Discussion

• @edludlow Ed Ludlow on x

  ▪xAI is raising more financing than initially planned to bring its funding round to $20 billion, including an equity investment from Nvidia Corp. ▪The financing will be tied to the Nvidia graphics processing units that xAI plans to use in Colossus 2, its largest data center

• @andrewcurran_ Andrew Curran on x

  Jensen is investing in xAI! I will quote Bloomberg ‘The financing, which includes equity and debt, will be tied to the Nvidia graphics processing units that xAI plans to use in Colossus 2’. I should note Elon has routinely denied similar reports, and may deny this one. [image]

• @deredleritt3r Prinz on x

  To clarify the Nvidia/xAI deal announced today: - Nvidia is NOT getting equity in xAI. - Nvidia is investing in a special purpose vehicle (SPV) formed by xAI, which will purchase GPUs from NVIDIA and rent them to xAI. - Nvidia gets $2B in equity in the SPV out of $7.5B total. [im…

• @tr0llytr0llface @tr0llytr0llface on x

  The AI financing circlejerk must continue until someone comes up with a real business plan. https://www.bloomberg.com/...

• @shanumathew93 Shanu Mathew on x

  And another one with a unique structure! xAI is raising $20B ($7.5B equity, $12.5B debt) via a special purpose vehicle to buy Nvidia GPUs for its Memphis Colossus 2 data center.  Nvidia is investing up to $2B in equity.  The SPV will rent out chips for 5 years, with debt backed b…

• @edludlow Ed Ludlow on x

  BREAKING: xAI has boosted its fund raising effort to a $20Billion round now majority in debt.  We understand that Nvidia is investing into xAI ($2B) as part of the round.  But the mechanism is an SPV used to buy Nvidia GPUs for Colossus 2, and xAI effectively rent the chips out f…

• @andrewcurran_ Andrew Curran on x

  With every company in the industry chained together in bed together like this, we really are headed for Heaven or Hell.  We either get transformative AI, or the world gets transformed in a different way.  One way or the other, your wish to live in interesting times has been irrev…

• @arroyonieto Carmen Arroyo on x

  Elon Musk's xAI is raising as much as $20 billion in funding — including from Nvidia Corp. — that will be used to buy the chips that the AI start up plans to use in one of its Memphis data center sites. Those chips are also from Nvidia. https://www.bloomberg.com/...

• @andrewcurran_ Andrew Curran on x

  Also, if you are an NVIDIA shareholder, I'm afraid this means from now on you must cheer for Ani's success and memetic potency.

• @jaguaranalytics @jaguaranalytics on x

  Another reciprocal deal https://www.bloomberg.com/... [image]

• @pip_net Philipp Kloeckner on x

  Client buybacks are the new stock buybacks. - - Nvidia to Finance Musk's xAI Chips as Part of $20 Billion Deal https://www.bloomberg.com/...

• @economyapp @economyapp on x

  $NVDA to invest $2B in xAI. Another “back the customer” move, turning cash into demand visibility. NVIDIA faces a Berkshire-style challenge: surging cash ($57B as of July 2025) and too few needle-movers. [image]

• @stocksavvyshay Shay Boloor on x

  I think we are watching the new financing model for GPU build-outs emerge. The funding is tied straight to the hardware so if a project fails the lenders can seize the GPUs b/c they hold value on their own. $NVDA chips are effectively turning into their own asset class. Wild.

• @mattzeitlin Matthew Zeitlin on x

  oh ok [image]

• r/hardware r on reddit

  Nvidia to Finance Musk's xAI Chips as Part of $20 Billion Deal

• r/StockMarket r on reddit

  Nvidia to Invest in Musk's xAI as Part of $20 Billion Funding

• r/AMD_Stock r on reddit

  Musk's xAI Nears $20 Billion Capital Raise Tied to Nvidia Chips