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18.08.26 - 17:45
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Nvidia Confirms It Will Back Massive 4.25GW SoftBank Data Center In Ohio For $105 Billion (ZeroHedge)
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Nvidia Confirms It Will Back Massive 4.25GW SoftBank Data Center In Ohio For $105 Billion
Nvidia has confirmed reports that it is financially backing SoftBank's massive data center at the Portsmouth Site in Pike County, Ohio, with up to $105 billion in financing, a securities filing revealed on Monday.
The project, led by SB Energy, is set to be fully leased to OpenAI. The facility could grow to 10GW, making it the world's largest data center, but Nvidia will initially support the first 4.25GW, DataCenterDynamics reported.
In a LinkedIn post, Nvidia CEO and founder Jensen Huang confirmed that his company would partner with SB Energy to help secure land, power, and shell (LPS) capacity at the Department of Energy (DOE) site.
The GPU giant will provide a $105bn backstop for the project, helping lower debt costs, similar to previous SPV project financings and reusing the structure popularized by Meta in late 2025 with its Project Beignet off balance sheet structure to fund its massive Hyperio...
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18.08.26 - 17:42
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Tiefer in den KI-Todeszirkel (Börsen-Zeitung)
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Die jüngsten Deals von Nvidia verstärken nicht nur die zirkulären Abhängigkeiten im KI-Sektor. Sie heizen auch das Kreditrisiko an der Wall Street beträchtlich an....
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18.08.26 - 16:42
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Nvidia Is Cutting Rubin Ultra’s Memory. Is Micron’s HBM Boom in Danger? (24/7 Wall St.)
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The artificial-intelligence buildout is creating an unusual problem for semiconductor investors: demand is arriving faster than the supply chain can deliver the most advanced components. High-bandwidth memory, or HBM, is at the center of that squeeze because AI accelerators need enormous amounts of fast memory to keep their processors fed with data. That has been ... Nvidia Is Cutting Rubin Ultra's Memory. Is Micron's HBM Boom in Danger?...
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18.08.26 - 15:42
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"Sea Of Red": Futures Slide As Market Wakes Up To Soaring Bond Yields And Diesel Prices (ZeroHedge)
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"Sea Of Red": Futures Slide As Market Wakes Up To Soaring Bond Yields And Diesel Prices
US futures are a "sea of red" (as Bloomberg describes it) in early trading as thin summer volumes persist, with the wrong kind of inflation coming to the fore and Monday's tech selloff weighing on sentiment despite bullish AI news. The recent stock-bonds disconnect is finally being reappraised with US futures lower across the board. As of 8:00am ET, S&P 500 futures fell 0.4% with Nasdaq 100 contracts down 1.1% with Semis, Mag7, and Memory all under pressure, while Software is bid. Nvidia dropped 1.8% as the cost of protecting its debt against default closed in on a high reached last month. Defensives and Energy are leading as investors continue to de-gross / de-lever. Tech stocks drove declines across global markets equities as long-dated bond yields pushed further into multidecade highs and oil prices extended their climb, draining traders' appetite for risky assets. Yields...
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18.08.26 - 15:36
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Intel and AMD Fall 4% as 13F Filings Reveal Concentrated Chip Bets (24/7 Wall St.)
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Shares of Intel (NASDAQ:INTC) are down 4% to $98.60 Tuesday morning, sliding with the broader chip group as rising Treasury yields pressure high-multiple technology names. Advanced Micro Devices (NASDAQ:AMD) stock is down 4% to $487.89. NVIDIA (NASDAQ:NVDA) stock is down 2% to $220.22. The pullback lands on top of enormous 2026 runs. Through Monday's close, ... Intel and AMD Fall 4% as 13F Filings Reveal Concentrated Chip Bets...
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