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NVIDIA
382 posts
MAAS Group (ASX: MGH) owns 3.2% of Firmus and has A$855m in orders. What happens after the IPO collapse?
Firmus's abandoned Australian IPO creates two distinct risks for MAAS Group Holdings: the valuation and liquidity of its A$410 million minority investment, and the execution of an estimated A$855 million electrical infrastructure order. A completed A$1.61 billion asset sale provides financial flexibility, but the company's increasing exposure to AI infrastructure makes customer funding and contract delivery critical.
SpaceX reportedly seeks $40bn for Nvidia chips as AI financing moves into debt markets
SpaceX is reportedly seeking about $40 billion of financing led by Apollo Global Management to purchase Nvidia artificial intelligence chips, potentially creating one of the largest examples yet of debt markets financing the AI infrastructure boom.
LG locks in 5GW AI cooling pipeline as AIR deal turns chillers into growth engine
LG Electronics has secured a multi-year supply arrangement with AIR Control Concepts covering more than 5GW of North American AI data center capacity, giving its fast-growing cooling business a much larger route into hyperscale infrastructure.
Firmus IPO puts A$43bn valuation against 900MW of contracted AI capacity
Firmus Technologies is seeking about A$7.1 billion in one of Australia’s largest-ever initial public offerings after building a customer roster that includes Meta Platforms, OpenAI and NVIDIA. Yet an implied equity valuation of roughly A$43 billion asks investors to price years of planned AI infrastructure growth before five of the company’s seven identified sites are operating.
Samsung commits $1bn to KKR’s Helix as AI data centres become a group-wide bet
Six Samsung companies are investing alongside KKR, Nvidia, Kuwait Investment Authority and Vistra in an infrastructure platform spanning data centres, power grids and fibre networks.
Trump and AI CEOs sign voluntary safety accord after rogue-agent breaches raise pressure
Trump and leaders from OpenAI, Google, Meta, Anthropic, Nvidia and X have backed voluntary AI controls covering audits, board oversight and unintended hacking.
US AI safety accord puts tech companies in charge of policing frontier models
Major US AI companies have signed a voluntary safety accord focused on self-policing. See what the deal requires and what remains unregulated.
Advanced Micro Devices bets $8.2bn on World Labs as spatial AI becomes its next computing frontier
Advanced Micro Devices is buying World Labs for $8.2 billion to deepen its AI expertise. Find out what the deal means for its AI strategy.
NVIDIA lifts remaining buyback to $235bn as AI cash generation explodes
NVIDIA's board has added $150bn to its share-repurchase programme, giving the artificial-intelligence chipmaker enormous capacity to return capital even as it keeps investing heavily in the next generation of computing infrastructure.
Google Cloud plans to double Brazil infrastructure by 2030 as agentic AI demand grows
Google Cloud plans to double its technical infrastructure in Brazil by 2030, adding local compute, storage and AI processing while Gemini Enterprise introduces in-country data processing and NVIDIA Blackwell-powered G4 virtual machines become available from the SĂŁo Paulo region.