NVIDIA CORP

NVIDIA announced strategic partnerships with six leading financial institutions: Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR. These collaborations aim to establish independent compute financing platforms designed to mobilize over $500 billion in third-party capital for the global buildout of AI infrastructure. The initiative seeks to broaden access to AI factories, enable long-duration usage-linked revenue, and support the growth of NVIDIA's hardware sales and software adoption ecosystem.

NVIDIA announced it will host a conference call on August 26, 2026, at 2 p.m. PT to discuss its financial results for the second quarter of fiscal year 2027, which concluded on July 26, 2026. The call will be webcast live on the company's investor relations website. Ahead of the call, written commentary from CFO Colette Kress will be made available on the same website immediately after the results are publicly announced at approximately 1:20 p.m. PT.

NVIDIA Corp. announced a long-term partnership with Safe Superintelligence Inc. (SSI), including a substantial investment in the AI research company. This collaboration will provide SSI with access to NVIDIA's next-generation Vera Rubin platform, significantly increasing its compute capabilities. The partnership aims to accelerate SSI's strategic growth and foster technical advancements in NVIDIA's current and future compute platforms.

NVIDIA announced the expansion of its Agent Toolkit for engineering, integrating new NVIDIA PhysicsNeMo and CUDA-X libraries. These additions enable software developers to build autonomous AI engineers with AI physics skills, accelerated solvers, and quantum chemistry capabilities, transforming product design and development. The company also highlighted NVIDIA Nemotron 3 Ultra's leadership in agentic register-transfer level coding for chip design, with industry leaders like Cadence, Siemens, Synopsys, Samsung, and Keysight already leveraging NVIDIA's accelerated computing and agentic AI technologies to advance engineering workflows, demonstrating significant performance improvements.

NVIDIA, NAVER, and Brookfield announced a significant expansion of Korea's sovereign AI factory infrastructure, with planned investments exceeding $10 billion. The initial NVIDIA DSX AI factory at NAVER's GAK Sejong data center will expand from 55 megawatts to 200 megawatts by 2028, with NAVER aiming for 1 gigawatt long-term. NVIDIA plans to invest $1 billion, and Brookfield intends to fund up to $9 billion, with NAVER covering the rest. This collaboration aims to provide production-scale AI compute for innovators in Korea and the U.S.

NVIDIA and SK Group announced a comprehensive strategic collaboration valued at over $500 billion, focusing on AI factories and next-generation memory. SK Telecom will construct a 2-gigawatt NVIDIA Vera Rubin DSX AI Factory, with the first facility expected by 2027. Additionally, NVIDIA and SK hynix have formed a long-term partnership to secure and co-develop advanced AI memory solutions, including HBM, to meet growing AI infrastructure demands.

NVIDIA and the Korea Advanced Institute of Science and Technology (KAIST) announced the launch of a joint AI research laboratory in Seoul. This collaboration, valued at $300 million over five years, aims to advance agentic AI models and systems specifically for South Korea's industries and language. The initiative includes significant compute contributions, funding for KAIST researchers with NVIDIA internships, and opportunities for top Korean AI talent to join NVIDIA full-time, fostering a pipeline from academic research to national AI deployments.

NVIDIA announced that its Agent Toolkit now incorporates NVIDIA Omniverse libraries, providing AI agents with tools and skills to integrate physical AI capabilities into existing applications and prepare 3D content for simulation. These new libraries, including ovrtx for sensor simulation, ovphysx for GPU-accelerated physics, and CAD-to-SimReady skills for asset validation, are openly available on GitHub. Software makers like SideFX and PTC are already integrating these Omniverse libraries into their 3D applications, with a new blueprint also available for Blender.

NVIDIA announced a partnership with Noetra Corp. to establish the NVIDIA Vera Rubin AI factory in Japan. This facility will utilize 13,750 NVIDIA Vera CPUs and 27,500 NVIDIA Rubin GPUs, providing 140 megawatts of data center capacity based on the NVIDIA DSX platform. Supported by Japan’s Ministry of Economy, Trade and Industry (METI), the initiative will serve as the computing foundation for Japan’s FRONTia Project, aiming to develop open multimodal foundation models for physical AI applications across various industries.

NVIDIA announced a significant expansion of its physical AI platforms in Japan, introducing Cosmos 3 Edge for on-device vision reasoning and robot policy deployment on Jetson Thor platforms. A coalition of Japan's leading physical AI companies, including AIRoA, FANUC, Fujitsu, Hitachi, and Sony Group Corporation, intend to join the NVIDIA Cosmos Coalition to build open frontier physical AI models. This initiative aims to accelerate the deployment of intelligent machines across various Japanese industries, leveraging NVIDIA's Cosmos, Isaac, Metropolis, and Jetson platforms.