The Alibaba and Nvidia deal integrates Physical AI into PAI, expands data centers across eight countries, and boosts AI spending while China curbs Nvidia chip sales.
Stargate expands with five new U.S. data centers to serve 700M weekly users, lifting capacity near 7 GW and $400B investment, on track for 10 GW by 2025.
The $100B OpenAI – NVIDIA Deal for 10 GW of compute introduces a financing model that links investment, hardware purchases, and leasing into one circular structure.
Huawei’s Atlas 950/960 SuperPoDs and yearly Ascend chip upgrades aim to build giant, China-made AI clusters, challenging Nvidia and reshaping compute supply.
Nvidia will invest in Intel with a $5B stock purchase (~4% stake), building NVLink-connected CPUs and RTX SoCs for data centers and PCs, reshaping chip supply.
Oracle’s $300 billion, five-year deal with OpenAI makes it a top-tier hyperscaler, while analysts assess the impact on cloud, AI strategy, and energy demand.
Amazon’s $20 billion investment in a data center in Pennsylvania expands to Falls Township, tapping nuclear power and fueling AI infrastructure growth.
Nvidia’s Computex 2025 announcements include NVLink Fusion, allowing custom CPUs and AI accelerators to integrate with its GPUs, and DGX Cloud Lepton, a GPU resource marketplace for global developers.
UAE and US partner to build the largest AI campus outside the US, as part of $200B in bilateral deals backed by Nvidia chips and US firms.
