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Unverified Report Says SpaceX Placed $52 Billion Order for NVIDIA GB300 Racks With Foxconn

Verification is needed because the report would reshape AI server demand and affect NVIDIA’s outlook.

Citi Forecasts $801 Billion in AI Capex for Alphabet, Meta and Amazon by 2027

Reflection Signs More Than $1 Billion Compute Deal With Nebius

Apple Commits Over $30 Billion to Broadcom for U.S. Chip Production Through 2031

Elon Musk Reverses Course, Calls Anthropic the Current AI Leader

Perplexity Confirms It Will Deploy Nvidia's Vera CPU

Nvidia and SemiAnalysis Clash Over Reported Kyber Rack Delay

Galaxy Digital Starts Revenue at Helios After Delivering Phase I AI Power to CoreWeave

Valar Atomics Powers Nvidia Chip With Microreactor and Plans Study for Low‑Water AI Data Center

SoftBank Forms SB Neo to Rent U.S. AI Compute Next Fiscal Year

NVIDIA Proposes Closed‑Loop Warm‑Liquid Cooling to Cut On‑Site Data‑Center Water Use

Meta Weighs Selling Excess AI Compute as Shares Jump

SoftBank Chief Rejects Elon Musk’s Plan for AI Data Centers in Orbit

Nvidia Unveils Rubin Liquid‑Cooled Servers That Cut On‑Site Data‑Center Water Use

AMD Buys MEXT to Use AI Software to Stretch Data-Center Memory

SpaceX to Acquire Cursor in About $60 Billion All-Stock Deal

Meta Reports Deals With Crusoe for About 1.6 Gigawatts of AI Compute

SanDisk Hits All‑Time High on AI Storage Demand and Price‑Target Upgrades

UC San Diego and Google Plan Low‑Carbon Data Center Built From Old Pixel Phones

Google and UC San Diego Propose Turning Retired Smartphones Into Compute Clusters