Nvidia confirms liquid cooling as standard, boosting supply chain revenue outlook

Nvidia delivered a strong fourth quarter fiscal year 2026 earnings report and issued an optimistic forecast, driven by robust sales of its GB architecture AI servers. Notably, liquid cooling paired with the GB architecture has officially become a standard feature. Nvidia stressed that liquid cooling no longer poses a shipment bottleneck, dispelling earlier industry concerns sparked by CEO Jensen Huang’s CES remarks.

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Google signs multibillion-dollar AI chip deal with Meta to escalate Nvidia rivalry

According to The Information, Meta has signed a multibillion-dollar, multi-year agreement to rent artificial intelligence chips from Google, marking a significant shift in the competitive landscape of AI hardware and signaling growing efforts by major technology companies to reduce dependence on Nvidia’s dominant processors. Under the agreement, Meta will use Google’s tensor processing units (TPUs) to train next-generation AI models, including future versions of its Llama systems. The deal expands Meta’s computing options at a time when demand for AI infrastructure is surging and access to advanced chips has become a strategic constraint across the industry.

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Hyundai European hubs gain value as EU plans 70% local EV production rule

The EU is preparing to tighten electric vehicle subsidy rules by requiring that 70% of automotive components — excluding batteries — be produced within the bloc. The proposed measure is part of a broader policy shift aimed at strengthening domestic supply chains and reducing reliance on external manufacturing, particularly as competition intensifies in the global EV market.

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