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Microsoft struck a major neocloud deal with Nebius to rent 100,000+ Nvidia GB300 chips as part of multi‑billion dollar agreements, easing data center strain and boosting AI capacity versus rivals.
Nvidia shares dipped after Meta announced acquisition of AI chip startup Rivos to build custom silicon and reduce reliance on Nvidia, even as Meta keeps large Nvidia-based spending (a potential $14.2…
CoreWeave secured roughly $27 billion in long-term AI infrastructure deals, including a $14.2B agreement with Meta and a $6.5B Nvidia backstop, lifting shares and signaling stronger GPU demand that b…
CoreWeave secured roughly $27B in long-term deals with OpenAI, Nvidia and Meta, boosting demand for Nvidia GPUs and giving Meta large-scale access to Blackwell servers, sparking immediate market enth…