Nvidia Recruits Wall Street to Bankroll $500B AI Bet
Nvidia is partnering with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize over $500 billion for AI infrastructure, reviving circular financing fears.
Articles Tagged "AI Infrastructure"
PJM's New Rule: No Power Guarantee for AI Data Centers
PJM's board approved a plan to curtail power to data centers of 50 megawatts or larger during grid emergencies starting June 2027, unless they bring their own generation.
AMD Locks Up 2.5 GW of Compute From an Ex-Bitcoin Miner
AMD signed a 15-year, $14B+ infrastructure deal with Core Scientific for 500+ MW of AI data center capacity, with an option to scale to 2.5 GW - its third major hosting deal in five months.
Socher's AI Lab Signs $410M AWS Deal, No Strings
Richard Socher's Recursive Superintelligence signed a $410 million multi-year AWS compute deal with no equity stake, a rare cash-only structure in an industry built on circular financing.
Nvidia May Guarantee $250B So OpenAI Can Pay Nvidia
Nvidia is negotiating to backstop $250 billion in financing for OpenAI's 10-gigawatt Ohio data center, plus another $350 billion for the chips going inside it, reviving the circular financing debate.
One Line Failed. 3GW of Data Centers Panicked the Grid
A single transmission line fault near Virginia's data center alley triggered a synchronized 3-gigawatt disconnect that took PJM 11 minutes to stabilize, twice as bad as a similar 2024 event.
Nvidia's Jetson Chips Are Headed to the Moon
Lunar Outpost and Firefly Aerospace will fly Nvidia Jetson modules on a lunar rover and orbiter this year, the first GPUs to run on and around the Moon.
Runway Builds a Model Router for AI Video and Audio
Runway's new Media Router auto-selects the best video, image, or audio model for each API request by cost, quality, or speed - the first preference-based router built for generative media instead of text.
Etched Doubles to $10.3B Before Shipping a Chip
Etched raised $300M at a $10.3B valuation, doubling its price tag in seven months, even though its transformer-only Sohu chip has yet to ship in volume.
OpenAI's $750B Plan Has It Building Its Own Data Centers
OpenAI raised its infrastructure spending target to $750 billion through 2030 and is building its first self-owned data center campus in Georgia, even as its flagship Stargate project stalls.
Microsoft Bets on AMD's Helios to Crack Nvidia's Grip
Microsoft will deploy AMD's new Helios AI racks across Azure, joining Meta, Oracle and OpenAI as flagship customers in a direct challenge to Nvidia's 95% grip on the data center GPU market.
MCP Drops Sticky Sessions to Scale Like the Web
The next Model Context Protocol spec removes session IDs and the initialize handshake entirely, letting MCP servers run behind ordinary round-robin load balancers for the first time.
