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Nvidia CEO Jensen Huang highlighted AI compute as a durable, revenue-generating asset following reports that older H100 GPU rental rates surged 22% month-over-month. The sustained pricing defies stan…
Nvidia partner GMI Cloud secured over twice its targeted funding in a debt deal backed by AI computing power sales. The heavily oversubscribed transaction underscores sustained, strong demand for Nvi…
Broadcom and Nvidia face mounting scrutiny over massive off-balance-sheet SPV financing structures. Broadcom's debt guarantees could reach $370 billion by 2029, while Nvidia's exposure tops $500 bill…
Broadcom steadies near $397 despite investor concerns over its $370 billion AI financing vehicle and $29 billion backstop exposure. While premium valuation creates near-term hesitation, technicals re…
PaleBlueDot AI seeks $300M financing to buy Nvidia chips for a Tokyo data center to bypass US-China export rules, raising political and regulatory risks that cloud demand and Nvidia’s sales into Chin…
OpenAI CFO states no near-term IPO plans despite prior reports. Microsoft backs OpenAI with a $500B valuation, while OpenAI expands partnerships with Google and Amazon, seeking U.S. government suppor…