Designs graphics processing units and AI accelerators. The dominant supplier of compute hardware to the AI buildout.
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Nvidia will invest $3 billion and AMD $1 billion in Meta's $95 billion AI infrastructure equity raise, with both chipmakers also deepening technical partnerships around Meta's Muse AI agent and next-generation hardware deployments.
Jay Goldberg · 7 DAYS AGO
SpaceX has closed $40 billion in debt financing to acquire Nvidia GPUs, with the chips expected to arrive in the first and second quarters of 2027. Elon Musk warned that more than 200 neocloud companies face failure as AI debt markets tighten.
Marc Sabatini · 9 DAYS AGO
Neocloud stocks including CoreWeave, Nebius, and IREN have lost more than 30% in October, while credit default swap spreads on Meta, Nvidia, and Oracle hit all-time highs and SK Hynix pulled Solidigm's planned IPO amid market volatility.
Sara Montes de Oca · 11 DAYS AGO
Nvidia and Apple each pledged $25 million to President Trump's White House ballroom renovation, topping a donor list that exceeded $330 million in total contributions from technology and corporate giants including Amazon, Meta, and Microsoft.
Jay Goldberg · 19 DAYS AGO
OpenAI told investors it reached roughly $50 billion in annualized revenue at the end of September, below the $68 billion figure widely reported last month, sending shares of Nvidia, Oracle, and CoreWeave lower on Thursday.
Sara Montes de Oca · 26 DAYS AGO
SpaceX is seeking $40 billion in financing to buy additional Nvidia GPUs, as the FCC simultaneously announced plans to auction 25 megahertz of prime satellite spectrum that could benefit both SpaceX and Amazon's growing direct-to-device businesses.
Jay Goldberg · 27 DAYS AGO
Written for readers who already know the basics — markets, AI, and the policy decisions that shape both.