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Announced at GTC 2026, the deal covers around 430,000 next-generation NVIDIA GPUs, is backed by a Caterpillar natural gas power deal, and is built on a site described as the US’s first state-certified AI microgrid, with an 8GW potential footprint. Nscale has signed a letter of intent with Microsoft to provide 1.35 gigawatts of AI […]
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<p>Nvidia’s $20 billion strategic licensing deal with Groq represents one of the first clear moves in a four-front fight over the future AI stack. 2026 is when that fight becomes obvious to en [...]