[Rolling headline]: Nvidia (NVDA) CEO delivering a keynote speech and has announced a raft of partnerships

Nvidia comments: CEO Haung said it has invested almost USD 10bln across Europe over the past year and announced investments in 14 European startups in the past week. Partnerships: Nokia (NOKIA FH), Nvidia and other telecom operators are turning networks into distributed intelligence platforms. Google Cloud (GOOGL) to scale Nvidia Vera Rubin infrastructure to 960k GPUs. Schneider Electric (SU FP) and Nvidia are to partner on modular data centres. Infineon (IFX GY) and Nvidia to partner on power conversion for data centres. CrowdStrike (CRWD) and Nvidia expand AI agent security to silicon; By 2028, production for Nvidia to account for significant portion of annual substrate capacity. Supermicro (SMCI) brings Nvidia Aerial RAN Computer solutions to the network edge with Nokia (NOKIA FH) to enable low-latency AI services. Dell Technologies (DELL) advances enterprise agentic AI from the desk side to data center with Nvidia. Vertiv (VRT) targets up to 30% more cumulative AI token output in first 12 months using Nvidia DSX and Polar deploys approach at Norway site. HPE (HPE) teams with Nvidia to advance secure agentic AI across enterprises and industrial environments. Nutanix (NTNX) and Netris announce strategic collaboration to deliver a multi tenant infrastructure stack from compute to network for neoclouds and Nvidia Cloud partner environments. Nvidia working with Amkor Technology (AMKR), Ibiden, KYEC, Samsung Electro-Mechanics, SPIL and Unimicron technology. Telecom Italia (TIT IM) to collab with Nvidia to provide advanced capabilities to develop and deploy AI applications.