2026-04-02
Financial Times
2 related
Sources: AI startup Poolside held talks with Google and others to revive a Texas data center project after a CoreWeave deal and a $2B Nvidia-led round collapsed
2026-03-22
Forbes
3 related
Nvidia Chief Software Architect Jonathan Ross discusses the $20B Nvidia-Groq deal; sources say Groq's annual revenue was near $100M at the time of the deal
2026-03-21
Forbes
4 related
Nvidia Chief Software Architect Jonathan Ross discusses the $20B Nvidia-Groq deal; sources say Groq's annual revenue was near $100M at the time of the deal
2026-03-13
The Information
2 related
Sources: UK-based cloud provider Nscale is in talks to buy a major data center site in West Virginia; Amazon and Meta have also expressed interest in the site
Nscale, an upstart cloud provider heavily backed by Nvidia whose customers include OpenAI and Microsoft, is in talks to take control …
2026-03-03
Reuters
21 related
Nvidia says it plans to invest $2B each in photonic product makers Lumentum and Coherent to support the companies' R&D and manufacturing operations in the US
2026-03-02
Reuters
27 related
Nvidia says it plans to invest $2B each in photonic product makers Lumentum and Coherent to support the companies' R&D and manufacturing operations in the US
2026-02-24
Wall Street Journal
75 related
Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026
The deal could result in Meta owning as much as 10% of AMD's stock as the chip maker seeks to challenge Nvidia
2026-02-18
Bloomberg
7 related
Filing: Nvidia sold 1.1M Arm shares, worth ~$140M based on Arm's closing price on February 17, sometime in Q4 2025, bringing Nvidia's stake to zero
Nvidia Corp. sold off the last of its stake in Arm Holdings Plc, a chip technology company that it tried and failed to acquire five years ago.
2026-02-10
The Information
2 related
Source: Apollo nears a ~$3.4B loan deal to a Valor-led investment vehicle to buy Nvidia chips for leasing to xAI; through fall 2025, xAI was burning $1B+/month
2026-02-09
The Information
3 related
Source: Apollo nears a ~$3.4B loan deal to a Valor-led investment vehicle to buy Nvidia chips for leasing to xAI; through fall 2025, xAI was burning $1B+/month
Apollo Global Management, one of Wall Street's biggest private credit firms, is nearing a deal to lend about $3.4 billion …
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