AI Daily: Nvidia, Cisco, OpenAI supporting UAE Stargate AI project

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly:

UAE STARGATE AI PROJECT: Nvidia (NVDA), Cisco (CSCO), and Microsoft-backed (MSFT) OpenAI will back the creation of the UAE Stargate artificial intelligence data center project that was announced earlier this week, CNBC’s Kristina Partsinevelos and Chris Eudaily report, citing a source familiar with the deal. Of note, Nvidia intends to supply hardware at the data center with its latest Blackwell GB300 systems, the authors note. The data center, which was announced by the White House on Thursday, will be in Abu Dhabi and constructed by Emirate firm G42, the authors say.

NVIDIA ANNOUNCEMENTS: Nvidia announced the opening of the Global Research and Development Center for Business by Quantum-AI Technology, or G-QuAT, which hosts ABCI-Q – the world’s largest research supercomputer dedicated to quantum computing. Delivered by Japan’s National Institute of Advanced Industrial Science and Technology, the ABCI-Q supercomputer features 2,020 Nvidia H100 GPUs interconnected by the Nvidia Quantum-2 InfiniBand networking platform.

Nvidia announced Nvidia DGX Cloud Lepton – an AI platform with a compute marketplace that connects the world’s developers building agentic and physical AI applications with tens of thousands of GPUs, available from a global network of cloud providers.

Nvidia announced Nvidia Isaac GR00T N1.5, the first update to Nvidia’s open, generalized, fully customizable foundation model for humanoid reasoning and skills; Nvidia Isaac GR00T-Dreams, a blueprint for generating synthetic motion data; and Nvidia Blackwell systems to accelerate humanoid robot development.

Nvidia announced it is speeding the trillion-dollar IT infrastructure transition to enterprise AI factories with Nvidia RTX PRO Servers and a new Nvidia Enterprise AI Factory validated design for building data centers that deliver universal acceleration for AI, design, engineering and business applications.

Nvidia unveiled Nvidia NVLink Fusion – new silicon that lets industries build semi-custom AI infrastructure with the vast ecosystem of partners building with Nvidia NVLink. MediaTek, Marvell (MRVL), Alchip Technologies, Astera Labs (ALAB), Synopsys (SNPS) and Cadence (CDNS) are among the first to adopt NVLink Fusion, enabling custom silicon scale-up to meet the requirements of demanding workloads for model training and agentic AI inference. Using NVLink Fusion, Fujitsu and Qualcomm Technologies CPUs can also be integrated with NVIDIA GPUs to build high-performance NVIDIA AI factories.

Nvidia and Foxconn Hon Hai Technology Group (HNHPF) announced they are deepening their longstanding partnership and are working with the Taiwan government to build an AI factory supercomputer that will deliver Nvidia Blackwell infrastructure to researchers, startups and industries. Foxconn will provide the AI infrastructure through its subsidiary Big Innovation Company as an Nvidia Cloud Partner. Featuring 10,000 Nvidia Blackwell GPUs, the AI factory will significantly expand AI computing availability and fuel innovation for Taiwan researchers and enterprises. The Taiwan National Science and Technology Council will use the Big Innovation Company supercomputer to provide AI cloud computing resources to the Taiwan technology ecosystem, accelerating AI development and adoption across sectors. TSMC (TSM) researchers plan to leverage the system to advance its research and development with orders-of-magnitude faster performance, compared with previous-generation systems.

HP Enterprise (HPE) announced enhancements to the portfolio of Nvidia AI Computing by HPE solutions that support the entire AI lifecycle and meet the needs of enterprises, service providers, sovereigns and research & discovery organizations. These updates deepen integrations with Nvidia AI Enterprise – expanding support for HPE Private Cloud AI with accelerated compute, launching HPE Alletra Storage MP X10000 software development kit for Nvidia AI Data Platform. HPE is also releasing compute and software offerings with Nvidia RTX Pro 6000 Blackwell Server Edition GPU and Nvidia Enterprise AI Factory validated design.

CrowdStrike (CRWD) announced its integration in the Nvidia Enterprise AI Factory validated design architecture. Enterprises can deploy CrowdStrike in Nvidia Enterprise AI Factory deployments to protect AI infrastructure, systems and models. As businesses and governments around the world rush to adopt AI and build with Nvidia, the CrowdStrike Falcon platform is cybersecurity’s definitive technology for securing the AI era.
NetApp (NTAP) announced that it is working with Nvidia to support the Nvidia AI Data Platform reference design in the NetApp AIPod solution to accelerate enterprise adoption of agentic AI. Powered by the data management capabilities of NetApp Ontap, NetApp AIPod deployments built on the Nvidia AI Data Platform will help businesses build secure, governed, and scalable AI data pipelines for retrieval-augmented generation and inferencing.

JFrog (FROG) announced the integration of its foundational DevSecOps tools with the Nvidia Enterprise AI Factory validated design. JFrog will serve as the cornerstone software artifact repository and secure model registry for the landmark agentic AI architecture.

Vertiv (VRT) confirmed its strategic alignment with Nvidia’s announcement of an AI roadmap to deploy 800 VDC power architectures for the next generation of AI-centric data centers. Paving the way for future-ready designs, Vertiv’s 800 VDC power portfolio is scheduled for release in the second half of 2026 – ahead of Nvidia Kyber and Nvidia Rubin Ultra platform rollouts.

Supermicro (SMCI) announced that it is now taking orders for enterprise AI systems with Nvidia RTX PRO 6000 Blackwell Server Edition GPUs. Supermicro’s broad portfolio of optimized servers enables AI and visual computing to be deployed in virtually any industry or environment. Supermicro’s suite of over 20 systems with RTX PRO Blackwell GPUs will significantly enhance performance for enterprise AI factory workloads. This includes AI inference, AI development and model fine-tuning, generative AI, AI-driven graphics & rendering, video content and streaming, and game development.

Marvell (MRVL) announced it is teaming with Nvidia to offer Nvidia NVLink Fusion technology to customers employing Marvell custom cloud platform silicon. NVLink Fusion is an new offering from Nvidia for integrating custom XPU silicon with Nvidia NVLink connectivity, rack-scale hardware architecture, software and other technology.

Dell Technologies (DELL) announces “innovations across the Dell AI Factory with NVIDIA – all designed to help enterprises accelerate AI adoption and achieve faster time to value.” Dell said: “Air-cooled Dell PowerEdge XE9780 and XE9785 servers simplify integration into existing enterprise data centers, while liquid-cooled Dell PowerEdge XE9780L and XE9785L servers accelerate rack-scale deployment. The new PowerEdge servers support up to 192 NVIDIA Blackwell Ultra GPUs with direct to chip liquid cooling and can be customized with up to 256 NVIDIA Blackwell Ultra GPUs per Dell IR7000 rack. As the successors to Dell’s fastest ramping solution ever, the Dell PowerEdge XE9680, these platforms can deliver up to four times faster large language model training with the 8-way NVIDIA HGX B300. The Dell PowerEdge XE9712 featuring NVIDIA GB300 NVL72 offers efficiency at rack scale for training, 50 times more AI reasoning inference output and 5x improvement in throughput. With new Dell PowerCool technology, this platform helps businesses achieve greater power efficiency. The Dell PowerEdge XE7745 server will be available with NVIDIA RTX Pro 6000 Blackwell Server Edition GPUs in July 2025. Dell plans to support the NVIDIA Vera CPU, offering speed, efficiency and performance. Dell plans to support the NVIDIA Vera Rubin platform with a new Dell PowerEdge XE server designed for Dell Integrated Rack Scalable Systems.”

NO BIG SURPRISES: Morgan Stanley notes Nvidia made a handful of announcements during the Computex keynote. The firm notes that the most interesting was NVlink Fusion, a new variant of Nvidia’s interconnect technology that extends the capabilities for use with a broader ecosystem including custom ASICs and non-Nvidia CPUs. Morgan Stanley says that it frankly needs to spend more time to understand this strategy and the impact to the ecosystem, as clearly it can add growth to comm infrastructure revenues. Separately the company announced RTX PRO servers, a new offering targeted at the enterprise AI inference market. All in all, the firm believes there were “no big surprises here,” and argues that the path to a second half of the year re-acceleration is clear. Morgan Stanley has an Overweight rating on the shares with a price target of $160.