Nvidia and Synopsys, which announced their expanded partnership Monday, are among the global players in the AI semiconductor race with significant operations in Austin.

Two months after Nvidia and OpenAI unveiled their eyepopping plan to deploy at least 10 gigawatts of Nvidia systems—and up to $100 billion in investments—the chipmaker now admits the deal isn’t actually final.

On the digital AI side, Nvidia released new speech recognition models and expanded its suite of tools for AI safety and reinforcement learning. MultiTalker Parakeet and Sortformer address multi-speaker recognition and diarization, enabling models to understand fast-paced or overlapping conversations.

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Nvidia Corp. and Amazon Web Services Inc. announced the expansion of the two companies’ collaboration on new chip technology, networking, cloud infrastructure and open models and physical AI.

Nvidia continues its push into physical AI with the release of a new reasoning world model and other tools for physical AI.

But perhaps the biggest threat to Nvidia going forward is a name no one expected. That's Alphabet ( GOOG 1.71%) ( GOOGL 1.77%), which is reportedly in talks with Facebook parent Meta Platforms to sell it billions of dollars' worth of AI processing chips.

Nvidia has made a $2 billion investment in Synopsys and has a new partnership with the maker of chip-design software.