News linked to both this project and an event.
Odaily News: NVIDIA is in deep talks with Cloverleaf Infrastructure, a data center power infrastructure developer, to invest hundreds of millions of dollars to expand its footprint in the AI infrastructure space.Cloverleaf Infrastructure is primarily responsible for securing stable power supplies and developable land for large-scale data center projects. Its current pipeline of data center power capacity exceeds 10 gigawatts (GW). If the deal goes through, NVIDIA will further lock in future data center capacity, securing the infrastructure necessary to deploy its AI chips.In recent years, as demand for AI computing power has grown rapidly, power availability has become a key constraint on data center expansion. NVIDIA has also been making continued investments in related energy infrastructure companies, including power developer Lancium and SoftBank-backed SB Energy, signaling its evolution from a chip supplier into a participant in the broader AI infrastructure ecosystem.
"White-Haired Stock God" Serenity stated that Unitree (688836) surged significantly after its listing, providing an important valuation benchmark for humanoid robot companies in the public market. As a reference, Agility Robotics, backed by NVIDIA, Amazon, and others, plans to go public via Churchill Capital Corp XI (CCXI), with a pre-money valuation of approximately $2.5 billion. Tesla's market cap has already exceeded $1 trillion, but the Optimus humanoid robot business is only a part of this sprawling company.Serenity noted that Unitree's performance demonstrates that public market demand for "pure-play humanoid robot targets" is far higher than many had previously anticipated.
According to Axios, Atomic Canyon will launch NIVA, an AI virtual assistant for the nuclear energy industry. The tool was developed in collaboration with the Institute of Nuclear Power Operations, the Electric Power Research Institute, and the Nuclear Energy Institute. It aims to help nuclear power plant operators retrieve operational records, technical documentation, and corrective procedures more efficiently, thereby supporting decision-making and issue resolution.
: Bitget has officially launched FCN (Fixed Coupon Notes), bringing structured products from traditional finance into the tokenized US stock sector, becoming the first crypto exchange to combine the FCN structure with USDT settlement and US stock rToken delivery.The initial underlying assets and reference APR ranges include: SanDisk SNDK 56%–71%, Marvell MRVL 49%–61%, SK Hynix SKHY 46%–58%, Micron MU 39%–48%, and NVIDIA NVDA 13%–16%. In addition, Bitget has simultaneously launched a limited-time cashback campaign. Users who reach specified cumulative subscription tiers will receive corresponding cashback rewards, with a maximum of 10,000 USDT per individual. The campaign runs until September 18. For more details, please refer to Bitget's official platform.Bitget FCN (Fixed Coupon Note) is a type of structured wealth management product linked to a single US stock rToken. Users can subscribe using USDT and set a strike price. Upon maturity, if the observed price is not lower than the strike price, the USDT principal and fixed interest will be returned; if it is lower than the strike price, the principal will be converted into the corresponding rToken at the strike price, while still earning the fixed interest.
Odaily News - Digital infrastructure company HIVE Digital Technologies' high-performance computing division, BUZZ High Performance Computing, has signed a five-year AI cloud services contract worth approximately $350 million with an undisclosed investment-grade enterprise client. The contract is expected to generate approximately $70 million in additional annual revenue, bringing BUZZ HPC's annualized revenue to approximately $180 million. BUZZ HPC will deploy 2,016 NVIDIA Blackwell Ultra GPUs, utilizing the GB300 NVL72 system, NVIDIA Quantum-X800 InfiniBand networking, and VAST Data storage. The cluster is expected to become operational later this year at Bell's AI Fabric facility in Merritt, British Columbia, Canada, which runs on renewable hydroelectric power and closed-loop liquid cooling technology. HIVE estimates the project's capital expenditure at approximately $185 million, which will be funded through previously announced financing and new equipment debt. The company expects daily revenue of approximately $500,000 from its HPC and AI business once the cluster is fully operational, and plans to achieve $200 million in annualized GPU cloud services revenue by year-end. The company holds approximately 400 megawatts of capacity in Canada, which can support over 120,000 GPUs over the next two years. (Bitcoin.com News)
NVIDIA CEO Jensen Huang stated that A100 GPU clusters will remain available from 2020 to 2029, emphasizing that the core value of the NVIDIA computing platform lies not only in the chips themselves, but more in CUDA providing a unified platform for developers and NVIDIA engineers, enabling Ampere, Hopper, and Blackwell architectures to continue receiving upgrades throughout their lifecycle.
NVIDIA announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish an independent financing platform. The platform aims to mobilize over $500 billion in third-party capital over the long term to support AI infrastructure development.
Odaily News NVIDIA has launched an AI model routing system called NeMo Switchyard, designed to help developers dynamically allocate AI Agent tasks across multiple large models, reducing costs and latency while maintaining performance.NVIDIA stated that building AI agents does not necessarily mean relying on a single large model. Different models have their own advantages in reasoning capability, response speed, and operating costs. For example, classification tasks may be suited for lightweight models, while complex reasoning requires more powerful frontier models. If all requests are sent to the largest model, costs and latency will increase; conversely, using small models for everything may degrade the quality of complex task completion. NeMo Switchyard uses an intelligent routing mechanism to automatically select the most appropriate execution model among multiple specialized and frontier models based on factors such as task requirements, model capabilities, cost, latency, and system status. The system allows developers to switch between different model providers and model versions without changing the application architecture.NVIDIA explained that NeMo Switchyard offers multiple routing strategies, including a training-free LLM classifier router, Stage Router, Escalation Router, and an adjustable routing model trained on real workload data. Among these, the Escalation Router prioritizes assigning tasks to low-cost models and escalates requests to stronger models when it detects increased task complexity, persistent errors, or stalled execution, thereby achieving a balance between performance and cost.NVIDIA stated that in related tests, NeMo Switchyard significantly reduced AI Agent operating costs while maintaining a high task completion rate by distributing tasks across different models. For example, compared to using only frontier models, the escalation-based routing approach reduced costs by approximately 74% in LangChain multi-turn agent testing, with only 7% of requests requiring calls to frontier models.Additionally, NVIDIA has partnered with companies such as Cognition, Nous Research, Ramp, LangChain, LiteLLM, and Kong to integrate NeMo Switchyard into AI Agent development workflows and enterprise application infrastructure.
According to Yonhap News, Naver D2SF announced the completion of a follow-on investment in physical AI data startup NdotLight (엔닷라이트). This round of financing was led by the Korea Development Bank, with a total size of 15 billion Korean won. This is also Naver D2SF's third investment in the company following the Pre-A round in 2021 and the Series A round in 2022. NdotLight independently developed the 3D data generation solution TRINIX, which can automatically generate high-precision 3D data containing physical properties (mass, friction), joint structures, and collision range information, and is deeply integrated with NVIDIA's simulation platform Omniverse, achieving mass supply of large-scale high-quality 3D simulation datasets.
According to CNBC, Nvidia has signed a memorandum of understanding with Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and KKR to jointly establish a financing platform for Nvidia customers, aiming to mobilize over $500 billion in third-party capital for hyperscale data center construction and Nvidia hardware procurement. Nvidia CEO Jensen Huang characterized this as the first time AI chips have become an "investable asset class," stating they possess revenue-generating capabilities, long service lives, and can be transferred across customers, while analogizing compute infrastructure to electricity and the internet. BlackRock CEO Larry Fink defined the project as the "next future of financial engineering" following the securitization of mortgages in the 1970s, and stated that more funds would be raised as soon as possible. Goldman Sachs CEO David Solomon revealed that this collaboration was initiated by Jensen Huang. Currently, some funds have already been raised; the parties will provide financing support for GPUs and data centers through institutional credit, insurance capital, and private capital, helping end users complete AI infrastructure construction without tapping their own balance sheets.
NVIDIA plans to invest up to $3 billion in power infrastructure developer Lancium, with an initial investment of $2 billion to acquire approximately 20% equity, and an additional $1 billion may be added subsequently if milestones such as grid connection are met. Lancium is backed by Blackstone Group, and its "Clean Campus" located in Abilene, Texas is the site of the first phase of NVIDIA's "Stargate" AI supercomputing data center project. The company is currently valued at approximately $10 billion and is evaluating an IPO in 2027.
According to the latest trading data disclosed by Ark Invest, funds under Cathie Wood sold a total of 109,492 shares of Palantir (PLTR) on August 4 and 5, valued at approximately $17 million based on the latest closing price.Palantir previously reported second-quarter revenue of $1.94 billion, up 93% year-over-year, and raised its full-year guidance, driving the stock up nearly 30% in a single day after the earnings release. In addition, Cathie Wood has recently increased positions in Circle (CRCL), SpaceX (SPCX), and NVIDIA (NVDA), while reducing holdings in Shopify (SHOP) and Roblox (RBLX). (The Street)
According to Reuters, Australian AI infrastructure company Firmus completed a $2 billion equity financing, pushing its post-money valuation to over $10.5 billion, nearly doubling the $5.5 billion valuation from its previous funding round in April. The round saw continued participation from NVIDIA and Coatue Management, with funds under Blackstone and Jane Street also providing support.
To address HBM memory supply shortages, NVIDIA is considering reducing the specifications of the next-generation Rubin Ultra GPU. According to sources cited by The Information, NVIDIA has internally tested at least three versions of the Rubin Ultra GPU with lower HBM configurations over the past few weeks, requiring HBM capacity lower than the initially announced specifications. Possible downgrade paths include scaling down from HBM4E to HBM4, and from 12Hi HBM to 8Hi HBM. This move aims to advance product launch plans under supply constraints.
Odaily News Jiaxian Communication related personnel responded to Tongyu Communication's clarification announcement, stating that in March 2026, NVIDIA's AI-RAN technical team visited Jiaxian Communication, and both parties exchanged views on the AI-RAN technology roadmap. During the exchange, NVIDIA recommended that Jiaxian Communication use the CUDA Aerial open-source platform for AI-RAN base station system R&D. Since then, Jiaxian Communication has initiated pre-research and validation of AI-native 5G and 6G base station technologies based on the CUDA Aerial ecosystem, and related work has been steadily progressing for nearly six months.The aforementioned personnel stated that both parties have now established a regular technical working group to maintain communication on related technology R&D and validation. More than ten technical personnel from NVIDIA, from regions including Mainland China, Hong Kong, and Singapore, are participating in the working group. (Jiemian)
Odaily News: AI research startup Mirendil has entered into a multi-year partnership agreement with Google Cloud to secure large-scale computing resources in support of its "Self-Improving AI" research and development. Under the agreement, Mirendil will gain access to TPU and NVIDIA GPU computing resources provided by Google Cloud, as well as managed AI training clusters, to develop AI systems capable of continuously optimizing their own capabilities. It is reported that Mirendil is focused on advancing "Recursive Self-Improvement" AI, in which AI systems enhance their own performance through iterative refinement, self-learning, and optimization. This direction is also a research area of interest among some of the top AI laboratories today.Benham Neyshabur, co-founder and CEO of Mirendil, revealed that the total value of the agreement exceeds $100 million, roughly equivalent to half of the $1 billion valuation seed funding round the company completed at the end of June. (TechCrunch)
According to Fortune magazine, Musk stated on the earnings call following SpaceX's initial public listing that SpaceX, leveraging the engineering advantages of rocket scientists, will dominate the AI computing power competition, comparing it to "the New York Yankees versus a minor league team." SpaceX's Q2 AI revenue reached $2.6 billion, a quarter-over-quarter increase of 213%, with capital expenditures reaching $18.4 billion. The company has signed $14.1 billion in cloud service contracts, with clients including Anthropic and Google, and announced it will fully adopt the NVIDIA Vera Rubin architecture, targeting 20 gigawatts of computing power deployment by the end of 2027.
Odaily News: At the company's first earnings call, SpaceX CEO Elon Musk stated that SpaceX's AI services will run "exclusively" on NVIDIA systems in the future.Musk noted that the company considers NVIDIA's Vera Rubin architecture to be the "best AI computing architecture." SpaceX expects its computing capacity to exceed 2 gigawatts (GW) by the end of this year, with plans to increase it to nearly 10 gigawatts by the end of next year.Additionally, SpaceX plans to deploy NVIDIA Vera Rubin NVL72 rack-scale systems both on the ground and in space, using them for the "Starmind" satellite project, with related satellites expected to begin launching next year.
Odaily News: NVIDIA CEO Jensen Huang announced on X that the company is launching Alpamayo 2 Super, a cutting-edge open reasoning model designed for the autonomous driving sector. He stated that the next phase of AI development will shift focus from software intelligence to robotics, and autonomous vehicles will become a key gateway to the era of robotics.Huang noted that Alpamayo 2 Super can not only "see" the road environment but also understand and reason about complex scenarios, thinking before taking action. It can serve as the core AI model for robotaxis, autonomous trucks, shuttle buses, delivery vehicles, agricultural robots, and future large-scale mobile robot systems.It is reported that NVIDIA is making the model available for commercial use under the OpenMDW-1.1 license, allowing developers and enterprises to research, fine-tune, and deploy it. Huang stated that open models will help enhance the safety and reliability of autonomous driving systems.
Odaily News: Bitdeer announced that its subsidiary Tydal Data Center AS has signed a 16-year data center hosting and services agreement with Volta Tydal AS, which will provide 121 MW of IT load capacity (approximately 133 MW total power) at the Tydal AI/HPC campus in Norway, all to be deployed with NVIDIA GPUs to serve a leading AI laboratory. The total expected contract payments during the base term are approximately $4.7 billion, with an 8-year renewal option attached, bringing the potential total contract value after renewal to approximately $8 billion. (Stocktitan)