AI compute is going to orbit. 🚀 @SpaceX’s Starmind AI1 satellite compute payload is powered by NVIDIA Vera Rubin NVL72, bringing AI factory compute closer to the stars. The next chapter of AI infrastructure boldly goes where no AI compute has gone before.

Agentic AI is here, and it’s redefining infrastructure. We’re expanding the Dell AI Factory with NVIDIA with PowerEdge servers featuring @NVIDIA Vera CPUs, built to scale AI agents from data to decision-making. Read the press release:

💡 One AI factory. 1,016 NVIDIA Blackwell Ultra GPUs. Over 9,000 petaFLOPs of AI performance. @EliLillyandCo and NVIDIA launch LillyPod, the world's first #NVIDIADGX# SuperPOD with DGX B300 systems to accelerate drug discovery, medical research, operational efficiency, and enhance industry collaboration. Together, by combining science, data, and compute power, we're breaking new ground for AI in life sciences. Learn how we're advancing the broader biotech ecosystem. ➡️

$DRAM $MU $SKHY $NVDA More AI Factories. NAVER, NVIDIA, and Brookfield announced plans to expand Korea’s sovereign AI factory infrastructure at NAVER’s GAK Sejong data center. The initial multi-tenant NVIDIA DSX AI factory will scale from 55 MW to 200 MW by 2028, with NAVER targeting a path to 1 GW overall. NVIDIA plans a $1 billion strategic investment in NAVER (subject to conditions), while Brookfield has a nonbinding term sheet to fund up to $9 billion. The expanded capacity will support Korea- and U.S.-based AI innovators with production-scale compute using the full NVIDIA DSX platform

How should enterprises balance sovereign AI requirements with scalable AI infrastructure? Dell's John Roese joins @Nscale CRO Tom Burke to explore sovereign compute, AI factory resilience, and real-world AI deployment strategies.

Weekly NVIDIA Update JAPAN LAUNCHES NATIONAL AI INFRASTRUCTURE $NVDA will partner with Noetra Corp. to build the world’s first national AI infrastructure for physical AI, featuring 13,750 Vera CPUs and 27,500 Rubin GPUs. Backed by Japan’s METI, the 140MW AI factory will power the FRONTia Project, accelerating multimodal AI models for robotics, manufacturing, logistics and healthcare. NOKIA, NVIDIA LAUNCH AI-POWERED RAN $NOK and $NVDA unveiled an AI-driven radio access network platform that could double telecom data capacity over existing spectrum by 2028. The software-defined system, available next year, aims to improve spectrum efficiency, accelerate 6G readiness and expand AI capabilities at the network edge. NVIDIA EXPANDS EDGE AI PORTFOLIO $NVDA introduced Jetson Thor T3000 and T2000 modules, powered by Blackwell architecture, to accelerate mainstream robotics and edge AI. The new systems deliver scalable on-device AI performance, memory optimization tools and support for embodied AI models, with commercial availability expected in Q1 2027.

Weekly NVIDIA Update NVIDIA’S $25B AI BOND BET $NVDA sold $25 billion of investment-grade bonds, drawing roughly $85 billion in orders as investors continue funding AI infrastructure growth. The proceeds will refinance debt and support strategic investments, while strong cash flow and demand enabled tighter pricing; peers including $GOOGL and $AMZN have also tapped debt markets to fund AI expansion. HPE & NVIDIA EXPAND ENTERPRISE AI FACTORIES $HPE and $NVDA expanded the HPE AI Factory with NVIDIA, adding the NVIDIA Vera CPU, Agent Toolkit, Confidential Computing, and enhanced networking for enterprise AI deployments. The upgrades target large-scale agentic AI workloads, helping organizations securely build, govern, and scale autonomous AI systems across private, sovereign, and on-premises environments. EUROPE BUILDS 35 NVIDIA AI SUPERCOMPUTERS $NVDA announced 35 new AI supercomputers across 23 European countries, expanding access to AI infrastructure for more than 3 million researchers. The systems, powered primarily by NVIDIA Blackwell and Hopper platforms, will support AI, climate science, healthcare, quantum computing, and clean-energy research, with over 800 AI exaflops deployed or announced across Europe since 2025.

NAVER is building a full-stack NVIDIA AI factory in Korea with NVIDIA DSX. Jensen met with @official_NAVER founder and chairman Haejin Lee while in Korea as NAVER plans to expand GAK Sejong to 55 megawatts and beyond to gigawatt scale. Read more: