Kurumi · · 6 min read Nvidia's $500B AI Compute Financing: What to Know
Nvidia lined up $500B from BlackRock, Blackstone, Apollo, KKR, Brookfield and Goldman to finance AI compute — and to make chips an asset class.
#Markets
#Nvidia
#AI
Topic
#NVIDIA
15 posts tagged “NVIDIA”.
Kurumi · · 6 min read 
Chisato · · 6 min read Firmus Raises $2B at $10.5B for AI Factories
Nvidia-backed Firmus raised $2B from Blackstone, Coatue and Jane Street at a $10.5B valuation to build energy-efficient AI data centers across Asia-Pacific.
#AI
#Cloud
#Data Centers
Chisato · · 5 min read Anthropic Volta $10B Compute Deal: What to Know
Anthropic signed a $10B, six-year deal for 121MW of Nvidia Vera Rubin capacity at a Bitdeer data center in Norway, delivered by Volta. Here's the breakdown.
#AI
#Anthropic
#Infrastructure
Chisato · · 6 min read Open Secure AI Alliance: Nvidia Rallies 37 Firms
Nvidia and 36 partners launched the Open Secure AI Alliance and open-sourced the NOOA agent framework, days after an autonomous AI attack on Hugging Face.
#Security
#AI
#AI Agents
Kurumi · · 6 min read Nvidia Invests $5B in Safe Superintelligence
Nvidia is putting $5 billion into Ilya Sutskever's Safe Superintelligence at a $32B valuation, with Vera Rubin access — for a lab with no product yet.
#AI
#NVIDIA
#Markets
Kurumi · · 6 min read Nvidia's $250B Backstop for OpenAI's Ohio Data Center
Nvidia is reportedly weighing a $250 billion financing backstop for OpenAI's 10-gigawatt Ohio data center, reviving fears about circular AI deals.
#AI
#Markets
#NVIDIA
Chisato · · 4 min read Open AI Model Letter: Nvidia, Microsoft, Meta Sign On
Jensen Huang's first X post backed a 25-org letter urging Washington to protect open-weight AI. OpenAI, Anthropic and Google didn't sign. What it means.
#AI
#Open Source
#Policy
Kurumi · · 6 min read Nvidia-Amkor $1.5B Deal: US Chip Packaging Buildout
Nvidia is prepaying Amkor $1.5 billion to expand advanced chip packaging in Arizona, building a second CoWoS source outside TSMC. The deal and what's next.
#Semiconductors
#Nvidia
#Markets
Chisato · · 4 min read Nvidia–SK Group $500B Deal: HBM Supply, AI Factory
Nvidia and SK Group unveiled a $500B+ AI partnership locking in SK Hynix HBM4 supply and a 2GW AI factory in Korea. Here are the details and what to watch.
#Nvidia
#Chips
#AI
Chisato · · 7 min read Nvidia Vera CPU Specs: Olympus Cores, SPEC Benchmarks
Nvidia detailed its Vera CPU — 88 custom Olympus cores, 1.2 TB/s memory, and SPEC CPU 2026 scores that edge AMD's Epyc dual-socket flagship.
#Chips
#Nvidia
#Hardware
Chisato · · 5 min read Nvidia, Mitsubishi Heavy Eye AI Data Center Cooling
Nvidia and Mitsubishi Heavy Industries are exploring a partnership on cooling and power systems for AI data centers, targeting the heat and energy bottleneck.
#Infrastructure
#AI
#Nvidia
Chisato · · 6 min read China H200 Approval: Nvidia Chips for AI Firms
China is preparing to let Alibaba, ByteDance, and DeepSeek buy Nvidia's H200 — but capped under 200,000 chips. The reversal, the conditions, and what it means.
#AI
#Semiconductors
#Nvidia
Chisato · · 5 min read DeepSeek AI Chip: Why Nvidia Stock Slipped
China's DeepSeek is reportedly designing its own AI inference chip to cut reliance on Nvidia and Huawei. Here's what's confirmed and why Nvidia shares fell.
#AI
#Semiconductors
#Nvidia
Kurumi · · 5 min read Nvidia Kyber Delay: What the 2028 Rack Slip Means
SemiAnalysis says Nvidia's Kyber NVL144 rack slipped to 2028 on a PCB midplane snag. Nvidia calls its roadmap 'intact.' Here's the report, the denial, and the stakes.
#Semiconductors
#Nvidia
#Markets
Kurumi · · 5 min read Nvidia Stock Lags the 2026 Chip Rally: Why
Nvidia is up just 3.2% in 2026 while Micron gained 304% and AMD 171%. Custom ASICs and memory are leading the chip rally instead. Here's what changed and what to watch.
#Markets
#Semiconductors
#NVIDIA