The New Claw Times

The latest news on OpenClaw, AI agents, and automation

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Articles tagged: nvidia

95 articles

Commentary July 8, 2026
3 min read

Tech Giants Raise Over $200 Billion in External Capital for AI Infrastructure as SpaceX Enters the Race

The world's largest technology companies are collectively raising over $200 billion through debt offerings, bond sales, and equity issuances to fund AI data center construction. SpaceX borrowed $25 billion and started buying AI companies. The shift from retained earnings to external capital signals that AI infrastructure buildout has exceeded the cash generation of even the most profitable firms.

News July 1, 2026
2 min read

Groq Raises $647M in Growth Funding as AI Inference Infrastructure Becomes Standalone Investment Thesis

AI inference cloud company Groq has closed $647 million in new growth funding led by Disruptive and Infinitum, using the capital to expand its 13-data-center network and serve over 5 million developers. The round follows Groq's $20 billion non-exclusive licensing deal with Nvidia in December 2025 and arrives as competitor Baseten secured $1.5 billion in its own inference-focused raise.

News June 18, 2026
2 min read

NVIDIA Releases SkillSpector, an Open-Source Security Scanner That Flags Dangerous AI Agent Skills Before Installation

NVIDIA's new open-source tool scans AI agent skills for 64 vulnerability patterns across 16 categories before installation. SkillSpector flags prompt injection, data exfiltration, and supply chain risks in skill packages used by Claude Code, Codex CLI, Gemini CLI, and other agent frameworks, producing standardized SARIF reports for CI/CD integration.

News June 15, 2026
2 min read

NVIDIA Pitches Vera AI CPU to Chinese Customers Ahead of Launch, Targeting Agent and Data Center Workloads

NVIDIA is marketing its next-generation Vera CPU to Chinese data center customers ahead of the processor's expected launch later this year. Built on a custom ARM architecture as the successor to Grace, Vera is designed to coordinate AI accelerators in data centers running generative and agentic AI workloads. The move signals NVIDIA's determination to hold its China position despite U.S. export controls on advanced GPU chips.

Deep Dive June 8, 2026
5 min read

Anthropic Recruits OpenAI's Second Chip Engineer as $35 Billion Infrastructure Bet Reshapes the IPO Race

Clive Chan left OpenAI's custom chip program to join Anthropic, bringing Tesla Autopilot ASIC and OpenAI-Broadcom silicon expertise to a company that had no dedicated hardware team two months ago. Combined with a $35 billion Apollo-Blackstone financing deal for Google TPUs and a Reuters report on custom chip exploration, Anthropic is assembling the infrastructure story that public market investors demand before a trillion-dollar debut.

News June 5, 2026
2 min read

OpenClaw Goes From 'Too Dangerous' to the Architecture Behind Nvidia RTX Spark and Microsoft Scout

Four months after PCWorld warned readers not to install OpenClaw, the same publication now calls it the blueprint for mainstream AI agents. Nvidia's RTX Spark chip, Microsoft's Scout assistant, and a sandboxed Windows desktop version of OpenClaw from creator Peter Steinberger all shipped within the same week, putting agent-powered PCs months away from consumer shelves.

News June 5, 2026
4 min read

NVIDIA Ships Nemotron 3 Ultra and Agent Toolkit at GTC Taipei, Targeting Long-Running Enterprise Agents

NVIDIA released Nemotron 3 Ultra on June 4, a 550-billion-parameter mixture-of-experts open model built for long-running AI agents. It delivers 5x faster inference and up to 30% lower cost than comparable open models. The release came alongside an expanded Agent Toolkit including NemoClaw blueprints, OpenShell secure runtime, and CUDA-X agent skills, with Cadence, Siemens, Synopsys, CrowdStrike, and Palantir among the first enterprise adopters.

News June 4, 2026
3 min read

Broadcom Offers to Finance Custom AI Chips for Anthropic and OpenAI Through Apollo-Blackstone Vehicle

Broadcom disclosed during its Q2 earnings call that it is financing custom AI chips for Anthropic, OpenAI, and other large language model developers through a vehicle backed by Apollo and Blackstone. The arrangement underscores how capital-intensive agent and model scaling has become: companies building frontier AI systems now need their chip supplier to help pay for the silicon.

News June 1, 2026
3 min read

NVIDIA Launches Agent Toolkit at GTC Taipei With NemoClaw Framework, Nemotron 3 Ultra, and OpenShell Secure Runtime

NVIDIA unveiled a comprehensive Agent Toolkit at GTC Taipei, positioning itself as the infrastructure layer for enterprise AI agents. NemoClaw provides orchestration blueprints, Nemotron 3 Ultra delivers 5x faster inference for agentic workloads, and OpenShell introduces security primitives for autonomous agent execution. Cadence, Siemens, Synopsys, CrowdStrike, and Palantir are among early adopters.

News May 28, 2026
3 min read

Musk Says SpaceX Requested Short-Term Anthropic Compute Lease, Contradicting S-1 Filing Language

Elon Musk posted on X that SpaceX's lease of Colossus compute to Anthropic is a 180-day agreement with 90-day mutual cancellation, and that the short term 'was our request, not Anthropic's.' But SpaceX's own S-1 filing describes Anthropic paying $1.25 billion per month through May 2029. The discrepancy raises questions about the stability of Anthropic's compute access ahead of both companies' IPOs.

News May 23, 2026
3 min read

NVIDIA Launches Verified Agent Skills With Cryptographic Signing and Risk Scanning for Enterprise Deployment

NVIDIA released Verified Agent Skills on May 22, a capability governance framework that scans agent skills for prompt injection and software vulnerabilities, signs them cryptographically, and documents them with machine-readable skill cards before they enter enterprise workflows. The system builds on the open SKILL.md format used by Claude Code, Codex, and Cursor.

News May 18, 2026
2 min read

Nvidia in Talks to Lead $20 Million Round for Simplismart, Valuing AI Inference Startup at $100 Million

Nvidia is in advanced negotiations to lead a $20 million Series A for Simplismart, an AI inference optimization startup, at a valuation of approximately $100 million. The deal would represent a fourfold valuation jump from 2024. Simplismart helps enterprises deploy and optimize AI models in production, improving GPU utilization and cutting inference costs for customers including Tata 1mg and InVideo.

News May 17, 2026
3 min read

Agent Harnesses Are Pushing CPU Demand Toward Parity With GPUs as Inference Eclipses Training

The multi-turn, tool-calling workloads generated by agent harnesses like OpenClaw and Claude Code are driving a structural shift in data center hardware. Intel reports server CPU prices up 10-20% since March as the ratio of CPUs to GPUs in agentic scenarios tightens toward 1:1. Nvidia's $20 billion Groq acquihire, AWS's Cerebras deployments, and Google shipping a 4GB local LLM inside Chrome all point to the same conclusion: the infrastructure built for training is being rebuilt for agents.

News May 15, 2026
2 min read

IREN Closes $3 Billion Convertible Notes Offering to Fund AI Cloud Expansion After NVIDIA Partnership

IREN Limited closed a $3 billion convertible senior notes offering, one of the largest capital raises by a publicly traded company pivoting from Bitcoin mining to AI infrastructure. The raise follows a $3.4 billion, five-year AI cloud contract with NVIDIA and a separate strategic partnership targeting 5 gigawatts of AI infrastructure deployment. Shares fell 8% on dilution concerns.

Deep Dive May 11, 2026
7 min read

Nscale's $2 Billion Series C and the European Neocloud Buildout Reshaping AI Infrastructure

A crypto miner turned $14.6 billion AI infrastructure company in two years. Nscale's $2 billion Series C, the largest in European tech history, anchors a broader neocloud spending surge where CoreWeave reports $99.4 billion in revenue backlog, SpaceXAI leases 220,000 GPUs to Anthropic, and the entire sector is building gigawatt-scale AI factories with five-year contracts and 80%+ EBITDA margins.

News May 7, 2026
2 min read

Global Mofy Deploys OpenClaw Agents in VFX Production Pipeline, Eaglepoint AI Joins NVIDIA Inception Program

Beijing-based Global Mofy has deployed OpenClaw's agent framework to automate storyboard generation, script parsing, and multimodal content assembly in its VFX production pipeline. Its U.S. subsidiary Eaglepoint AI was separately selected for the NVIDIA Inception Program, signaling a vertical-specific pattern: production studios are moving AI agents from experiment to infrastructure.

News April 29, 2026
2 min read

NVIDIA Releases Nemotron 3 Nano Omni, a 30B-Parameter Multimodal Model That Runs on a Single GPU

NVIDIA released Nemotron 3 Nano Omni, an open-weight multimodal model that unifies vision, audio, and language in a single architecture. With 30 billion parameters but only 3 billion active per inference pass, it runs on a single GPU while claiming 9x throughput over comparable open models. Companies including Foxconn, Palantir, and Docusign are already adopting or evaluating it.

News April 24, 2026
3 min read

Adobe Replaces Experience Cloud with Agent-First CX Enterprise Platform, Partners with NVIDIA and WPP

Adobe has rebranded Experience Cloud as CX Enterprise, an AI-first platform built around persistent AI agents called Coworkers that orchestrate creative production and marketing campaigns. More than 10 purpose-built agents are now in production across 1,770+ customers. NVIDIA provides the secure runtime and Nemotron models, while WPP brings global media and marketing scale.

News April 22, 2026
4 min read

Google Splits TPU 8 Into Dedicated Training and Inference Chips, Targeting Agent-Scale Workloads

Google unveiled TPU 8t and TPU 8i at Cloud Next 2026, splitting its custom silicon into specialized training and inference architectures for the first time. TPU 8t scales to 9,600 chips per superpod with 2 petabytes of shared memory. TPU 8i triples on-chip SRAM to eliminate latency bottlenecks for multi-agent inference. Both connect through Virgo Network for near-linear scaling to one million chips.

News April 21, 2026
2 min read

NVIDIA OpenShell Runtime Powers Adobe and WPP's Governed Marketing Agents at Summit 2026

NVIDIA's OpenShell secure runtime will enforce policy-based governance for Adobe's CX Enterprise Coworker and WPP's media agents, creating containerized sandboxes that answer 'what can the agent do?' rather than just 'what policy is in place?' The collaboration, demonstrated at Adobe Summit's day-two keynote, connects creative production, customer experience orchestration, and media buying under a single governed architecture.

News April 18, 2026
2 min read

NVIDIA Publishes Full Technical Report for Nemotron 3 Super, Its Open 120B Agentic Reasoning Model

NVIDIA dropped the full arXiv paper behind Nemotron 3 Super, its open-weight 120B model with 12B active parameters, 1M context window, and a hybrid Mamba-Transformer MoE backbone built specifically for multi-agent systems. The paper reveals how latent MoE, multi-token prediction, and native NVFP4 pretraining deliver over 5x throughput gains versus the previous Nemotron Super.

News April 16, 2026
3 min read

Siemens and Humanoid Put a Robot to Work Inside a Real Factory, Powered by NVIDIA's Physical AI Stack

Humanoid's HMND 01 robot completed autonomous tote-handling tasks inside a Siemens electronics factory in Erlangen, Germany, hitting 60 moves per hour, 8+ hours of uptime, and above 90% pick-and-place success. Announced at Hannover Messe 2026, the deployment uses NVIDIA's full physical AI stack including Jetson Thor, Isaac Sim, and Isaac Lab. It is the most concrete proof of a humanoid robot performing real logistics work in an operational production facility.

News April 14, 2026
3 min read

SiFive Raises $400M at $3.65B Valuation With NVIDIA Backing to Build Open RISC-V CPUs for AI Data Centers

SiFive closed an oversubscribed $400M Series G at a $3.65B valuation, with NVIDIA among the investors. The Berkeley-founded company designs open-architecture RISC-V CPUs that plug directly into NVIDIA's NVLink Fusion rack servers and CUDA software stack, positioning open-standard processors as an alternative to Intel x86 and ARM in the AI data centers that run enterprise agent workloads at scale.

News April 14, 2026
2 min read

NVIDIA's NemoClaw Deploys Faster Than Enterprise Security Teams Can Govern It, Tanium Analyst Warns

Tanium security analyst Melissa Bischoping warns that NVIDIA's NemoClaw, the open-source security stack for OpenClaw agents, is being deployed across Southeast Asia faster than governance frameworks can absorb it. The core risk: autonomous agents operating at machine speed with minimal human checkpoints dramatically increase the blast radius of any single credential misconfiguration.

News April 13, 2026
2 min read

CoreWeave Expands Meta Deal to $21 Billion Through 2032, Covering First Vera Rubin GPU Deployments

CoreWeave expanded its existing Meta Platforms agreement to $21 billion in total cloud capacity through December 2032 on April 9, with the deal covering initial deployments of Nvidia's Vera Rubin GPU architecture. Combined with a separate Anthropic deal announced the next day, CoreWeave now serves 9 of the 10 leading AI model providers globally. The company holds $21 billion in debt, just raised $8.5 billion in infrastructure financing, and is raising another $3 billion in convertible notes to fund the Meta expansion.

News April 10, 2026
2 min read

UC San Diego Prototype Chip Converts GPU Power at 96.2% Efficiency Using Piezoelectric Resonators

Engineers at UC San Diego developed a hybrid chip that combines piezoelectric resonators with capacitors to convert 48V data center power to GPU-level voltages at 96.2% peak efficiency. Published in Nature Communications, the prototype delivers roughly four times more output current than previous piezoelectric designs, addressing a bottleneck in GPU power conversion that wastes significant energy at scale.

News April 10, 2026
2 min read

xAI Pauses $80 Million Memphis Water Recycling Plant as CFO Anthony Armstrong Exits After Six Months

Elon Musk confirmed on X that xAI is pausing its $80 million water recycling plant in Memphis to focus on completing the Colossus 2 data center. Without the plant, xAI and TVA will continue drawing billions of gallons of fresh drinking water from the Memphis Aquifer. Separately, CFO Anthony Armstrong departed after just six months, part of wider C-suite turnover reported by The Information.

News April 10, 2026
2 min read

CoreWeave Signs Multi-Year GPU Deal With Anthropic, Its Second Major AI Infrastructure Agreement in 48 Hours

CoreWeave announced a multi-year agreement to supply Anthropic with Nvidia GPU capacity across US data centers for production-scale Claude workloads. The deal arrives one day after CoreWeave expanded its Meta partnership to $21 billion, and makes Anthropic the latest addition to a customer roster that now includes nine of the ten leading AI model providers.

News April 4, 2026
3 min read

XDA Developers Tests Nvidia's NemoClaw Sandbox and Finds OpenClaw's Core Security Problems Unchanged

XDA's Lead Technical Editor spent several days running Nvidia's NemoClaw security sandbox for OpenClaw on a Lenovo ThinkStation PGX. The verdict: NemoClaw's deny-by-default networking and kernel-level isolation are real improvements over bare OpenClaw, but the sandbox cannot stop prompt injection attacks arriving through approved service connections like email, Telegram, and cloud storage. A permissions bug locks the agent out of its own config, the Telegram bridge requires an Nvidia API key despite local inference, and the dashboard became unreachable overnight. The fundamental problem remains: every integration that makes OpenClaw useful is also a vector for attack, and no external sandbox can inspect the semantic content of what the agent processes.

News April 1, 2026
3 min read

Iran's IRGC Names 18 US Tech Firms Including Nvidia, Palantir as Military Targets, Citing AI Role in Strikes

Iran's Islamic Revolutionary Guard Corps has designated 18 American technology companies as military targets across the Middle East, issuing an April 1 deadline for attacks on their regional facilities. The list includes Nvidia, Palantir, Microsoft, Apple, Google, Meta, and others that the IRGC accuses of providing the AI infrastructure enabling US-Israeli precision strikes that killed Iran's supreme leader and dozens of senior military officials. The threat follows a March 1 drone strike on AWS data centers in the UAE and Bahrain that caused widespread regional outages, establishing a precedent for attacks on commercial cloud infrastructure hosting AI workloads.

News March 30, 2026
2 min read

CNET Declares 'Claw' a Standalone Computing Category as Multiple Vendors Ship Alternatives to OpenClaw

CNET has published a category-defining explainer framing 'claw' as a distinct computing paradigm, not just a product. The piece documents a growing vendor ecosystem beyond OpenClaw — including NanoClaw and others — and quotes NVIDIA CEO Jensen Huang calling claws 'the new computer' at GTC 2026. The shift from single product to multi-vendor category marks a turning point in how the mainstream tech press covers agentic AI.

News March 29, 2026
3 min read

Nvidia's ProRL Agent Separates Training From Rollout, Open-Sources a New Architecture for Building RL-Based AI Agents

Nvidia released ProRL Agent, an open-source infrastructure that decouples reinforcement learning training from agent rollout by exposing rollout as a standalone API service. Integrated into NeMo Gym, the system achieved near-linear throughput scaling and boosted a Qwen3-8B model from 9.6% to 18.0% on SWE-Bench Verified — gains from infrastructure alone, not bigger models.

News March 26, 2026
3 min read

Arm Launches Its First-Ever In-House Chip, the AGI CPU, With Meta as Lead Customer

After 35 years of exclusively licensing chip designs, Arm Holdings has broken from its founding business model and launched a physical processor: the AGI CPU, a 136-core data center chip built on TSMC's 3nm process and optimized for agentic AI workloads. Meta co-developed the chip and is the anchor customer, with OpenAI, Cerebras, Cloudflare, and SAP among the additional partners committed to deployment.

News March 26, 2026
4 min read

Jensen Huang, Mistral CEO, and LangChain CEO Lay Out the Three Security Problems Enterprises Must Solve Before Deploying OpenClaw

At a GTC 2026 panel discussion, Nvidia CEO Jensen Huang proposed a security framework for enterprise AI agents: grant any agent access to sensitive information, code execution, or external communication — but never all three at once. Mistral AI CEO Arthur Mensch warned that OpenClaw's governance and scalability primitives are not enterprise-ready, while LangChain CEO Harrison Chase argued that 'harness engineering' — building guardrails and tool constraints around the core model — is the practical path to safe deployment. The panel also debated whether open or closed models are better suited for enterprise agents, with Allen Institute's Hanna Hajishirzi and healthcare AI CEO Daniel Nadler making the case for open models in privacy-sensitive and specialized domains.

News March 18, 2026
2 min read

Nvidia Targets Hospitals With Nemotron: Open-Weight Models for On-Premises Digital Health Agents

Nvidia confirmed at GTC 2026 that its Nemotron model family is being deployed for clinical AI agents running entirely on hospital infrastructure. The on-premises requirement addresses HIPAA and data sovereignty concerns that have blocked healthcare from adopting cloud-based agent systems. Two new model variants — Nemotron 3 Omni for multimodal document extraction and Nemotron 3 VoiceChat for listen-and-respond agents — expand the clinical toolkit.

Commentary March 17, 2026
4 min read

NextPlatform Declares OpenClaw the 'GPT Moment' for Agentic AI After Huang's GTC Keynote

The enterprise infrastructure publication NextPlatform published a thesis piece arguing OpenClaw occupies the same defining role for agentic AI that GPT-3 played for conversational AI. After Jensen Huang's GTC keynote canonized OpenClaw as foundational infrastructure, the comparison raises a specific question: if OpenClaw is the new GPT, who are the winners and who are the dead startups walking?

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