking and optical-connectivity collaborations, and platform launches such as NVIDIA Ising and NVLink Fusion.
Updates also address NVIDIA’s AI factory architecture, systems that connect GPUs for large workloads, quantum-computing tools for calibration and error correction, and governance changes involving the board, audit committee, and executive finance roles.
NVIDIA (NVDA) will host a conference call on November 17, 2026, to discuss its third-quarter fiscal 2027 financial results. The call begins at 2 p.m. PT (5 p.m. ET) and will be webcast on investor.nvidia.com. The quarter ended October 25, 2026. Written commentary from CFO Colette Kress will be posted immediately after results are announced at approximately 1:20 p.m. PT, ahead of the call.
NVIDIA (NVDA) and Oracle (ORCL) announced plans to expand Oracle Cloud Infrastructure Superclusters with Vera Rubin systems to multi-gigawatt scale.
NVIDIA Vera Rubin NVL72 and Vera CPUs are now generally available on Oracle Cloud Infrastructure (OCI). The collaboration covers graphics processing units (GPUs) for AI model training and serving, alongside central processing units (CPUs) for tasks such as executing code. OCI also plans to introduce HGX Rubin NVL8, an eight-GPU, x86-based server option. Customers can scale CPU and GPU resources independently. OpenAI said it is bringing Vera CPUs into production on OCI for its agent workloads.
NVIDIA (NVDA) and Meta will expand their collaboration on Muse and its family of models to improve training and inference performance. The companies intend to optimize workflows to improve performance and total cost of ownership, meaning the overall cost of running the systems.
Meta intends to expand deployment of NVIDIA Vera Rubin and Vera CPUs for next-generation AI agents. It will also deploy Spectrum-X Ethernet networking and BlueField-4 to support network efficiency and throughput. The companies are considering additional collaboration on NVIDIA’s OpenShell Reference Architecture, including OpenShell for safe deployment and Sentry for monitoring agent behavior.
NVIDIA will also invest $3 billion in Meta’s equity offering. The investment is proposed, rather than completed.
NVIDIA (NVDA) announced plans with manufacturing partners to expand global capacity supporting production of its accelerated computing and AI infrastructure platforms. NVIDIA plans to increase substrate capacity for its products by 2.5x over the next three years through agreements with IBIDEN, Samsung Electro-Mechanics and Unimicron.
NVIDIA and Amkor target a greater than 300% increase in interposer wafer capacity by the end of 2028. NVIDIA expects semiconductor testing capacity to double from calendar 2026 to 2027; a $1.1 billion capacity reservation advance to KYEC will support new U.S. testing facilities and equipment. NVIDIA and SPIL target a 15x increase in optical-engine capacity by mid-2027, with aims for another doubling by the end of 2028. NVIDIA is also providing a multibillion-dollar capacity reservation advance supporting IBIDEN’s Ono Plant expansion in Japan.
NVIDIA (NVDA) expanded its Isaac robotics platform with a reference humanoid, new software frameworks and datasets for robot development. Agile Robots introduced Agile ONE SN, built on NVIDIA Isaac GR00T and Jetson Thor, with availability scheduled for early 2027 and planned integration of NVIDIA Halos safety technology.
Isaac Lab 3.0 is now generally available. NVIDIA also introduced the open source Isaac OS runtime and is releasing three open source workflows for DGX Station covering robot learning and synthetic data generation. ABB Robotics, KUKA and other European robotics companies are using NVIDIA technologies for simulation and robot development. The full Human 1M Dataset is accessible to Cosmos Coalition partners.
NVIDIA (NVDA) announced expanded European use of its Hyperion computing platform for automated passenger vehicles, robotaxis and autonomous freight trucks. Volvo Cars is adopting Hyperion and Alpamayo Stack driving software, while Mercedes-Benz is extending its partnership to develop level 3 and level 4 capabilities.
Bolt selected Alpamayo Stack for a planned European rollout of at least 25,000 level 4-capable future Lucid vehicles built on Hyperion. Bolt plans to begin gathering driving data in Madrid in 2027, subject to regulatory approval, with Germany a priority for future deployment.
Volkswagen Commercial Vehicles is showcasing its Hyperion-based ID. Buzz AD platform, and Einride is building its next-generation truck-driving system on Hyperion. NVIDIA also introduced Halos SAFE, a framework connecting simulation and physical testing to generate traceable safety evidence, alongside new autonomous-driving AI tools.
NVIDIA (NVDA) announced healthcare collaborations spanning protein design, drug discovery and the development of adaptive radiotherapy with Siemens Healthineers. NVIDIA and the UW Medicine Institute for Protein Design released RFD4-Proteina, an open protein-design model available through cloud and scientific computing partners.
Siemens Healthineers is exploring NVIDIA models for treatment co-planning, alongside patient-specific simulation and real-time computing. The work aims to help clinicians refine personalized cancer treatment. Companies including Benchling, Automata and Danaher are using NVIDIA technologies to connect scientific agents with research data and laboratory workflows. Other healthcare developers are building tools for clinical support and hospital operations.
NVIDIA (NVDA) announced expanded telecom adoption of its computing platforms, including infrastructure projects across nine operators in Europe, the Middle East and Africa. Four operators are building new infrastructure and five are expanding existing infrastructure.
T-Mobile completed an AI-RAN call on its commercial network using NVIDIA and Nokia technology. AI-RAN runs radio access network software and AI workloads on shared computing infrastructure. Elisa completed a field trial combining voice, mobile data and video analytics. BT plans live trials in 2027, while Deutsche Telekom plans field trials that year following laboratory validation. Nokia and Cisco are incorporating Nemotron open models into network-automation software.
NVIDIA (NVDA) launched the OpenShell Reference Architecture for building and governing AI agents across enterprise infrastructure and edge systems. The architecture is now available and extends NVIDIA’s OpenShell secure runtime software with Vera Rubin computing infrastructure, Vera CPUs and BlueField-4 processors running NVIDIA Sentry security software.
NVIDIA describes the system as providing continuous monitoring and hardware-based enforcement of agent boundaries. It supports Linux, Kubernetes and Microsoft Windows environments, as well as cloud infrastructure. SAP is integrating the architecture with Joule Studio runtime, while system manufacturers including Dell Technologies, Cisco, HPE, Lenovo and Supermicro are building infrastructure using it.
NVIDIA (NASDAQ: NVDA) announced European partner adoption of its DSX platform to build AI factories using less cooling water and power. The platform combines computing, power, cooling and infrastructure software. NVIDIA says its closed-loop cooling designs can save 54 million liters of water daily at a 2-gigawatt deployment compared with conventional cooling towers, while DSX MaxLPS can deliver the same AI output with up to 30% less power.
Nscale is using DSX Sim to model facilities in Portugal and Iceland before deployment and is exploring DSX Flex for grid-responsive operations. NVIDIA is launching SimReady Central Library with validated power and cooling equipment models and expanding its open-source DSX OS portfolio with three components in developer preview. Partners including Schneider Electric, Siemens and Vertiv are developing infrastructure designs and simulation models.