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Meta's Muse AI Partnership With Nvidia To Expand Alongside $3 Billion Investment

Nvidia plans to invest $3B in Meta as the companies expand their Muse AI partnership, including additional computing infrastructure, technical collaboration and potential security measures.

International Business Times UK · 41m ago

SpaceX Wanted 30,000 Nvidia Racks but May Get 20,000: Why Is Musk Warning Rival AI Cloud Firms?

SpaceX lines up 40 billion US dollars for AI hardware as analysts say it may get 20,000 Nvidia racks, while Elon Musk warns smaller neocloud rivals on debt.

International Business Times UK · 2h ago

Asian stocks advance following a rally on Wall Street and oil prices fall

Asian stocks are mostly higher, with benchmarks in Tokyo and Seoul lifted by buying of AI-related stocks

The Independent UK · 6h ago

JD Vance lost his temper as Elon Musk, Jensen Huang extended their AI chat, reportedly used 'F' word; his team says never happened, complete fabrication

Vice President JD Vance's anti-H-1B stance makes him immensely unpopular in Silicon Valley which has been hugely dependent on the import of skilled workers from foreign countries. Daily Mail has reported a recent episode where the tension was palpable as the vice president was running late while Elon Musk and…

The Times of India · 19h ago

Anthropic's IPO Filing Reveals a Massive Opportunity for AI Infrastructure Giants

Anthropic's IPO filing reveals $224.5 billion in non-cancelable compute deals with Amazon and Alphabet, highlighting NVIDIA and Broadcom as key beneficiaries of AI infrastructure spending.

MarketBeat · 21h ago

Anthropic plans to spend up to $567 billion on compute. Its S-1 reveals plans to set up its own data centers

The company’s success depends on it, but intense competition and supply-chain shortages stand in the way.

Fortune · 21h ago

Insiders Are Selling These 5 AI Stocks—Should You Worry?

Insiders at CoreWeave, Arista Networks, Dell, Snowflake and NVIDIA have been selling shares, but analyst ratings, institutional buying and fundamentals suggest the AI trade's outlook remains largely intact.

MarketBeat · 21h ago

Apple Briefly Challenges Nvidia's Market Crown as AI Spending Concerns Highlight a Tighter Race

Apple briefly overtook Nvidia as the world's most valuable publicly traded company as Meta's higher AI spending forecast rattled technology shares, highlighting the contrast between AI infrastructure and Apple's consumer business.

International Business Times UK · 22h ago

Nvidia May Be Bankrolling More Than Chips in Oracle’s AI Expansion

TD Cowen says Nvidia may be helping finance Oracle’s data center push, potentially protecting chip demand while taking on additional financial risk.

Barchart · 22h ago

Nvidia Just Doubled Down on Self-Driving Cars With Mercedes. Jensen Huang Is Coming for the Self-Driving Market.

Nvidia’s extending Mercedes-Benz partnership strengthens its position in autonomous driving through integrated AI chips and software, although Level-4 adoption remains a long-term opportunity rather than a near-term revenue driver.

Barchart · 22h ago