RT Tulip King 🌷 (@tulipking)@blknoiz06 Intel: Agents use more CPU than GPU, the spend needs to rerate - therefore the comp is unironically an Nvidia that fabs its own chips and packages the chips for other companies. American silicon supercycle ...

Nvidia has already committed $40B to equity AI deals this year https://t.co/B2x8ueBTK4 ...

⚡️ JUST IN: Bernstein set a $100 price target on IREN after the company signed a $3.4 billion AI cloud deal with NVIDIA and granted NVIDIA the option to invest $2.1 billion in equity. https://t.co/Kl8Fnai8sY ...

Nvidia named former Goldman Sachs Vice Chairman Suzanne Nora Johnson as a director, adding a finance-industry and philanthropy veteran to the chipmaker’s board. https://t.co/b0LqfLRbOG ...

🚨 JUST IN: NVIDIA said its physical AI platform is already helping leading electronics manufacturers redesign and automate how factories are built and operated.https://t.co/beyiqA7zJa ...

IREN AND NVIDIA INK $3.4B AI CLOUD DEAL, $2.1B SHARE OPTIONAI Cloud provider IREN Limited (@IREN_Ltd) and @nvidia announced a five-year, $3.4 billion managed GPU cloud services contract, paired with a strategic partnership to deploy up to 5 gigawatts of AI infrastructure.Under the contract, IREN will deliver air-cooled Blackwell systems across roughly 60 megawatts at its Childress, Texas campus. The broader 5 gigawatt partnership will run on Nvidia's DSX architecture, beginning at IREN's 2 gigawatt Sweetwat ...

Nvidia has really just spent the last four months quietly locking in every layer of the AI infrastructure stack, not just with purchase orders, but with equity stakes in its own partners. The latest, a partnership with data center company that you talked about that gives Nvidia the right to invest up to $2.1% billion in the company, plus a commitment to deploy up to 5 gawatt of Nvidia aligned AI infrastructure. Nvidia will also lease back GPU cloud services from IRN under a separate $3.4% billion deal that ...

LATEST: ⚡ Bernstein set a $100 price target on IREN, implying 76% upside, after it secured a $3.4B AI cloud contract with NVIDIA and a $2.1B equity investment option. https://t.co/Zm4OcGtUss ...

US prosecutors are said to suspect a Thai AI company of helping smuggle Nvidia chips to China, with Alibaba one of multiple end customers https://t.co/ObCSNeJ1xa ...

Nvidia CEO Jensen Huang said he would gladly join President Donald Trump on an upcoming visit to China if invited, signaling that the leader of America’s most valuable company has yet to receive an offer to go https://t.co/ibn1p6eXKH ...