Last mentioned: 2d ago
DGX Cloud Partnership
Four-year operational window for Nvidia's $1 billion cloud supercluster agreement.
Facility Go-Live
Expected launch of the Noida hyperscale data center campus with full GPU deployment.
Investment Announcement
Yotta confirms $2 billion commitment for Nvidia Blackwell B300 GPUs.
As the demand for AI compute reaches unprecedented levels, former cryptocurrency miners Applied Digital and Riot Platforms are aggressively pivoting toward high-performance computing data centers. While Applied Digital currently leads in revenue growth and hyperscaler partnerships, Riot Platforms offers higher projected upside for investors willing to navigate Bitcoin volatility.
Nvidia is finalizing a $30 billion direct equity investment in OpenAI, replacing a previously announced $100 billion multi-year partnership. This shift comes amid broader market volatility and a massive $100 billion funding round that could value OpenAI at over $830 billion.
Cathie Wood’s ARK Invest executed a significant strategic pivot on February 17, 2026, acquiring $21 million in shares of AMD, Broadcom, and Coinbase. The move was funded by a $13.3 million divestment from robotics firm Teradyne and a reduction in Airbnb holdings, signaling a shift toward core AI infrastructure.
Yotta Data Services has announced a $2 billion investment to deploy Nvidia’s Blackwell Ultra GPUs at its Noida facility, establishing Asia’s first DGX Cloud supercluster. The deal positions India as a central hub for sovereign AI and high-performance computing, with nearly half the capacity dedicated to Nvidia's global cloud services.
Nvidia's continued stock surge has pushed major U.S. indices toward all-time highs, reinforcing its role as the primary engine of the global AI economy. The rally underscores persistent investor appetite for AI infrastructure as the foundational layer of the next industrial revolution.