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Nvidia backs financing for OpenAI data center in Ohio
Technology giants are shelling out billions to scale capacity to meet massive data center demand.
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Nvidia discloses $21 billion stake in SpaceX at end of second quarter
Nvidia’s stake in SpaceX, which came through an investment in xAI, was worth about $21 billion at the end of the second quarter.
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CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave is seeing strong demand for six-year-old Nvidia chips, helping justify all the current AI capex.
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Nvidia unveils first open-source AI model since CEO Jensen Huang entered the chat
Nemotron 3.5 Lightning is free for companies to download, use and modify without getting permission or paying Nvidia.
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CNBC Daily Open: Trump’s Strait of Hormuz claim meets crude reality
U.S. President Donald Trump has claimed that the U.S. Navy has “100%” control of the Strait of Hormuz. Markets don’t think so.
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Jim Cramer warns AI’s circular financing frenzy echoes the dot-com bubble
CNBC’s Jim Cramer said reports of Nvidia backing OpenAI’s data center expansion revived memories of the financing arrangements that preceded the dot-com crash.
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Nvidia’s next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says
The reported delay adds to concerns that Nvidia’s breakneck annual release cadence is colliding with manufacturing limits.
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Nvidia offers start-up customers chance to swap compute power for revenue share
Nvidia says it will give start-ups the chance to swap access to compute power for a slice of future profits under a new program aimed at AI-focused firms.
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