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Nvidia abandons its $100B infrastructure partnership with OpenAI after five months of stalling, replacing it with a $30B equity stake as OpenAI's record-breaking funding round nears $100B at an $850B valuation.
Meta and Nvidia announce a multiyear deal spanning millions of GPUs and CPUs, with Meta becoming the first to deploy Nvidia's Grace CPUs standalone at scale.
AI data centers now consume 70% of global memory production, triggering price surges, product delays, and warnings of manufacturer bankruptcies across consumer electronics.
