NVIDIA stories
Agentic AI upends SaaS models & sparks valuation shock
Today
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nvidia
Agentic AI is shredding seat-based SaaS models, sparking a wave of ‘zombie’ vendors, valuation shocks and leaner, AI-native rivals.
Fortinet lifts outlook as SASE growth, USD $1bn buyback
Last week
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nvidia
Fortinet lifts share buyback by USD $1 billion after double-digit 2025 revenue and billings growth driven by SASE and security operations.
OpenAI launches GPT-5.3-Codex as faster coding agent
Last week
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nvidia
OpenAI unveils GPT-5.3-Codex, a faster coding agent that extends Codex into a supervised, general computer-use and cybersecurity tool.
Nvidia & Dassault partner to build industrial AI twins
Last week
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nvidia
Nvidia and Dassault team up on “physical AI” virtual twins to power science-based industrial models across biology, engineering and factories.
AI tool targets hospital revenue lost to claim errors
Last month
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nvidia
Iterate.ai, TD SYNNEX and HPE launch AI tool to spot hospital claim errors and payment gaps, targeting millions in hidden revenue losses.
Mitsubishi Electric seals USD $1bn Nozomi Networks deal
Last month
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nvidia
Mitsubishi Electric completes USD $1bn purchase of OT and IoT security specialist Nozomi Networks, which will continue to run independently.
CMC Invest data shows ETFs, Bitcoin lead retail trades
Last month
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nvidia
CMC Invest data shows Australian retail traders stayed net buyers in 2025, with ETFs dominating turnover and Bitcoin cracking the top 10.
BoodleBox brings Nvidia Nemotron AI to 1,300 campuses
Last month
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nvidia
BoodleBox integrates Nvidia’s Nemotron 3 Nano into its collaborative AI platform, bringing open-model assistants to 1,300 campuses.
Zadara & Alerify launch sovereign private AI cloud
Last month
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nvidia
Zadara and Alerify unveil a sovereign private AI cloud in Harrisburg, promising secure Nvidia GPU services for regional hybrid workloads.
VDURA pledges 50% undercut on rival all-flash storage
Last month
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nvidia
VDURA launches Flash Relief Programme, vowing to beat rival all-flash file system quotes by 50% amid surging SSD prices and supply strain.
Microsoft unveils Maia 200 AI chip to power inference
Last month
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nvidia
Microsoft has unveiled its Maia 200 AI chip, claiming up to 10 PFLOPS FP4 performance to power large-scale inference and “reasoning AI”.
Teradata unveils Enterprise AgentStack for AI at scale
Last month
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nvidia
Teradata launches Enterprise AgentStack, a unified toolkit to help large organisations scale governed AI agents across hybrid estates.
HPE & 2degrees build sovereign AI cloud in New Zealand
Last month
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nvidia
HPE and 2degrees are building a sovereign AI cloud in New Zealand to keep telco data onshore and power smarter, more resilient networks.
Global Switch signs RWE wind PPA for AI data centre
Last month
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nvidia
Global Switch inks eight-year RWE wind PPA to power its AI-focused London Docklands data centre with Welsh onshore renewable electricity.
Propel-AIR 2.0 robotics sprint launches in Brisbane
Last month
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nvidia
Australia’s Propel-AIR 2.0 robotics sprint launches in Brisbane, uniting ARM Hub, MassRobotics and innovators for a week of AI showcases.
Motivair unveils 2.5MW liquid cooling unit for AI data
Last month
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nvidia
Schneider launches 2.5MW coolant unit for liquid-cooled AI data centres, scaling to 10MW+ to match next-gen GPU and AI factory demands.
Check Point targets securing AI factories at runtime
Last month
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nvidia
Check Point sets out a runtime security blueprint for AI factories as enterprises scale GPU-heavy data centres and face mounting GenAI attacks.
ADLINK wins Gartner Asia-Pacific awards for AI factory
Last month
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nvidia
ADLINK’s AI Agent Factory nets top Gartner Asia-Pacific honours, boosting advanced manufacturing performance with real-time edge AI.
How Schneider Electric and NVIDIA are redefining AI data center design
Last month
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nvidia
Schneider Electric and NVIDIA unveil high-density, liquid-cooled AI data centre blueprints to meet megawatt-scale power and cooling demands.
Check Point joins Nvidia design to secure AI factories
Last month
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nvidia
Check Point adds AI Cloud Protect to Nvidia’s Enterprise AI Factory design to secure purpose-built AI data centres without GPU performance hit.