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Nvidia Corporation
176 posts
SB Energy heads for IPO with $439bn backlog and Nvidia committing $3bn
SoftBank-backed SB Energy has filed for a Nasdaq IPO with about $439 billion of contracted backlog and 8.8 GW of data-centre capacity contracted or under construction. Yet none of its data centres is operating today, first-half revenue was only $138.7 million and the company reported a $3.21 billion net loss distorted heavily by OpenAI warrant revaluation. The listing will test how much public investors are prepared to pay today for AI infrastructure cash flows stretching decades into the future.
Nvidia (Nasdaq: NVDA) jumps after $96bn Q2 as $108bn Q3 test looms
Nvidia Q2 revenue doubled to $96.2bn and Q3 guidance hit $108bn. Can Rubin growth outweigh falling margins at a $5tn valuation?
NVIDIA revenue doubles to $96.2bn as $108bn Q3 guide excludes China data center compute
NVIDIA more than doubled second-quarter revenue to $96.2 billion and is guiding to $108 billion for Q3 without assuming China data center compute sales, while AWS plans another two million NVIDIA GPUs.
NVIDIA forecasts first $100bn quarter as Data Center revenue surges 117%
NVIDIA Q2 revenue doubled to $96.2B as Data Center sales hit $89B and Q3 guidance reached a record $108B.
NVIDIA doubles entry-level edge AI inference with Jetson Orin Nano 2 as robotics launch shifts to 2027
NVIDIA’s Jetson Orin Nano 2 promises twice the inference performance of its predecessor and 40% lower power at equivalent performance, targeting robots, drones and vision systems when availability begins in the first half of 2027.
NVIDIA backs Cloverleaf as AI data-centre bottleneck shifts to powered land
NVIDIA has taken a minority stake in Cloverleaf Infrastructure as the AI infrastructure race shifts beyond GPUs toward powered land, cooling, financing and faster data-centre development.
Marvell’s Google AI chip deal could unlock $120bn as Broadcom faces new TPU rival
Marvell’s Google AI chip deal could unlock $120 billion of revenue and a 6% Google stake, reshaping $MRVL while Broadcom’s TPU dominance faces a new test.
AEP’s $4.2bn Ohio transmission opportunity moves closer as OpenAI locks in massive AI load
OpenAI’s 20-year Ohio lease strengthens the commercial case behind AEP’s planned $4.2 billion transmission build as AI electricity demand reshapes utility investment.
Nebius expands South Wales AI capacity as $NBIS rides 454% Q2 revenue growth
Nebius will deploy NVIDIA-powered AI infrastructure at Vantage Data Centers’ Newport campus as its £1.7 billion UK expansion collides with extraordinary demand, heavy capital spending and a rapidly rising share price.
CoreWeave (NASDAQ: CRWV) backlog hits $104bn as $39bn AI buildout tests leverage
CoreWeave’s $104 billion backlog and 112% Q2 growth validate AI demand, but $39 billion capex and $640 million interest keep $CRWV risky despite the rally.