SoftBank's $50M library donation precedes federal data center lease

NVIDIA is addressing AI's growing memory constraints through full-stack codesign, optimizing GPUs, CPUs, networking, storage and software together rather than simply adding more high-bandwidth memory. The approach targets inefficiencies across the memory hierarchy, from model weights to KV cache to retrieval-augmented generation data. Results show agentic throughput per dollar increased up to 30x from Blackwell Ultra to Vera Rubin despite only 3% HBM capacity gains per GPU.

Dropbox has acquired Tigris Data for $350 million to strengthen its AI infrastructure capabilities. The acquisition is designed to support DBX Agent Cloud, a new storage platform targeted at developers building AI models and agents. The deal reflects Dropbox's effort to position itself in the growing market for AI-native infrastructure and developer tools.

Box has integrated Nvidia's Nemotron model into a new agent-first content retrieval system that processes queries four times faster while reducing errors by 20% and token usage by 90%. The system is designed to improve how AI agents access and retrieve information from Box's content management platform. This represents a shift toward optimizing enterprise AI systems for speed and efficiency in real-world deployment.

SpaceX has partnered with Qualcomm in a multi-year deal to deploy Qualcomm's Dragonwing technology across tens of thousands of 5G cell sites in the US, with initial deployments planned for 2027. The partnership supports SpaceX's broader effort to establish Starlink Mobile as a major US carrier, directly competing with T-Mobile, AT&T, and Verizon. SpaceX has already acquired spectrum and has reportedly explored acquiring Boost Mobile to accelerate its wireless ambitions.