Fund yet to announce any investments

Nvidia, AMD, Qualcomm, and Broadcom have all been approached, sources claim

CFO Marie Myers said “recent tariff announcements have created uncertainty for our industry”

GPU giant rolls networking monitoring firm into Spectrum-X portfolio

Company also revealed expectation-exceeding Blackwell sales of $11bn for Q4 2025

Andra Capital and SGW lead Series D

But share price begins to recover after a day

The Chinese startup claims its model was trained for significantly less money than those developed by US labs

And Telangana government welcomes three more data center investments

Chip company leased to site until 2035, plans to convert property into data center & lab

Comes as Nvidia CEO Jensen Huang says Samsung has struggled to develop HBM chips for AI

Would make TikTok’s parent company one of Nvidia’s biggest customers

Participated in more investment rounds than Amazon and Microsoft

Says it won't raise competition concerns in the European Economic Area

Acquired double the Nvidia chips as Meta, according to Omdia  

Follows partnership signed in June

Yandex AI spinout raises funds for infrastructure build-out

Plus a roundup of other supercomputing news

Sales continue to surge, with record data center revenue

Funding round was led by Headline Asia

From GPU king to market king

Products to start shipping out this quarter

Up 23 percent compared to H1 last year

Nvidia to advise the data center and energy investment effort