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15.08.26 - 15:42
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Nvidia’s Secret $21 Billion SpaceX Windfall — How One Chip Deal Turned Into a Rocket Fortune (24/7 Wall St.)
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Chipmakers used to sell hardware and cash the check. In 2026, they're increasingly bankrolling the customers who buy it. Microsoft (NASDAQ:MSFT) backs OpenAI. Amazon (NASDAQ:AMZN) backs Anthropic. And Nvidia (NASDAQ:NVDA), the company supplying the picks and shovels for the entire AI gold rush, has quietly become one of the largest shareholders in the companies building ... Nvidia's Secret $21 Billion SpaceX Windfall — How One Chip Deal Turned Into a Rocket Fortune...
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15.08.26 - 12:42
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Nvidia′s SpaceX bet: Chipmaker discloses $21 billion stake in Elon Musk-owned rocket firm (Times of India)
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Nvidia owns about 123 million shares of SpaceX, estimated at around $17 billion. Additionally, the chip giant invested in Elon Musk's xAI prior to its merger with SpaceX. As part of their collaboration, SpaceX will employ Nvidia's technology exclusively for its data centers. Furthermore, Nvidia has pledged over $100 billion towards AI companies and infrastructure, aiming to bolster SpaceX's computing capabilities by 2027....
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15.08.26 - 01:06
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Asia Vital Components sees stronger AI server demand and faster liquid cooling adoption (Digitimes)
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Asia Vital Components expects global AI server demand to strengthen in the second half, with liquid cooling adoption becoming more common — a shift carrying implications for data center operators and suppliers worldwide. The company sees higher shipments of ASIC chips and Nvidia's Vera Rubin platform driving growth, and estimates that liquid-cooling penetration in AI servers will reach 50% by 2027....
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14.08.26 - 21:03
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Forget CDOs, Meet CCOs: This Isn′t A Tech Cycle... It′s 2008 With Silicon (ZeroHedge)
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Forget CDOs, Meet CCOs: This Isn't A Tech Cycle... It's 2008 With Silicon
In July, the appropriately-named 'Groundbreaker' website laid out a structural diagnosis that most of the market still refuses to confront: the AI boom is not a technology cycle. It is a credit-driven real-estate-like cycle whose financing architecture depends on the second derivative.
Levels (backlogs, gigawatts, revenue, token usage) and the first derivative (growth rates) remain the only numbers anyone watches.
The second derivative - the acceleration of that growth - is where regime change actually lives.
Structures built on the assumption of perpetual acceleration do not require a collapse in demand or a decline in absolute spending to break.
They break when growth merely stops accelerating.
That is the 2008 mechanic, not the 2000 one. And the collateral of this particular cycle is not houses. It is compute.
Six weeks later, Nvidia has made the thesis explicit.
With the $1.8 trillion off-balance-sheet time-b...
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