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NVIDIA

AI infrastructure · 23 named customers

24 stories

DateWhat happened
August 2026
Aug 264 weeks agoAWSPlanned to deploy 2 million more NVIDIA GPUs across its global infrastructureExpansionNVIDIA
Aug 244 weeks agoSpaceXAIChose Vera CPUs for agentic AI and Vera Rubin to expand its Grok infrastructureAdoptionNVIDIA
July 2026
Jul 272 months agoSafe Superintelligence Inc.Signed a long-term deal for Vera Rubin systems to grow compute by an order of magnitudeAdoptionNVIDIA
Jul 242 months agoNAVERExpanded its Sejong DSX AI factory plan from 55 to 200 megawatts by 2028ExpansionNVIDIA
Jul 242 months agoSK TelecomPlanned a 2-gigawatt Vera Rubin DSX AI factory in Korea, first site online in 2027ExpansionNVIDIA
May 2026
May 313 months agoFoxconnMoved its NVIDIA-powered CoDoctor agents and Nurabot robots into Taiwan hospital operationsExpansionNVIDIA
May 313 months agoTSMCApplied NVIDIA accelerated computing to lithography, process control and defect inspectionAdoptionNVIDIA
May 74 months agoIRENAgreed to deploy up to 5 gigawatts of NVIDIA DSX AI infrastructure across its data centersAdoptionNVIDIA
March 2026
Mar 166 months agoT-MobilePiloted NVIDIA Blackwell edge AI servers to run physical AI apps over its networkAdoptionNVIDIA
Mar 166 months agoAdobeChose NVIDIA computing and libraries to build the next generation of Firefly modelsAdoptionNVIDIA
Mar 166 months agoHyundai Motor GroupExpanded its NVIDIA deal to put level 2+ autonomy on select Hyundai and Kia vehiclesExpansionNVIDIA
Mar 116 months agoNebiusAgreed to deploy more than 5 gigawatts of NVIDIA systems by the end of 2030ExpansionNVIDIA
February 2026
Feb 177 months agoMetaSigned a multiyear deal to deploy millions of Blackwell and Rubin GPUs plus NVIDIA CPUsExpansionNVIDIA
January 2026
Jan 268 months agoCoreWeaveExpanded its NVIDIA deal to build more than 5 gigawatts of AI factories by 2030ExpansionNVIDIA
Jan 128 months agoEli LillyOpened a drug discovery AI lab with NVIDIA, investing up to $1 billion over five yearsAdoptionNVIDIA
October 2025
Oct 3011 months agoHyundai Motor GroupCommitted to an AI factory on 50,000 Blackwell GPUs for vehicles, factories and roboticsExpansionNVIDIA
Oct 3011 months agoSamsung ElectronicsStarted building an AI factory with 50,000 NVIDIA GPUs for chipmaking, devices and roboticsAdoptionNVIDIA
Oct 2811 months agoU.S. Department of EnergyCommissioned its largest AI supercomputer, Solstice, with 100,000 Blackwell GPUs at ArgonneAdoptionNVIDIA
Oct 2811 months agoUberChose NVIDIA DRIVE Hyperion to scale a robotaxi fleet toward 100,000 vehicles from 2027AdoptionNVIDIA
Oct 1311 months agoOracleChose Spectrum-X Ethernet to interconnect its giga-scale Vera Rubin AI factoriesAdoptionNVIDIA
September 2025
Sep 221 year agoOpenAISigned a letter of intent to deploy at least 10 gigawatts of NVIDIA systemsAdoptionNVIDIA
June 2025
Jun 111 year agoNovo NordiskChose BioNeMo and NIM on the Gefion supercomputer to build drug discovery agentsAdoptionNVIDIA
May 2025
May 131 year agoHUMAINPlanned 500 MW of Saudi AI factories, starting with an 18,000-GPU GB300 supercomputerAdoptionNVIDIA
March 2025
Mar 181 year agoGeneral MotorsExtended its NVIDIA work to factory AI models and DRIVE AGX in future vehiclesExpansionNVIDIA

Named customers

CustomerWhat for
Hyundai Motor Group
Expanded
Expanded its NVIDIA deal to put level 2+ autonomy on select Hyundai and Kia vehicles
Mar 20266 months ago · 2 stories
General Motors
Expanded
Extended its NVIDIA work to factory AI models and DRIVE AGX in future vehicles
Mar 20251 year ago
CoreWeave
Expanded
Expanded its NVIDIA deal to build more than 5 gigawatts of AI factories by 2030
Jan 20268 months ago
Meta
Expanded
Signed a multiyear deal to deploy millions of Blackwell and Rubin GPUs plus NVIDIA CPUs
Feb 20267 months ago
Nebius
Expanded
Agreed to deploy more than 5 gigawatts of NVIDIA systems by the end of 2030
Mar 20266 months ago
Foxconn
Expanded
Moved its NVIDIA-powered CoDoctor agents and Nurabot robots into Taiwan hospital operations
May 20263 months ago
SK Telecom
Expanded
Planned a 2-gigawatt Vera Rubin DSX AI factory in Korea, first site online in 2027
Jul 20262 months ago
NAVER
Expanded
Expanded its Sejong DSX AI factory plan from 55 to 200 megawatts by 2028
Jul 20262 months ago
AWS
Expanded
Planned to deploy 2 million more NVIDIA GPUs across its global infrastructure
Aug 20264 weeks ago
HUMAIN
Adopted
Planned 500 MW of Saudi AI factories, starting with an 18,000-GPU GB300 supercomputer
May 20251 year ago
Novo Nordisk
Adopted
Chose BioNeMo and NIM on the Gefion supercomputer to build drug discovery agents
Jun 20251 year ago
OpenAI
Adopted
Signed a letter of intent to deploy at least 10 gigawatts of NVIDIA systems
Sep 20251 year ago
Oracle
Adopted
Chose Spectrum-X Ethernet to interconnect its giga-scale Vera Rubin AI factories
Oct 202511 months ago
Uber
Adopted
Chose NVIDIA DRIVE Hyperion to scale a robotaxi fleet toward 100,000 vehicles from 2027
Oct 202511 months ago
U.S. Department of Energy
Adopted
Commissioned its largest AI supercomputer, Solstice, with 100,000 Blackwell GPUs at Argonne
Oct 202511 months ago
Samsung Electronics
Adopted
Started building an AI factory with 50,000 NVIDIA GPUs for chipmaking, devices and robotics
Oct 202511 months ago
Eli Lilly
Adopted
Opened a drug discovery AI lab with NVIDIA, investing up to $1 billion over five years
Jan 20268 months ago
Adobe
Adopted
Chose NVIDIA computing and libraries to build the next generation of Firefly models
Mar 20266 months ago
T-Mobile
Adopted
Piloted NVIDIA Blackwell edge AI servers to run physical AI apps over its network
Mar 20266 months ago
IREN
Adopted
Agreed to deploy up to 5 gigawatts of NVIDIA DSX AI infrastructure across its data centers
May 20264 months ago
TSMC
Adopted
Applied NVIDIA accelerated computing to lithography, process control and defect inspection
May 20263 months ago
Safe Superintelligence Inc.
Adopted
Signed a long-term deal for Vera Rubin systems to grow compute by an order of magnitude
Jul 20262 months ago
SpaceXAI
Adopted
Chose Vera CPUs for agentic AI and Vera Rubin to expand its Grok infrastructure
Aug 20264 weeks ago
About and retention

Retention over time

  • Renewed
  • Adopted or expanded
  • Customer moved away
  • Consolidated
20252026
Category
AI infrastructure
Stories
24
Website
nvidia.com

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