SpaceX Seeks $40 Billion Debt to Buy Nvidia Chips: AI’s Buildout Enters the Debt Era
SpaceX is seeking $40 billion in debt financing led by Apollo to buy Nvidia AI chips, the FT reported. With $10B in bank loans and $30B in investment-grade debt, the deal signals that the AI arms race has entered a debt-fueled era.
Apple’s Server Comeback After 18 Years: M8 Ultra AI Servers with Nvidia NVLink Fusion Target 2029
Apple is developing an enterprise AI server built around its M8 Ultra chips in two or four-chip configurations, and has held talks with Nvidia to incorporate NVLink Fusion networking technology, The Information reports. Targeting a 2029 launch, the move would mark Apple’s first server product since Xserve was discontinued in 2011 — an 18-year absence.
Trump Phones Jensen Huang Live Onstage: AI Doom Is a “Hoax” and Data Centers Are “the Oil of the Next 25 Years”
At the All-In Summit on September 14, Nvidia CEO Jensen Huang took a surprise live call from President Trump, who dismissed AI risk warnings as “all a hoax,” claimed slowdown advocates are “playing into the hands of China,” and called data centers “the oil of the next 20, 25 years.” Huang agreed even as he praised a resigned Anthropic researcher’s courage. Markets shrugged: Nvidia fell about 3% and the Philadelphia Semiconductor Index dropped 5.9%.
Jensen Huang Declares Cybersecurity AI’s Next Gold Mine — and Calls Doom Fears “Manufactured Demand”
NVIDIA CEO Jensen Huang told a Goldman Sachs tech conference that cybersecurity is highly likely to become AI’s next blockbuster market, while reiterating confidence in 70% revenue growth next year. He dismissed AI extinction fears as vendors “creating a problem to create demand.” NVIDIA has partnered with CrowdStrike on the SafeMind AI defense system for an era when attack response windows have shrunk to 27 seconds.
Nvidia Reportedly Betting $2.5 Billion on Mira Murati’s Thinking Machines Lab at $40 Billion Valuation
Thinking Machines Lab, the startup founded by former OpenAI CTO Mira Murati, is in talks to raise over $1 billion at a valuation of at least $40 billion — with Nvidia planning a $2.5 billion stake. Coming right after its $12.9 billion Hugging Face acquisition, Jensen Huang’s empire is doubling down on open AI.
Nvidia Q2 Revenue Doubles to $96.2B — Jensen Huang Says AGI Is Here, and His Only Regret Is Not Betting Sooner
Nvidia’s fiscal Q2 2027 revenue doubled to $96.2 billion, beating estimates, with data center revenue up 117% to $89 billion and Q3 guidance of $108 billion. CEO Jensen Huang stunned the earnings call by saying AGI has been achieved “but it doesn’t really matter” — arguing AI productivity and profitability are what count, and his only regret is not investing earlier. We break down the numbers and the narrative.
