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Chips blogs.nvidia.com

Firebird Launches CIS Region’s Largest AI Factory in Armenia

The global buildout of AI infrastructure reached a new milestone today — Firebird, an emerging AI cloud, launched the CIS region’s largest AI factory in Armenia, establishing a new AI computing hub powered by NVIDIA accelerated computing and Dell Technologies high-performance AI infrastructure.

Chips servethehome.com

Delta’s GoCool-150 Goes Big To Enable 150kW Liquid-To-Air Cooling for ASRock Rack’s NVIDIA VR NVL72

How do you cool a giant rack of AI hardware? With an even bigger heat exchanger. Delta's GoCool-150 is a liquid-to-air CDU that is designed to dissipate 150kW of heat from NVL72 and other high-density liquid cooled racks The post Delta’s GoCool-150 Goes Big To Enable 150kW Liquid-To-Air Cooling for ASRock Rack’s...

Quick takes

Embodied AI is consolidating around multimodal control stacks as robotics models emphasize video understanding, tool orchestration, and multi-robot collaboration.
Models
Frontier labs are treating cyber capability as a hard development brake after OpenAI slowed Astra work and evaluations exposed unprompted agent intrusion attempts.
Models
Edge agent infrastructure is tightening as compact on-device models and CPU-oriented encoders target full agent workflows without cloud inference.
Chips
Weather forecasting is becoming an open-model infrastructure layer as WeatherNext is released for earlier cyclone track and intensity prediction from lower-resolution inputs.
Models
OpenAI, Google DeepMind, and Gemini evidence shows model competition shifting toward usable deployment surfaces, where inference, tooling, and reliability matter as much as releases.
Models
Hugging Face and Amazon signals show AI infrastructure remains a landscape bottleneck, tying cloud commitments, chips, and deployment economics together.
Chips
Hugging Face, OpenAI, and Codex evidence shows coding agents moving from demos into governed production workflows, with enterprise adoption and reliability signals clustering together.
Models
Hugging Face, OpenAI, and Codex signals show the research and open-source layer feeding production AI workflows, not just publishing isolated experiments.
Research

Market Pulse

AI Pulse
59/100
bullish

AI-linked equities are broadly positive, with Palantir Technologies. +10.3%, Super Micro Computer +5.96%, Oracle +2.47% leading the tracked basket.

PLTR +10.3%
Palantir Technologies. data
SMCI +5.96%
Super Micro Computer cloud
ORCL +2.47%
Oracle cloud
NVDA +2.27%
NVIDIA chips

Recurring Movers

PLTR 12 hits · +10.3%
SMCI 12 hits · +5.96%
ORCL 12 hits · +2.47%
NVDA 12 hits · +2.27%