Oct 15 (Reuters) - An investor group, including BlackRock and Nvidia (NVDA.O), will buy Aligned Data Centers from Macquarie Asset Management (MQG.AX) in a deal worth $40 billion, the companies said on Wednesday, as AI infrastructure expansion powers on.
The deal underscores an intensifying race to expand the costly, supply-constrained infrastructure required to develop artificial intelligence technology, as companies rush to build sophisticated AI models.
I’m not the only one seeing the 20 or so deals like this in the last few weeks. Right?
Is this because the SEC is shutdown?
The purchases (like this one) are real. The partnership deals (AMD, ARM, Broadcom, CoreWeave) are all fake and only help NVIDIA, Oracle, and OpenAI avoid antitrust/anti-competitive suits in the future by feeding them breadcrumbs.
The real deal is Oracle hosting OpenAI models on NVIDIA hardware. Until we figure out if it’s a bubble or not, I guess the only company with guaranteed profit is TSMC.
No they are bloating their revenue
