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Elon Musk’s SpaceX has secured a massive infrastructure agreement with Google just days before its planned IPO, with the search giant agreeing to pay $920 million per month for AI computing capacity. CNBC reports that according to a regulatory filing, Google will utilize approximately 110,000 Nvidia graphics processing units along with central processors, memory, and additional components located within SpaceX data center facilities. The contract runs from October 2026 through June 2029 at the full monthly rate of nearly a billion dollars a month, with capacity scaling up through September at a discounted fee. A Google Cloud spokesperson communicated to...

SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing. "On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components. After December 31, 2026, the agreement may be terminated by either party...

Key Points Nvidia’s announced entry into the PC chip market sent shares of AMD, Intel and Qualcomm lower on Monday as Wall Street recognized the threat. Jensen Huang, Nvidia’s CEO, signaled his intent to “reinvent the PC.” Analysts see Nvidia moving beyond the data center and to the so-called edge, as smaller devices become capable of running AI workloads without tapping the cloud. ============================================================= As important as Nvidia has become to the tech industry, its entire run-up in recent years has been tied to the data center. Now the chipmaker is going after the PC market, and Wall Street is...

Nvidia is fully committed to transforming Windows on Arm into an agentic AI platform. Along with its first-generation RTX Spark platform for desktop and laptop PCs, Nvidia CEO Jensen Huang revealed the company's commitment to future generations of those platforms on its future roadmaps. The company is committed to producing at least two additional generations of Spark platforms for its partners. Beyond the Grace Blackwell RTX Spark chips (the top-end RTX Spark Superchip and an as-yet-undetailed smaller chip), Huang promised that every future generation of the company's platforms will include a Spark chip. That means there will be a Vera...

Nvidia launched the RTX Spark chip in Taiwan, bringing AI capabilities directly into laptops and desktops. The chip, developed with Microsoft, is aimed at transforming how users interact with AI by running agents locally rather than through the cloud. Nvidia launches PC chip to bring AI directly to PCs | 1:37 Reuters | 4.21M subscribers | 1,667 views | June 1, 2026

INTRODUCTION On April 29, 2026, Sen. Bernie Sanders convened a 75-minute panel in the US Capitol on “the existential threat of AI.” Two of the four panelists were Chinese government affiliates: Zeng Yi, Dean of the Beijing Institute of AI Safety and Governance, and Xue Lan, a Tsinghua University professor who chairs China’s national AI governance expert committee and serves as a Counsellor of the State Council of the People’s Republic of China. From a US Senate platform, Xue called the US-China AI race “an inaccurate narrative” and argued for “safe zones” of cooperation on AI safety. The event was...

Donald Trump has revealed that Xi Jinping offered to help the US break Iran's chokehold on the Strait of Hormuz. 'President Xi would like to see a deal made,' Trump told Fox News. 'He said, 'If I can be of any help at all, I would like to be of help.' Anybody that buys that much oil has obviously got some kind of relationship, but he'd like to see the Hormuz Strait open.' Trump did not say what Xi would want in return for China's assistance, but there have been reports that Beijing is seeking tariff relief and access to...

In a significant development for the tech and semiconductor industries, Apple and Intel have struck a preliminary agreement under which Intel will manufacture some of the chips that power Apple devices. The news, reported by Robbie Whelan and Rolfe Winkler for The Wall Street Journal on May 8, 2026, marks a notable comeback effort for Intel and highlights ongoing efforts to strengthen domestic U.S. chip production. The Role of the Trump Administration: The U.S. government played a pivotal role in facilitating the deal. Last summer, the Trump administration converted nearly $9 billion in federal grants into a roughly 10% stake...

Smart electrical panel manufacturer Span has announced a new collaboration with technology and semiconductor giant Nvidia to develop XFRA, a network of devices that convert unused electric capacity in homes and small businesses into a distributed compute cloud.

https://www.youtube.com/watch?v=vnGC4YS36gU Oct 29, 2025 #cnbc On 1,200 acres in Indiana, Amazon’s biggest AI data center is now operational, with half a million AWS Trainium2 chips entirely devoted to powering OpenAI rival Anthropic. Just over a year ago, the whole site was nothing but dirt and cornfields. Seven buildings are operating now, and once complete, the site will have around 30 buildings and consume some 2.2 gigawatts of power. CNBC went to the small town of New Carlisle, Indiana, to talk to locals who are worried about the impact on their community and electric bills - and to get a first...

The warnings about AI’s impact on jobs echo from Silicon Valley to Wall Street to Washington, D.C. But Nvidia CEO Jensen Huang thinks you should worry less about the robots and more about your coworker, the one quietly “tokenmaxxing,” or using AI to do in minutes what takes you hours. In a recent interview with former National Security Advisor H.R. McMaster at the Stanford Graduate School of Business alongside Rep. Ro Khanna (D-Calif.), Huang said AI won’t exactly replace you. Instead, it’s possible you’ll be replaced by the worker who’s boosted their productivity by using AI. “It is unlikely most...

Huawei, China’s answer to Nvidia, is rapidly expanding its AI technology into other countries and signaling a rapid acceleration in the global AI race. It’s a move AI experts predicted would not occur. Singapore, Thailand, Indonesia, Brazil, Mexico, Saudi Arabia, the UAE, South Africa, and Turkey will now be able to build on Huawei’s Model-as-a-Service (MaaS) platform, which includes AI models like DeepSeek. Much like individual consumers who become dependent on Apple’s ecosystem, companies that build on Huawei’s models and cloud infrastructure risk becoming deeply tied to that platform. At scale, this creates a ripple effect — as companies that...

It's uploaded by the channel Dr. Josh C. Simmons on February 13, 2026 (today, based on current timing), and has quickly gathered around 5,285 views and 323 likes so far. Key Points from the Video The core argument is that major tech companies (Microsoft, Alphabet/Google, Amazon, and Meta), which are NVIDIA's largest customers for AI chips, collectively announced roughly $690 billion in AI-related capital expenditures (CapEx) planned for 2026. Despite many of them beating earnings expectations recently, the market reacted negatively — wiping out about $1 trillion in combined market capitalization in a short period (described as "one week"). CapEx...

Nvidia on Monday announced plans to invest $1 billion over the next five years in a potentially groundbreaking joint laboratory with pharmaceutical giant Eli Lilly, and the goal is enormous — to supercharge the slow, costly process of drug discovery by integrating advanced artificial intelligence directly into laboratory workflows. The facility will be built in Silicon Valley, placing Lilly’s deep pharmaceutical research expertise right alongside AI innovation. The lab will leverage Nvidia’s BioNeMo platform, a suite of AI models designed to analyze molecular structures and speed the process of identifying promising drug candidates. The collaboration is designed as a two-way...

Nvidia and Palantir's competitive AI edges won't last, argues Michael Burry Famed for predicting the housing market crash and a vocal skeptic of the AI boom, Michael Burry is now invoking one of the world's most famous investors to add gravitas to his argument. Burry used an escalator built by Berkshire Hathaway's (BRK.A) Chairman Warren Buffett, in a department store he owned in the late 1960s, to illustrate how vast AI spending may not leading to value accruing across its supply chain. "When the department store across the street put an escalator in, he had to, too. In the end,...

Silver’s market value has reached about $4.04 trillion, slightly higher than Apple’s $4.02 trillion at the close of trading on Wall Street on Tuesday. Silvetr prices kept climbing in global markets, with futures rising above $71 an ounce. This has taken silver’s gains this year to almost 150%, making it world’s third most valuable asset, moving ahead of Apple Inc, the CNBC reported. The top two spots of most valued assets globally are now held by Gold and Nvidia. Silver market capitalisation reaches $4.4 trillion. Silver’s market value has reached about $4.04 trillion, slightly higher than Apple’s $4.02 trillion at...

Nvidia has agreed to buy assets from Groq, a designer of high-performance artificial intelligence accelerator chips, for $20 billion in cash, according to Alex Davis, CEO of Disruptive, which led the startup’s latest financing round in September. Davis, whose firm has invested more than half a billion dollars in Groq since the company was founded in 2016, said the deal came together quickly. Groq raised $750 million at a valuation of about $6.9 billion three months ago. Investors in the round included Blackrock and Neuberger Berman, as well as Samsung, Cisco , Altimeter and 1789 Capital, where Donald Trump Jr....

NVIDIA CEO Jensen Huang presented Joe Rogan’s audience with a vision of AI so dominant it could rewrite reality itself.Huang layed out a future where human knowledge completely takes a backseat to silicon brains in the very near future.“In the future… maybe two or three years, 90% of the world’s knowledge will likely be generated by AI,” Huang told Rogan, his tone matter-of-fact as if charting tomorrow’s weather.NVIDIA CEO blows Joe Rogan away with a staggering prediction about AI. HUANG: “In the future… maybe two or three years, 90% of the world’s knowledge will likely be generated by AI.” ROGAN:...

The RAM Shortage Comes for Us All | 4:29 Jeff Geerling | 1.01M subscribers | 1,265 views | December 4, 2025

Profitability soared alongside it, with adjusted EPS climbing 60% and margins reaching an impressive 73.4%.Key PointsNvidia’s blowout quarter confirms AI demand is still accelerating.Palantir’s AIP adoption is surging as enterprises operationalize AI.Multiple simultaneous computing shifts are fueling a long-lasting AI boom.Nvidia’s Results Don’t Support the “AI Is Over” NarrativeMost striking was Nvidia’s data-center performance. Revenue from this segment hit $51.2 billion, up 66% year over year. That growth reflects real hardware orders from cloud providers, sovereign AI buyers, and large enterprises racing to scale their training infrastructure.Supply-chain analysts note that Blackwell-generation GPUs are being pre-ordered a year in advance, and...