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Server room with blue light, the kind of data center behind the SpaceX $40 billion GPU debt
Business

SpaceX $40 Billion GPU Debt: What Musk Said and Why

Musk says SpaceX closed $40 billion in debt to buy GPUs. Here is the reported structure, the lenders, the timing…

Stock market screen in red as Nvidia AI financier risks weigh on neocloud shares
Business

Nvidia AI Financier Role Faces Its First Test as Neoclouds Fall

Nvidia now backstops the AI buildout it sells chips into. Here is how the CoreWeave and Nebius slump tests that…

Amazon TorchNeuron: The Free Tool Aimed at Nvidia's CUDA Moat
Business

Amazon TorchNeuron: The Free Tool Aimed at Nvidia’s CUDA Moat

Amazon TorchNeuron lets PyTorch code run on Trainium chips with a one-line change. Here is what it means for Nvidia's…