News linked to both this project and an event.
According to CNBC, program host Jim Cramer stated that Nvidia's position in the AI ecosystem has become "crucial," and its earnings performance will, to some extent, serve as a key metric for the market to evaluate the broader AI trade. Despite market concerns regarding risks such as intensifying competition, headwinds in data center projects, tight memory chip supply, and the sustainability of AI funding, Cramer maintains an optimistic outlook on Nvidia.
NVIDIA has announced a strategic investment in AI chip startup Lancium, and the two parties will deepen their collaboration in the field of high-performance computing.
According to TechCrunch, space computing startup Starcloud announced the closing of a new $250 million funding round led by Manhattan West Ventures, with participation from Nvidia, Cisco, Benchmark, EQT, and other investors; Nvidia invested approximately $25 million. The funds will be used to expand satellite manufacturing facilities and advance the R&D of the next-generation orbital data center satellite, Starcloud-3. Starcloud stated that it is already operating an Nvidia H100 data center GPU in orbit and has completed model training based on the chip; meanwhile, it is collaborating with Nvidia to provide test data for the upcoming Vera Rubin Space-1 GPU, which is designed for space environments. CEO Philip Johnston previously stated that the company plans to explore space Bitcoin mining.
"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.
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)
Odaily News AI chip startup Groq has completed a $350 million funding round, but the company's valuation has dropped to $3.5 billion—about half of what it was nearly a year ago. The round was led by Dallas-based investment firm Disruptive, with NVIDIA also participating. Founded in 2016, Groq was once considered one of the key competitors to NVIDIA in the AI chip space, focusing on developing specialized hardware for AI computing. The company is now transitioning into an AI data center operator, with a primary focus on serving AI model inference needs. (Bloomberg)
According to TechFlow Research, a Bank of America research report on August 10 pointed out that NVIDIA signed a memorandum of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize over $500 billion in third-party capital through an independent platform. Previously, NVIDIA invested approximately $70 billion in equity in ecosystem partners such as OpenAI and Anthropic, accounting for only 15% of the expected free cash flow of $470 billion from 2026 to 2027, without affecting the commitment to return 50% of free cash flow to shareholders. Bank of America believes the financing structure shifts the capital burden from NVIDIA to the consortium. GPU computing power can be transferred across operators, and CUDA extends the service life, with the asset quality itself resisting depreciation. The $500 billion fund pool allows non-investment grade buyers to acquire GPUs at preferential rates, transforming AI computing power acquisition from capital-intensive purchases to financial leasing, supporting the $1.7 trillion AI system TAM by 2030. Bank of America maintains a Buy rating with a target price of $350, corresponding to 26 times the expected earnings per share in 2027. The upcoming earnings conference call is the next important catalyst.
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.
According to River AI's announcement, River AI, founded by xAI co-founder Igor Babuschkin, has completed a $1.1 billion financing round led by General Catalyst and AMP, with strategic investment from NVIDIA and AMD. Other investors include Y Combinator and Temasek.
"White-Haired Stock God" Serenity posted on X, stating that Unitree Technology's IPO has seen over 8,000x oversubscription from retail investors, reflecting an "extremely huge" market demand for pure humanoid robot companies. Serenity currently holds a bullish view on investment opportunities related to the U.S. humanoid robot company Agility Robotics, a project backed by SoftBank, NVIDIA ($NVDA), Amazon ($AMZN), Foxconn, and others, with a pre-money valuation of approximately $2.5 billion.Serenity stated that Unitree Technology's perpetual contract market valuation before its IPO already indicated relatively high expectations. If the company's market cap exceeds $30 billion after listing, it could further boost market attention on leading U.S. humanoid robot companies in the next one to two weeks. Regardless of the final outcome, the market demand demonstrated by Unitree's IPO is "truly astonishing," and the humanoid robot sector is emerging as a new hotspot for global capital attention.
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.
Odaily News, data from BofA Global Research shows that as of now, global AI-related funding in 2026 has reached $344 billion, compared to just $136 billion for the entire year of 2025. Of this, $157 billion came from U.S. dollar-denominated hyperscale cloud providers, $62 billion from non-U.S. dollar-denominated cloud providers, $51 billion was directed toward data center projects, $50 billion was tied to NVIDIA and SpaceX, and another $23 billion flowed into the chip sector.
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.
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 Bloomberg, AI cloud infrastructure company Volta Infra Holdings announced the completion of $300 million in venture financing, achieving a valuation of $2.4 billion, co-led by Andreessen Horowitz and Altimeter Capital, with participation from NVIDIA and Michael Dell, founder of Dell Technologies. Additionally, Volta secured support from a $5 billion customer financing pool designed to help small and medium-sized AI enterprises lower the barrier to purchasing NVIDIA high-end chips. The company also disclosed it has signed a $10 billion, six-year cloud computing service contract with an unnamed leading AI developer. The contract will be fulfilled in partnership with Bitdeer, delivered via its 133 MW data center in Norway. Volta was co-founded earlier this year by former Brookfield Asset Management infrastructure executives Ricard Boada and Sofia Gumuzio. It has currently secured 1 GW of data center power resources and plans to develop new sites in Texas and Wyoming, aiming to deploy multi-gigawatt compute capacity before 2030.
Odaily Odaily News: AI voice generation startup Fish Audio announced the completion of a $52 million seed funding round, led by Coreline Ventures and Capital Today, with participation from 359 Capital, Parable, Play Time, and other institutions. The company was founded by former NVIDIA researcher Shijia Liao, who initially trained the first voice generation model on a single GPU and open-sourced it out of dissatisfaction with the lack of expressiveness in AI-generated voices on the market. Over the past year, Fish Audio has launched five models, including four voice generation models and one speech-to-text model. (TechCrunch)
According to Chaoxiang Research, UBS released a SemiBytes Flash Note on July 20, 2026, judging that the semiconductor sector is transitioning from a broad-based rally to a phase of severe divergence, while the AI-themed crowded trade continues. The report covers five core topics. The release of Kimi K3 drives another upgrade in open-source model scale; longer context windows boost demand for HBM and storage, with NVIDIA being the biggest beneficiary. Micron's cumulative free cash flow over the next few years is expected to exceed $400 billion; after the buyback ban is lifted, the theoretical buyback ratio could exceed 40%, which is not yet fully priced in by the market. Divergence within the analog chip sector is intensifying; stocks with higher AI exposure have gained a 42x P/E premium, while valuations for stocks with automotive and industrial exposure remain near historical averages. Position crowding data shows that Lam Research, Broadcom, Seagate, Micron, and AMD remain in a state of extreme long positioning crowding.
According to Bloomberg, UK startup CuspAI, founded just two years ago, has raised nearly $500 million, with its core bet being the use of artificial intelligence to improve semiconductor production processes. On Monday, CuspAI announced the establishment of the "AI Materials Foundry," an alliance that brings together more than 48 tech companies, industrial companies, and research institutions, with members including NVIDIA, Meta, and Hyundai Motor Group.