Overview

• Nvidia says its Vera Rubin CPU+GPU platform has taped out and is in fabrication at TSMC, with the rack-scale NVL144 CPX slated to deliver multi-exaflop performance and 100 terabytes of fast memory.
• Recent 13F disclosures show billionaire-run funds trimming Palantir and adding Nvidia, with examples including Citadel cutting its Palantir stake by 48% and Duquesne and Bridgewater exiting positions.
• Broadcom announced a multiyear partnership with OpenAI to co-develop accelerators targeting 10 gigawatts of deployment by 2029, while reports detail an OpenAI–AMD agreement for six gigawatts of MI450 GPUs with performance-linked warrants.
• HSBC upgraded Nvidia to Buy with a $320 target, citing a growing GPU market and potential China demand recovery, and Piper Sandler raised Palantir’s target to $201 on accelerating commercial bookings and strong contract visibility.
• Microsoft, BlackRock and Nvidia are reported to be working on a potential $40 billion acquisition of Aligned Data Centers to speed AI buildouts, a transaction that remains subject to completion.