NVIDIA Expands AI Datacenter Leadership and Partnerships in June 2026

Key points

• •NVIDIA solidified its leadership by securing the top position in datacenter Ethernet switching and controlling the entire AI stack as of June 27, 2026, reinforcing its dominance in enterprise AI and data infrastructure markets.[Startup Fortune]
• •In a major regional expansion, NVIDIA and Australian startup Firmus announced plans on June 29, 2026, to develop a cutting-edge AI data center campus in Batam, Indonesia featuring 170,000 GPUs, significantly boosting Southeast Asia's AI processing capabilities.[Yahoo Finance][Indonesia Business Post]
• •NVIDIA showcased innovation in sustainable infrastructure by cutting AI data center water cooling to near zero despite rising water costs, reflecting breakthroughs in efficient cooling technology critical for scaling AI workloads.[Business Model Analyst]
• •NN Inc.’s stock surged 68% in late June 2026 following the announcement of new awards for products related to NVIDIA’s data center solutions, highlighting strong market confidence and increased demand in NVIDIA’s AI data center ecosystem.[Investing.com Canada][Yahoo Finance]
• •Extreme heat has caused insurers to report a one-third increase in losses pertaining to AI data centers, which has prompted NVIDIA and Microsoft to redesign their data center infrastructures to enhance operational resilience against climate stress.[BigGo Finance]
• •Industry investments in NVIDIA’s latest AI hardware remain strong, exemplified by Bit Origin acquiring $11 million worth of NVIDIA Blackwell B300 AI equipment with contracted deployments in Southeast Asia including Malaysia.[Pulse 2.0]
• •NVIDIA is expanding beyond terrestrial AI applications by quietly increasing staffing focused on artificial intelligence for outer space, revealing a strategic push into new high-growth verticals as of mid-2026.[Business Insider]
• •The collaboration between Databricks and NVIDIA on the Genesis Workbench platform, launched in June 2026, aims to empower AI scientists and accelerate AI research, showcasing NVIDIA’s commitment to advancing AI development tools.[HPCwire]
• •NVIDIA has expressed serious concerns over the viability of smuggled AI data centers in China due to chip supply shortages from the chip squeeze, highlighting ongoing geopolitical and supply chain challenges impacting AI infrastructure rollout in the region.[MSN]

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