Nvidia has raised its stake in AI cloud firm Nebius to 9.3% and expanded work with the company on AI infrastructure deployment, inference systems and AI factory design. Nebius shares rose 6%, and the stock is up nearly 250% over the past 12 months, valuing the company at about $46 billion. Nebius has signed a long-term AI infrastructure agreement with Meta worth up to $27 billion and secured $775 million through its first senior secured debt facility. The update extends partnerships the company had previously disclosed rather than marking a sudden new development.

Rocket Lab said it will acquire Iridium Communications in a cash-and-stock transaction valued at about $8 billion, gaining Iridium’s global L-band satellite network, licensed spectrum and more than 2.5 million paying subscribers. The companies expect the deal to close in mid-2027, subject to shareholder and regulatory approvals. The acquisition is Rocket Lab’s first purchase of a publicly traded company and is aimed at building a full-stack space business spanning launch, manufacturing and operations to rival SpaceX’s model.

谷歌两大顶尖AI科学家——Gemini联合负责人Noam Shazeer（转投OpenAI）和AlphaFold核心科学家John Jumper（转投Anthropic）于一周内接连离职。事件引发市场对谷歌AI人才流失、技术领导力及巨额AI投入回报的深度担忧，导致Alphabet（GOOGL）股价单日暴跌7%，创约一年来最大单日跌幅。文章未提及其他传统资产的直接价格传导机制。

Five hyperscale cloud providers are set to spend more than $700 billion on AI-related capital expenditures in 2026, a 44% increase from a year earlier, mainly on GPUs, custom AI chips, data centers, and supporting power and networking infrastructure. The totals are based on company financial disclosures and analyst compilations, pointing to a rapid acceleration in AI infrastructure investment. While the figures do not single out Nvidia, AMD, or Broadcom, the surge implies rising demand for core AI compute hardware as buildouts scale.

The article reviews the world’s seven most valuable companies and argues that AI infrastructure—from chips and cloud to satellites—is reshaping how markets assign value. Nvidia ranks first with a $5.15 trillion market value, while TSMC sits seventh at $2.29 trillion, even though both generate less revenue than companies such as Amazon or Apple. It also notes that SpaceX has entered the trillion-dollar club despite operating at a loss, underscoring investors’ willingness to price in long-term strategic platforms.

Qualcomm is in discussions to acquire AI chip startup Tenstorrent in a deal that could value the company at $8 billion to $10 billion, according to a report. Tenstorrent is led by veteran chip architect Jim Keller and focuses on RISC-V-based AI accelerators, with backing that includes Samsung and Bezos Expeditions. If completed, the acquisition would bolster Qualcomm’s position in AI training and inference chips and take aim at Nvidia’s dominance in data center AI hardware. The report also noted Intel, Apple and Tesla among companies that have expressed interest.

Finnish AI infrastructure company Verda, formerly known as DataCrunch, said it has reached a $100 million revenue run rate after expanding tenfold over the past 18 months. The company has also been named one of a small number of NVIDIA Preferred Partners globally. Verda counts AI-heavy customers such as 1X, ExpressVPN and Freepik, and says it can deliver GPU capacity quickly through its own data centers and compute resources. The results underscore how demand for high-end GPUs from downstream AI applications continues to outstrip supply, reinforcing NVIDIA’s central role in hardware distribution.