Tag: Nvidia
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1 Gigawatt Data Center Cost: $30B, and Chips Are 57% of It
Key Takeaways A 1-gigawatt AI data center in Abilene, Texas is estimated at about $30 billion by Bloomberg, with roughly $17 billion (57%) going to chips and servers. The itemized lines we found add up to $27.0 billion. About $3.0…
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AMD Crossed $1 Trillion. Is It Above the Analysts’ Average Target? It Depends on the Source
AMD shares jumped about 10% on Monday, Sept 21, 2026, to a record close of $615.52 — market cap above $1 trillion for the first time.
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CoreWeave’s GPU-Backed Loans: One Rated A3, Two Rated Ba2, and the Depreciation Question
CoreWeave closed the first investment-grade GPU-backed loan — $8.5B, rated A3 — in March 2026.
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Why AI Cloud Companies Lose Money Even at 66% Gross Margins
Nvidia’s gross margin was 75.0% last quarter; management guided it to 72–73% next year, pointing to memory costs.
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Nvidia OpenAI Backstop: Who Actually Carries the Risk?
Nvidia doesn’t usually show up on the financing side of a data center deal. This time it reportedly might be the thing holding the whole structure up, and that’s a different role than the one it’s used to playing.
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Jensen Huang Opposes a U.S. Ban on Chinese Open AI Models: What “Free” Actually Means
Nvidia CEO Jensen Huang publicly opposed U.S. government efforts to restrict Chinese open-source AI models.
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SK Telecom’s 15GW AI Bet Exposes a Trust Gap in AI
SK Telecom said on July 5, 2026 that it is pursuing up to 15GW of AI data center capacity.