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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.
Sam Altman has rejected any sub-trillion IPO valuation as a nonstarter, pushing the listing to 2027 while SoftBank takes a 13% hit and SpaceX's stumbling debut makes the wait look smarter.
Agility Robotics merges with Churchill Capital XI at a $2.5B valuation, becoming the first publicly traded pure-play humanoid robot company with robots already earning commercial revenue.
SoftBank will build 5 GW of AI data center capacity in France for up to €75 billion, a phased commitment that would create the largest AI compute cluster in Europe.
SoftBank, Sony, Honda, and NEC have formed Japan AI Foundation Model Development, backed by a $6.3 billion government commitment to build a trillion-parameter physical AI model on Japanese soil.
OpenAI closed its funding round at $122 billion and $852 billion valuation on March 31, with $3 billion going to retail investors via banks for the first time.
Microsoft signs a deal with Crusoe for a new 900 MW AI factory campus in Abilene, Texas, adjacent to the Stargate site Oracle and OpenAI walked away from three weeks ago.
OpenAI is in advanced talks to buy up to 50 gigawatts of fusion energy from Helion, the startup where Sam Altman holds a personal stake worth an estimated $375 million.
OpenAI's chief scientist Jakub Pachocki has laid out a two-stage plan to deploy an autonomous AI research intern by September 2026 and a full AI researcher by March 2028, backed by $1.4 trillion in planned compute spending.
At BlackRock's Infrastructure Summit, Sam Altman laid out OpenAI's vision of selling AI compute by the token like a metered utility, backed by a $110 billion war chest and the Stargate buildout.
Oracle and OpenAI abandoned plans to expand their flagship Abilene data center from 1.2 GW to 2 GW after financing talks collapsed and a winter cooling outage strained relations with operator Crusoe.
Jensen Huang confirmed Nvidia's $30B OpenAI investment will likely be its last direct equity stake, killing the $100B pledge as OpenAI races toward a public listing at a $730B valuation.
