$NVIDIA(NVDA)$  


Nvidia will invest US$1.5 billion in SoftBank-backed SB Energy and secure up to 8 gigawatts of AI computing capacity at an Ohio campus being built by the data centre developer for OpenAI.

The deal is the latest where Nvidia is financing the ecosystem consuming its chips, a strategy that has helped fuel demand but also drawn scrutiny over the circular flows of funds from the chipmaker to its biggest customers.

Leading tech firms are increasingly tying together chips, power and data centre development as they race to secure the infrastructure needed for increasingly power-hungry AI models.

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# Nvidia Moves Optics Into the Package — Marvell +5.5%, Who Gets Left Behind?

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  • cheezzy
    ·08-19 09:22
    Does that 8GW really show up on time though? Power and buildout delays feel way underpriced here
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