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Washington has approved Alibaba, Tencent, ByteDance, JD.com, and six others to buy Nvidia’s H200, with each licence good for up to 75,000 units. Beijing has told its tech sector to wait, and Jensen Huang has now been added to Trump’s Beijing trip to try to break the deadlock. The US has cleared roughly 10 Chinese […]
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NVIDIA’s CEO delivered the keynote at CMU’s 128th commencement on Sunday and received an honorary doctorate. The address framed AI as a reindustrialisation moment for the US, and pressed both engineers and policymakers to advance capability and safety in step. NVIDIA founder and CEO Jensen Huang delivered the keynote address at Carnegie Mellon University’s 128th […]
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$30bn went to OpenAI; the rest is spread across CoreWeave, IREN, Corning, Nebius, and roughly two dozen private rounds. The pattern is closer to vertical integration than to venture investing, and is starting to draw the inevitable circular-deal questions. NVIDIA has committed more than $40 billion to AI equity investments in the first four months […]
NVIDIA will invest up to $2.1bn in IREN as part of a deal that pairs the chipmaker’s reference architecture with the data-centre operator’s 5-gigawatt infrastructure pipeline. The two companies announced the partnership on Thursday. The structure is unusual. Rather than a straight equity round, IREN has issued Nvidia a five-year warrant for up to 30 […]
US prosecutors believe a company at the centre of Thailand’s national AI strategy helped move billions of dollars in Nvidia-equipped Supermicro servers into China, with Alibaba among the eventual customers, Bloomberg reported on Friday. The company is OBON Corp., a Bangkok-based AI infrastructure firm that has been a public partner of Thailand’s National AI Strategy […]
The deal pairs a 15-million-share warrant at $180 with a pre-funded warrant for 3 million more, against a Corning commitment to build three new US optical-connectivity plants and grow capacity tenfold. Corning shares closed up roughly 14 per cent. NVIDIA is taking an equity-linked stake of $500m in fibre-optics manufacturer Corning as part of a […]