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[AINews] Poolside gets $12B reverse-execuhire to NVIDIA; founders stay for $1B, employees go for $6B, Infraco scaling to 7GW neocloud
NVIDIA struck a $12B deal with AI coding startup Poolside, licensing its Model Factory and hiring 109 of its technical employees.
NVIDIA spent roughly $12B in an unusual reverse-execuhire of Poolside, licensing the company's Model Factory while hiring 109 of its ~115 technical staff; founders retain a $1B stake and employees receive about $6B. Poolside had raced to raise $2B to fund a 40,000 GB300 cluster after missing a six-week funding window, and founders argue frontier-scale training now requires an order of magnitude more compute plus contracted data center space. An infrastructure arm spun out in January 2026 is scaling toward 7GW as a neocloud. The newsletter also recaps OpenAI and Anthropic agent-platform releases.
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Jensen Huang explains why Nvidia will grow an astounding 70% next year
Nvidia CEO Jensen Huang reiterated at a Goldman Sachs conference that revenue could grow 70% year-over-year next year, reaching roughly $680 billion.
Speaking at the Goldman Sachs Communicopia + Technology conference, Huang reaffirmed guidance of about 70% revenue growth next year, implying roughly $680 billion after an expected ~$400 billion this fiscal year. He cited the Grace-Blackwell system (36 Grace CPUs with 72 Blackwell GPUs) experiencing 27% month-over-month order growth and claimed $100 billion in revenue-generating contracts at companies Nvidia invests in. Huang argued Nvidia underpins models from OpenAI, Anthropic, and Google and tracks global data center capacity, while dismissing concerns about circular deals and competition from hyperscalers, Cerebras, and Etched.
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Nvidia buys Hugging Face, the GitHub of AI, for $13 billion
Nvidia agreed to acquire Hugging Face for $13 billion, pledging the 3-million-model open platform will remain open to its 18 million developers.
Nvidia has agreed to acquire Hugging Face, the model and dataset hosting platform, for $13 billion, pending regulatory review. The platform hosts about 3 million primarily open AI models, 500,000 datasets, and 1 million AI applications, used by more than 200,000 companies and 18 million developers. Nvidia pledged Hugging Face will remain an open platform and keep its brand; the startup previously declined a $500 million Nvidia investment to avoid a dominant investor. The deal supports Nvidia's open-weights strategy, alongside backing for Reflection AI, CoreWeave, and Nebius.
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Corero brings cloud-based AI threat analysis to SmartWall ONE
Corero adds cloud-delivered AI analysis to SmartWall ONE for faster DDoS attack identification and automated protection policy generation.
Corero Network Security announced AI-Augmented Cloud-Assist for SmartWall ONE, a cloud-delivered AI layer that analyzes DDoS telemetry, identifies emerging attack behaviors, and recommends protection policies that can be applied manually or automatically within seconds. It creates a continuous intelligence loop between Corero's cloud and on-premises SmartWall ONE deployments, with security experts providing oversight. The feature targets AI data centers, NeoCloud providers, service providers, and digital enterprises requiring low-latency edge mitigation.
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