How many components will be purely US-based is unclear

Startup has raised $72.5m since founding in 2020

Lepton rents out servers featuring Nvidia chips

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

An early Christmas present for Musk

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

As tit-for-tat chip sanctions ramp up between US and China

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