Inside Nvidia’s $2B CoreWeave bet and AI‑native data centers
What Changed and Why It Matters Nvidia put $2 billion into CoreWeave and backed a 5 GW buildout of AI infrastructure. The money isn’t just capital—it’s a playbook. The shift:…
Inside Nvidia’s early-stage bet on India’s AI startup surge
What Changed and Why It Matters Nvidia is moving upstream in India. It’s building early ties with founders, venture firms, nonprofits, and local cloud providers—while seeding serious compute capacity. The…
Smuggled GPUs and H200 exports: China’s next AI playbook
What Changed and Why It Matters Reports allege China’s AI labs are training next-gen models using smuggled Nvidia chips. Nvidia denies a flagship case. Meanwhile, U.S. policy quietly loosened on…