Nvidia Minerva and AI factory supply deals

Nvidia launched Minerva on October 23, 2026, an AIOps platform for AI factories that provides unified observability across GPUs, networking, and storage. Minerva builds a dynamic knowledge graph mapping infrastructure components and running jobs to trace performance issues, analyzes billions of data points per hour using supervised and unsupervised machine learning to detect anomalies and predict failures, and aggregates alert storms into single actionable incidents with likely root causes. The platform is part of the Nvidia Vera Rubin Platform and serves as the primary network observability solution for Vera Rubin and Blackwell systems. It deploys on premises or as SaaS, scales to hundreds of thousands of GPUs, and integrates with Grafana and Nvidia DSX. Pricing follows a tiered model based on the number of monitored GPU nodes, with volume discounts for deployments exceeding 1,000 GPUs. Partners including IREN, IBM, Tesla, Lambda, Bitdeer AI, Dell Technologies, Lenovo, and Supermicro plan to deploy or offer the platform.

On the supply chain side, Samsung Electro-Mechanics and Nvidia announced a strategic partnership to supply ABF substrates for Nvidia's AI processors and networking chips from dedicated facilities in Sejong and Busan, in a deal valued at KRW 360.5 billion. Samsung Electro-Mechanics expects substrate volumes supplied to Nvidia to grow at a double-digit annual rate, with Nvidia projected to account for a significant portion of its total annual package substrate capacity by 2028. Nvidia announced at GTC Berlin that deals with Samsung Electro-Mechanics, IBIDEN, and Unimicron will increase its substrate capacity 2.5 times over three years, and Amkor plans to grow interposer capacity in Korea by more than 300% by end of 2028. Separately, Nvidia is providing KYEC a $1.1 billion advance to build new chip-testing facilities in the United States, with high-volume production targeted for April 2027 and total testing capacity expected to double from 2026 to 2027. KYEC plans to invest up to $1.4 billion total in the new facility. No U.S. state or city has been disclosed, and KYEC's general manager noted each facility takes at least 24 months to build.