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Venture
fromTNW | Nvidia
3 days ago

NVIDIA tops $40bn in AI equity bets in 2026

NVIDIA is making large AI equity investments, often via warrants and structured commitments, to ensure GPU-based compute capacity is built around its hardware.
#ai-infrastructure
London startup
fromTNW | Startups-Technology
2 months ago

Nscale raises $2bn Series C at $14.6bn valuation

Nscale raised $2 billion in Series C funding at a $14.6 billion valuation, claiming Europe's largest Series C, with the critical challenge being whether its infrastructure will be ready before market demand shifts.
more#ai-infrastructure
Venture
from24/7 Wall St.
1 month ago

Cantor Launches Nebius With Overweight and a $129 Target: Is This the AI Infrastructure Stock Nobody Is Talking About?

Cantor initiated coverage of Nebius Group with an Overweight rating and a $129 price target, reflecting confidence in its AI infrastructure growth potential.
Artificial intelligence
fromFast Company
7 months ago

ChatGPT wants to be the new operating system. Here's why that should worry us

OpenAI secures massive AMD GPU capacity and embeds mini-apps into ChatGPT, consolidating compute control and converting the chatbot into a platform-level interface.
Artificial intelligence
fromBusiness Insider
7 months ago

OpenAI's president breaks down the AMD deal: 'We need as much computing power as we can possibly get'

OpenAI signed a deal with AMD to deploy 6 gigawatts of GPUs to rapidly expand compute capacity amid anticipated industry-wide AI compute scarcity.
Artificial intelligence
from24/7 Wall St.
7 months ago

This AI Infrastructure Is Down 34%, but Can't Stop Winning. Is It a Buy?

CoreWeave secured a $14 billion five-year Meta contract, boosting high-margin, predictable GPU-cloud revenue and accelerating utilization and revenue growth.
Artificial intelligence
fromTheregister
7 months ago

DeepSeek didn't really train its flagship model for $294,000

DeepSeek's $294,000 figure reflects only reinforcement-learning fine-tuning compute, not end-to-end training, making true training costs roughly twenty times higher.
Web development
fromInfoQ
9 months ago

Docker Expands Compose for Agent Development and Ties in Cloud Offload Support

Docker launched a feature enabling the definition, building, and running of agents with Docker Compose to enhance development efficiency.
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