Nvidia's AI supply chain empire: Here's what you need to know

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 ...