NVIDIA is a semiconductor company best known for its GPUs, which are the primary compute hardware for training and running AI models. Its H100 and A100 chips power the majority of AI data centers worldwide.
CoreWeave stock rose over 50% from its July 29 low of $60 to $90.6 ahead of its Tuesday earnings report, which analysts expect to show second-quarter revenue of $2.56 billion, up 110% year over year, …
A consortium of Wall Street firms including Blackstone, BlackRock, and Goldman Sachs is reportedly in talks with Nvidia to invest $500 billion in AI infrastructure, according to a Financial Times repo…
Nvidia announced strategic partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish independent compute financing platforms, aiming to mobilize over $500 billio…
Nvidia CEO Jensen Huang confirmed in early June 2026 that Nvidia has qualified Samsung Electronics, SK Hynix, and Micron Technology as suppliers of HBM4 memory for its Vera Rubin AI accelerator platfo…
Nvidia is working with Apollo Global Management, Blackstone, BlackRock's Global Infrastructure Partners, Brookfield Asset Management, Goldman Sachs and KKR on a $500bn funding package for AI infrastru…
Nvidia is in advanced talks with Wall Street firms including Apollo Global Management, Blackstone, BlackRock's Global Infrastructure Partners, Brookfield Asset Management, Goldman Sachs, and KKR to as…
Nvidia is assembling a $500 billion AI financing plan with Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR to fund AI data center construction, and is separately in talks to provide …
Nvidia is partnering with BlackRock's Global Infrastructure Partners, Brookfield Asset Management, Goldman Sachs, and KKR on a potential $500 billion financing package for AI infrastructure, according…
Nvidia is partnering with Wall Street investment giants including Apollo Global Management, Blackstone, BlackRock's Global Infrastructure Partners, Brookfield Asset Management, Goldman Sachs, and KKR …
Microsoft has ordered over 300,000 of its Maia 300 AI chips from TSMC for 2027, according to The Information, as the company revises its AI chip roadmap amid delays. The latest-generation chip, intern…
Nvidia is partnering with a consortium including Apollo Global, Blackstone, Blackrock, Brookfield Asset Management, Goldman Sachs, and KKR to assemble a $500 billion financing package for AI infrastru…
Apollo Global and Blackstone are partnering with Nvidia on a $500 billion financing package to accelerate AI infrastructure development, the Financial Times reported on August 10, 2026. The deal, amon…
Nvidia has partnered with major Wall Street firms on a $500 billion AI financing deal, according to the Financial Times, to bolster AI infrastructure including data-center buildouts and chip supply ag…
Nvidia and South Korea's SK Group announced a partnership valued at over $500 billion to develop large-scale AI data centers, including a two-gigawatt facility powered by Nvidia's Vera Rubin chips and…
A chart from Apollo's Torsten Slok shows an inverted AI margin chain, with silicon and equipment suppliers earning 41% operating margins while models and applications lose 59%, indicating that AI prof…
Meta released Muse Glimmer, a 30-billion-parameter AI model designed to run locally on a Mac or PC with a single consumer GPU, with weights available for download from Hugging Face under an Apache 2.0…
Lambda, the AI cloud infrastructure company, closed a $1 billion syndicated senior secured credit facility led by J.P. Morgan, nearly quadrupling its previous $275 million facility from August 2025, t…
Microsoft plans to unveil its Maia 300 AI chip as soon as September, according to a report from The Information, marking an escalation in its effort to reduce dependence on Nvidia GPUs. The company ha…
Goldman Sachs estimates that memory components account for roughly 62% of the total material costs for Nvidia's upcoming Vera Rubin superchip, up from about 53% on the previous-generation GB300 system…
Meta CEO Mark Zuckerberg published a 6,500-word manifesto on Monday arguing that the greatest AI threat is concentration of power, advocating for 'personal superintelligence' and open-weight models. T…