Open-weight AI companies are the Valley’s hottest acquisition targets
There’s a lot of capital pouring into the business of giving models away.
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Neocloud Lambda secures $1B in debt to buy more chips
Neocloud Lambda has raised $1B in private debt to buy Nvidia AI chips and lease them to Microsoft. It’s the latest in a string of loans, underscoring the high cost of the AI boom.
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Nvidia’s AI advantage is moving beyond the GPU
The new generation of data center systems is increasing efficiency with smarter traffic control instead of just more processor cycles.
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AI | Enterprise
Nvidia’s $3.5B MediaTek bet reveals its plan for tackling Big Tech’s AI chip buildout
Nvidia invests $3.5 billion into Taiwanese chipmaker MediaTek. The deal shows how Nvidia plans to stay essential to AI infrastructure as Big Tech begins to build its own AI chips.
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Anthropic continues compute-gobbling streak in $45B deal with Nscale
The new deal with the infrastructure provider is the latest example of Anthropic’s white-hot compute-gobbling streak.
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AI | Enterprise
Amazon just tripled its order of Nvidia chips over ‘surging demand’
Amazon is adding another 2 million Nvidia GPU chips to its data centers over the next two years. But this extended partnerships stretches beyond buying more chips.
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Nvidia closes in on Hugging Face acquisition
Nvidia has reportedly agreed to buy Hugging Face, the popular open source AI hub, for $12.9 billion in a move that would let Nvidia both protect its chip empire and jump back into the cloud business.
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Nvidia just showed that the harness, not the AI model, is now the real hero
Nvidia research shows that AI agents can perform well, and not go off the deep end, through fine-tuning, even if the AI model isn’t that great at the task.
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Nvidia partners with data center developer Cloverleaf
Nvidia continues to pour money into data center development — just as AI data centers bring lots of money into Nvidia.
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Groq raises $350M to fuel its pivot from AI chips to neocloud
Groq raised $350 million at a $3.5 billion valuation as the former AI chipmaker pivots to a neocloud business and expands its Nvidia-powered data center footprint.
