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NVIDIA
382 posts
FORT Robotics $556.6m SPAC deal puts physical AI safety economics under scrutiny
FORT Robotics targets a $556.6 million valuation and Nasdaq listing as 62% revenue growth tests whether physical AI safety can justify a 48x sales multiple.
Marvell hands Google $12.2bn warrant to close hyperscaler custom silicon sweep
Marvell's $12.2bn Google warrant vests only against $120bn in cumulative custom silicon revenue, six times its current data centre run rate through fiscal 2033.
AEP’s $4.2bn Ohio AI grid build equals 13% of its entire five-year transmission plan
The $4.2 billion PORTS-Pike transmission programme equals about 13% of American Electric Power Company’s planned five-year transmission spending. At 8 GW of AI capacity, the infrastructure works out to roughly $525 per kilowatt.
Can Trane and Eaton’s joint design outrun Vertiv’s single-vendor AI infrastructure play?
Trane Technologies and Eaton have aligned an AI data centre design with NVIDIA DSX, promising 30% installation savings. Can it out-compete Vertiv's stack?
TSMC Arizona Semiconductor Manufacturing Project: Phoenix chip fabs expand into $265bn AI-era cluster
The TSMC Arizona Semiconductor Manufacturing Project is a Phoenix-based advanced chipmaking cluster operated by TSMC Arizona Corporation, with N4 production already underway, N3 targeted for 2027 and planned investment now rising to $265bn.
River AI’s $1.1bn war chest: Can a four-month-old neolab crack enterprise AI?
Igor Babuschkin's River AI has landed $1.1 billion with Nvidia and AMD Ventures backing, squeezing closed-source labs on enterprise fine-tuning economics.
Alpha Compute (Nasdaq: ALP) enters US data center development with Pennsylvania term sheet
Alpha Compute's $55m Pennsylvania land and gas rights term sheet targets a 200MW AI campus, but a $4.5m market cap and $500m total build define the risk.
Firebird has opened its Armenia AI factory. Can 15 MW really become 2 GW by 2028?
Firebird has opened a 15 MW artificial intelligence factory in Armenia powered by 6,144 NVIDIA B200 GPUs, turning the first phase of an ambitious infrastructure programme into an operating asset. The harder challenge now is scaling beyond 70,000 GPUs in Armenia and toward a roughly 2 GW international network without allowing power, deployment or customer utilisation to lag behind capacity.
Megaport (ASX: MP1) slips as August 20 results test A$827m AI bet
Megaport’s A$4.2bn value rests on an A$827m AI bet. August 20 results must prove its core network can fund the transformation.
Fusion just pulled in another $1bn, and Commonwealth Fusion Systems is the market test
Commonwealth Fusion Systems’ latest $1 billion equity raise brings its total capital to $4 billion, but the real test is whether SPARC can unlock a financeable path to the ARC fusion power plant in Virginia.