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Public story · 2026-03-22 · source-backed
Tesla/SpaceX/xAI joint facility in Austin targeting 1 terawatt of annual compute. Two chip categories: inference for vehicles/robots and D3 chips for orbital AI satellites. Small-batch production targeted 2026, volume 2027. Critics call it desperation given Tesla's current AI gap versus NVIDIA. Source
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CNBC reports investments include a $30B stake in OpenAI, $2.1B in data center operator IREN, and $3.2B in Corning for three new fiber-optic facilities. NVIDIA is financing the entire AI supply chain while ensuring deployments run on NVIDIA hardware. Critics flag the circularit...
The comparable-multiple analysis on an October 2026 IPO puts required profit against Nvidia's $120.1B, Microsoft's $133.7B and Amazon's $77.7B net income. Renaissance Capital's Avery Marquez said reaching near-operating-profitability "makes this very large valuation maybe not...
Founded 2024 and valued at $14.6B in March, it's seeking $1.5B in convertible notes led by Third Point plus $2B from Nvidia. It's briefing investors on about $103B in total contract value, including a $45B compute agreement with Anthropic, projecting roughly $18.1B annual reve...
Announced August 5, funding up to 10 hubs, one award per state or region, pooling advanced computing, data and software for AI-enabled research and education, with NVIDIA, AMD, Intel, Dell, Hangar and the Secunda Innovation Fund all committing support. It also funds consortium...
Anthropic remains the only leading frontier lab that hasn't signed the Open Secure AI Alliance letter backed by Meta, Nvidia, OpenAI, Google, Microsoft, and SpaceX. Amodei's counter is that Anthropic never sought a ban and would instead restrict advanced chips to authoritarian...
Priced August 12 at SOFR + 3.00%, issued at 99.5 of par, Moody's Baa2. Lambda calls it the first broadly syndicated, investment-grade-rated term loan B completed by a private neocloud and its first large-scale GPU asset-backed SPV financing, tied to a committed deployment for...
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