Nvidia chips, company news, earnings and the businesses buying its computing power.
AIHuang is now in Astana as Firebird details a U.S. license for 45,000 Nvidia GPUs and a 2027 launch target, alongside a new robotaxi testing plan.
AIHuang says AI-cloud demand is strong, but capital is scarce. CoreWeave's filings show about $52 billion in debt and operating lease liabilities.
AINvidia expands OpenShell into a design spanning AI models, agent tools and hardware security. Its Sentry enforcement layer is planned for early 2027.
AINvidia plans investments in four German startups as Huang and Merz push industrial AI, factory digital twins and wider adoption among smaller manufacturers.
AINscale is negotiating a second major Anthropic agreement in West Virginia after Microsoft withdrew from a separate British project facing power delays.
AIThird-quarter sales reached NT$1.494 trillion as profit climbed 68.7%. Management raised its annual growth outlook, but warned of pressure on price-sensitive customers.
Price AnalysisApex examines the $108 billion revenue outlook, margin hurdles and NVDA’s technical structure using fresh market data and an independently checked earnings chart.
TechApollo and Blackstone are among lenders in early talks, according to a fresh WSJ exclusive. The proposed financing could support several gigawatts of custom-chip capacity.
MarketsCredit protection hit a record since June and long-term bond spreads widened as lenders weighed the proposed financing against heavy AI investment and a large cash reserve.
TechAn FT exclusive details a proposed $10 billion bank-loan package and $30 billion debt sale led by Apollo, with closing expected in 2027. Elon and Jensen have flaunted their friendship to the world going back years.