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Story summary
- NVIDIA CEO Jensen Huang unveiled the Vera Rubin DSX Pod AI Factory at GTC in Berlin, Germany.
- NVIDIA holds $36 billion AI cloud backstops and a $105 billion guarantee for OpenAI’s Ohio data center.
- Shares of CoreWeave, Nebius and IREN fell at least 30% in October, with CoreWeave’s CDS spread exceeding 11%.
- NVIDIA’s AI portfolio was valued at $99 billion in Q2.
- Fiscal-year revenue hit $216 billion, an eightfold increase since ChatGPT’s 2022 launch.
