Nvidia continues to pour money into data center development — just as AI data centers bring lots of money into Nvidia.

Nvidia research shows that AI agents can perform well, and not go off the deep end, through fine-tuning, even if the AI model isn't that great at the task.

The AI buildout shows no signs of slowing. And with hundreds of billions of dollars a year going into data centers and GPUs, compute has become the single biggest cost for anyone building AI products. But for all that spending, there still isn’t a straightforward way to put a price on compute — or for firms to hedge their exposure when the price changes.  Silicon Data […]

April - 1805

Napoleon is master of Europe

Only the British fleet stands before him

Compute is now an asset class

I see it is once again time to talk financial innovation. Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR are all working with Nvidia to put together $500 billion in financing to turn compute into an asset class.

"This is really the first time that technology chips have become an investable asset class," Nvidia CEO Jensen Huang said to CNBC. "These are revenue-generating assets now. They're productive, they're long-lived, they're fungible, they're flexible."

"This is the very beginning, like what it was whe …

Read the full story at The Verge.

Groq raised $350 million at a $3.5 billion valuation as the former AI chipmaker pivots to a neocloud business and expands its Nvidia-powered data center footprint.

Nvidia's investment in SoftBank's data center developer will guarantee its chips power an OpenAI data center.

Nvidia has a plan to make sure its GPUs won't lose value. It wants to convince a new crop of financiers to keep lending for AI buildouts.