Anthropic, Nvidia and Snowflake: Deals and Forecasts in the AI Infrastructure Market
The cluster brings together developments around the expansion of AI computing capacity. Anthropic reached an agreement with Lambda on a data center in Texas, Snowflake raised its sales forecast, and Nvidia reported revenue growth and announced investments in chip developers.
Sources
· 9Anthropic заключил сделку на $35 млрд по дата-центру в Техасе с Lambda
1Snowflake повысила годовой прогноз продаж до $6,07 млрд на фоне спроса на ИИ
2Anthropic заключила соглашение на $35 млрд с облачным провайдером Lambda
3Трамп похвалил прогноз выручки Nvidia и инвестиции Micron в $10 млрд
4Nvidia инвестирует $3,5 млрд в конвертируемые облигации MediaTek
5Nvidia ведёт предварительные переговоры с корейским чип-стартапом Rebellions о возможной сделке
6Nvidia ведёт переговоры об инвестициях в Perplexity с оценкой более $30 млрд
7Nvidia присоединилась к раунду Starcloud на $250 млн для орбитальных дата-центров
8Groq привлекла $350 млн при оценке $3,5 млрд после сделки с Nvidia
9Key points
- Anthropic signed a $35 billion agreement with cloud provider Lambda, backed by Nvidia; the data center is being built in Nueces County, Texas, with capacity of about 350 MW.
- President Donald Trump called Nvidia's results "incredible numbers": second-quarter revenue was $96.22 billion, and the third-quarter forecast is $108 billion.
- Snowflake raised its annual product revenue forecast to $6.07 billion; quarterly revenue rose 37% to $1.49 billion.
- Nvidia is investing $3.5 billion in MediaTek convertible bonds; MediaTek will deploy NVLink Fusion and NVHBM technologies for data-center components.
- Nvidia is in preliminary talks with South Korean chip startup Rebellions about a possible technical partnership, investment, or acquisition.
Who's affected
Nvidia is investing $3.5 billion in MediaTek through convertible bonds, the companies said in a joint statement. Separately, Nvidia is in preliminary talks with South Korean AI-chip developer Rebellions about a possible technical partnership, investment, or acquisition. The talks are at an early stage and may not lead to a deal.
Earlier
- Nvidia was in talks to invest in Perplexity at a valuation of more than $30 billion.
- Nvidia joined a $250 million Starcloud round for orbital data centers, doubling the company's valuation to $2.3 billion.
- Nvidia is also investing in Groq, which was valued at $3.5 billion when it raised $350 million.
Related original articles
- 14h agoAnthropic заключил сделку на $35 млрд по дата-центру в Техасе с LambdaAikyn
- 1d agoSnowflake повысила годовой прогноз продаж до $6,07 млрд на фоне спроса на ИИYahoo Finance
- 2d agoAnthropic заключила соглашение на $35 млрд с облачным провайдером LambdaYahoo Finance
- 3d agoNvidia инвестирует $3,5 млрд в конвертируемые облигации MediaTekYahoo Finance
- 3d agoТрамп похвалил прогноз выручки Nvidia и инвестиции Micron в $10 млрдYahoo Finance
- Aug 21Nvidia ведёт предварительные переговоры с корейским чип-стартапом Rebellions о возможной сделкеYahoo Finance