Nvidia Partners with Apollo, Blackstone and Wall Street Giants on $500 Billion AI Funding Package
Apollo, Blackstone, BlackRock & others team with Nvidia on a $500 billion package for AI chips, power and data centers, per FT report.
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Microsoft Plans to Unveil Maia 300 AI Chip in September, Eyes Massive Production Ramp
Microsoft plans to unveil its Maia 300 AI chip this fall and secure TSMC capacity for over 300,000 units in 2027 to cut Nvidia reliance.
Nvidia to Invest Up to $3 Billion in Lancium, the Power Company Behind Stargate
Nvidia plans up to $3B investment in Lancium, the Blackstone-backed power firm behind the Stargate AI data center project, valuing it at $10B.
Sharon AI Posts Massive Contract Wins but Stock Slips on Weak Near-Term Revenue
Sharon AI stock dropped after Q2 results, even with a $4.9B six-year NVIDIA deal for up to 40,000 GB300 GPUs and $8.8B total contracts.
Bitdeer Gets “Thesis-Changing” Upgrade After $4.7B Norway AI Colocation Deal
Cantor Fitzgerald upgrades Bitdeer to Overweight on its first major AI colocation deal worth up to $8B.
Musk Commits SpaceX to Nvidia Exclusively; AMD Feels the Pressure
Musk says SpaceX is exclusive to Nvidia’s Vera Rubin chips. The news boosts NVDA and pressures AMD after earnings.