Tag
GPU
5 articles
AI GPU Debt Enters ABS Market as Wingspire Closes $407M Deal
Equipment lenders are packaging AI infrastructure loans into securities. Wingspire's latest deal reached $407 million with 18 percent AI collateral, earning AAA ratings and drawing fivefold oversubscription.
Nvidia's $99B Equity Portfolio: Building Moats Across the AI Stack
The chipmaker has deployed capital aggressively across AI infrastructure, software, and emerging cloud providers to lock in future demand and defend its GPU dominance.
Nvidia's Nemotron 4 Targets 1 Trillion Parameters—and a Fight With Its Own Customers
The chip giant is training an open model family that targets Meta's Llama and Google's Gemma, putting it in direct competition with its largest GPU customers.
Meta's Local AI Model Cuts Cloud Costs; $1B Fund Targets Data Center Communities
Meta releases Muse Glimmer, a 30-billion-parameter model built for single consumer GPU use, and commits $1 billion to U.S. communities near its data centers.
SpaceX Goes All-In on Nvidia for AI Compute, Sending NVDA Up 4.3 Percent
Elon Musk said during SpaceX's first earnings call that all future AI infrastructure will run on Nvidia chips, citing the Vera Rubin architecture.