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Nvidia’s Ruthless Way to Beat the Competition Has 2 Problems
Barrons.com36d agobullish
Nvidia’s Ruthless Way to Beat the Competition Has 2 Problems

Nvidia’s is spending like its cash is burning a hole in its pocket. It could tie-up with Korean AI chip designer Rebellions, according to a report on Friday. A lot of those investments have been made in companies Nvidia hopes will eventually be big customers such as AI model developers or robot makers.

Blackstone (BX) Targets Large Scale AI Infrastructure Financing Platforms
Simply Wall St.36d agoneutral
Blackstone (BX) Targets Large Scale AI Infrastructure Financing Platforms

Blackstone (NYSE:BX) has entered into a new partnership with NVIDIA and several global financial institutions to develop large scale AI infrastructure financing platforms. The parties have signed memorandums of understanding that outline cooperation on funding and structuring capital for data centers and related AI infrastructure. The collaboration is intended to connect NVIDIA's AI technology capabilities with capital from Blackstone and other financial groups for long term infrastructure...