AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
462 articles
Nvidia will back one of the world's largest data centers in Ohio with guarantees worth up to $105 billion. The facility, potentially costing as much as $500 billion, is set to be leased by OpenAI. Source: google.com
Nvidia has agreed to provide a guarantee of up to $105 billion to support OpenAI's lease of a massive data center in Ohio. The facility is being developed by SoftBank-owned SB Energy. Source: google.com
OpenAI announced a 20-year lease for a massive data center in central Ohio. Part of the financing for the project is guaranteed by Nvidia. Source: google.com
According to a SemiAnalysis report, Google has partnered with AMD to develop one of its 10th-generation TPUs. Analysts suggest the hybrid AI ASIC could integrate on-package CPU cores specifically to support reinforcement learning workloads. Source: tomshardware.com
According to The Information, the planned investment is part of broader talks between Nvidia, OpenAI, and SB Energy about providing credit support for a proposed data center campus in Ohio. The deal would further intertwine Nvidia's role in financing AI infrastructure projects. Source: google.com
Anthropic is said to be close to acquiring Israeli AI startup Decart in a deal worth around $7 billion, favored by the startup's founders and investor Sequoia despite Nvidia reportedly offering more money. Google and SpaceX are mentioned as other parties that could still be involved. Source: google.com
Nvidia is investing $3 billion in power developer Lancium as growing energy demands reshape how companies plan AI infrastructure. Meanwhile, AWS is pushing engineers to reduce CPU waste, and several top Google AI researchers have reportedly left the company. Source: google.com
Nvidia is said to be in talks to invest up to $3 billion in SB Energy, a SoftBank-backed developer working on a planned data center project in Ohio. The deal would reportedly tie into Nvidia's broader involvement in AI infrastructure buildout. Source: google.com
SpaceX recently announced it will rely exclusively on Nvidia chips for its AI infrastructure, yet AMD has quietly invested more than half a billion dollars into the company. The move raises questions about AMD's strategic motives beyond direct chip sales. Source: google.com
AMD has launched the Ryzen AI X100, a chip combining CPU, GPU, and NPU in a single heterogeneous design. The company is betting this mix will outperform large standalone GPUs in physical AI and robotics applications. Source: eetimes.com
Nvidia is no longer just a chipmaker — it's helping build an entire financial asset class around AI compute. Critics warn this growing web of financing deals could make the AI infrastructure boom systemically risky. Source: siliconangle.com
According to the Wall Street Journal, Nvidia has scaled back its planned financial backing for a proposed OpenAI data center in Ohio. The initial guarantee is now expected to fall below $120 billion. Source: reuters.com
Nvidia unveiled a $500 billion financing initiative meant to reassure markets that companies buying or deploying its chips will have access to capital. The move is seen as an attempt to counter growing concerns about an AI investment bubble. Source: pymnts.com
A proposed $500 billion financing structure would use Nvidia chips as collateral, helping companies racing to build AI capacity secure the funds to buy them. The mechanism is described as an unconventional approach to sustaining the current AI investment surge. Source: wsws.org
Nvidia is reportedly working on a scheme to prevent its GPUs from depreciating too quickly. The plan involves courting new financial backers willing to keep funding massive AI infrastructure projects. Source: techcrunch.com
Major Wall Street players, including BlackRock and Goldman Sachs, have poured $500 billion into NVIDIA as compute power increasingly gets treated as its own asset class. Source: google.com
A stellar earnings report from a key player deep in the AI server supply chain triggered a rally across the chip sector on Wednesday. AMD, Intel, and NVIDIA all saw their shares climb as a result. Source: google.com
Meta and Nvidia both released open-weight AI models this week as part of a wider push by U.S. tech firms to keep pace with leading Chinese AI labs. Source: google.com
A $500 billion Wall Street initiative could funnel pension and insurance money into GPU-backed infrastructure projects. This comes as Big Tech increasingly relies on debt financing to fuel AI expansion. Source: google.com
Investors are wagering that Nvidia's AI chips can retain value longer than typical fast-obsolescing tech, defying a basic principle of finance. The bet comes as Nvidia unveiled new hardware this week. Source: google.com