Overview

• Nvidia and OpenAI announced a framework to deploy at least 10 GW of AI data‑center capacity using millions of Nvidia GPUs, with staged investments of up to $100 billion and a first phase targeted for the second half of 2026 on the Rubin platform.
• Antitrust specialists warned the pact could confer preferential access and dampen competition, while Nvidia said the investment will not change its priorities or affect product supply for other customers.
• Mercedes‑Benz (China) and ByteDance upgraded their strategic cooperation across software and marketing, with the new all‑electric CLA in China set to carry ByteDance’s Doubao large model this autumn.
• Dongfeng Motor and Huawei unveiled a joint innovation lab focused on vehicle software platforms, assisted intelligent driving, AI applications and embodied intelligence, alongside high‑level meetings to deepen broader cooperation.
• China Quality Report said Xiaomi’s recall of about 117,000 SU7 vehicles was classified as an investigation‑influenced safety recall tied to a SAMR defect probe rather than a voluntary software update.