Nvidia GPUs

Reports circulating in Russian media claim SpaceX is preparing a deal worth around $40 billion to purchase GPUs from NVIDIA. If confirmed, the purchase would be one of the largest AI hardware acquisitions ever, underscoring the intense competition for computing power among major tech and space companies. Details of the reported deal remain sparse, and neither SpaceX nor NVIDIA has publicly confirmed the figures.

A new technical analysis examines Nvidia's Olympus CPU core, arguing it is designed to push single-threaded performance in server processors. The piece breaks down the core's architecture and what it signals about Nvidia's ambitions in the data center CPU market, where it would compete with Intel, AMD and Ampere ARM-based designs.

Three AI fronts accelerated at once this week. Anthropic open-sourced a small model, Haiku 5.5, while Moonshot released 1.56 TB of weights for its Kimi K3 model. SpaceX is reportedly raising $40 billion to buy NVIDIA GPUs, and Microsoft and NVIDIA launched AI PCs with integrated local inference. DeepMind also unveiled Gemini Robotics 2. Commenters note models are getting cheaper, compute scarcer, and PCs are starting to take over part of inference work, forcing engineering teams to reassess cost and deployment boundaries.

The Nova open-source driver project for NVIDIA hardware is making steady progress toward its long-term goal of becoming an officially supported NVIDIA driver for Linux systems. Reported by Phoronix, the development updates suggest continued momentum on the Rust-based driver, which could eventually give Linux users a mainline, open-source option for NVIDIA GPUs alongside the proprietary drivers.

Broadcom is reportedly exploring a $50 billion financing arrangement tied to supplying custom chips to OpenAI. The deal would deepen the semiconductor company's role in the artificial intelligence boom, funding the production of bespoke processors designed for OpenAI's workloads alongside Nvidia's GPUs. Investors are watching closely, as Broadcom has become one of the biggest beneficiaries of AI infrastructure spending.

Broadcom is mounting a challenge to Nvidia's grip on the AI chip market, pairing its custom TPU chip business with a debt package reported at $60 billion. The move signals the company's ambition to fund large-scale expansion in bespoke AI accelerators for major cloud customers, a market Nvidia has largely dominated with its GPUs.

Early benchmarks of Apple's base M5 chip show it running Resident Evil Village at 1080p with frame rates between 42 and 63 FPS, falling short of Nvidia's RTX 4060 laptop GPU. Testing suggests only the higher-tier M5 configurations can compete with high-end mobile graphics cards, tempering expectations for base-model gaming performance.

French AI company Mistral has released Large 4, a multimodal model with one trillion parameters, of which 49 billion are active at inference, jokingly nicknamed le Chonk. The company says it trained the model on 3,800 NVIDIA GPUs in its European data centres and reports an 82% score on a vulnerability reproduction-and-patching test.

A smuggling case involving roughly $300 million worth of Nvidia GPUs is drawing attention, with four specific chip models named in reporting dated 2026. The case points to illicit channels moving restricted Nvidia hardware, likely circumventing export controls. Details of those involved and the exact models named have not been confirmed beyond the headline claims.

SpaceX is reportedly in talks with Apollo and a consortium of banks to arrange financing for a $40 billion purchase of Nvidia GPUs. The deal would be one of the largest single acquisitions of AI chips to date and signals the scale of Elon Musk's companies' computing ambitions, though terms and timing have not been confirmed by the parties.

SpaceX is seeking $40 billion in financing to purchase Nvidia AI chips, according to Yahoo Finance. The move would put the rocket company, led by Elon Musk, among the biggest buyers of advanced AI computing hardware, underscoring how Musk's businesses are racing to secure scarce GPUs for artificial intelligence work alongside rivals like xAI and OpenAI.

SpaceX is reportedly preparing to raise $40 billion to buy Nvidia chips, as demand for AI computing power continues to surge. The report suggests Elon Musk's space company is moving further into data centre infrastructure to support artificial intelligence workloads. The scale of the raise underscores how fiercely companies are competing for scarce Nvidia GPUs, which have become one of the most sought-after resources in the tech industry.

Nvidia is pressing Wall Street banks to finance AI chips using structures similar to aircraft financing, where equipment itself serves as collateral for loans. Banks, however, remain hesitant, unconvinced that rapidly depreciating and fast-obsolete GPUs offer the same durable value as planes. The debate highlights growing questions about how to fund the enormous buildout of AI datacenters and who should bear the risk if chip values fall.

Reports of market chatter suggest Amazon is considering offloading Nvidia AI chips valued at around $8 billion. If confirmed, the move would signal a shift in how the cloud giant manages its massive AI hardware commitments, and it lands amid ongoing questions about whether big tech has over-ordered GPUs. Neither company has publicly confirmed the claim, and details about timing or buyers remain unclear.

Amazon is reportedly taking a drastic financial step to fund its purchases of Nvidia chips as it ramps up spending on artificial intelligence infrastructure. The move underscores the enormous capital costs cloud providers face in the AI race, as companies compete to secure scarce Nvidia GPUs for data centers and AI services.

Amazon is seeking to offload roughly $8 billion worth of Nvidia chips, according to a report carried by Yahoo Finance. The move involves excess AI hardware capacity, and the story is drawing attention across the semiconductor and cloud computing sectors as questions grow about whether big tech has stockpiled more Nvidia GPUs than it currently needs.

Amazon is increasing the prices it charges customers to rent computing chips from its cloud service, while reportedly moving Nvidia processors off its balance sheet. The move signals tighter economics around AI cloud capacity as demand for Nvidia GPUs surges. Market Watch reported the changes, which are drawing attention because they affect costs for companies building AI services and hint at how Amazon is restructuring its GPU fleet financing.

Amazon is looking to sell roughly $8 billion worth of Nvidia chips to outside investors, according to a Financial Times report. The move would spread the cost of the company's massive AI data-center buildout, as cloud providers face enormous capital expenditure on GPUs. The news, also picked up by Seeking Alpha, is drawing attention to how tech giants are financing their AI infrastructure spending.

Amazon's cloud unit AWS rents out access to NVIDIA AI chips, and higher rental prices for these GPUs could lift AWS revenue growth. Analyst commentary from Trefis examines whether surging demand for AI compute allows the company to charge more for chip rentals, turning the AI boom into faster cloud business growth.