China’s artificial intelligence and digital-infrastructure investments in the Gulf Arab states are increasingly colliding with a far larger and more strategically privileged American technology presence, particularly in Saudi Arabia and the United Arab Emirates (UAE). While Beijing offers Gulf gover

Blue Owl Capital, a leading private equity firm, has orchestrated a $3.4 billion debt financing arrangement for Iren, a cloud computing provider based in Sydney. The funds will be used to procure Nvidia's Blackwell Ultra GPUs for a major data centre project in Canada. The deal comprises a $1.2 billion senior-secured term loan and an equivalent amount in senior secured notes, allowing Iren to acquire equipment incrementally over time. This strategic investment underscores the growing demand for high-performance computing hardware in the global cloud infrastructure sector. The transaction highlights the intersection of financial innovation and technological advancement, with significant implications for data centre expansion and AI capabilities. While the terms of the agreement are structured to mitigate risk through phased procurement, the scale of the investment reflects confidence in Nvidia's chip technology and Iren's market position. This development is part of a broader trend where private equity firms are increasingly backing large-scale tech infrastructure projects, blending capital markets with cutting-edge innovation.

President Trump retaliated against China's export controls on rare earths after suggesting he also would cancel a meeting with Chinese President Xi Jinping.

AI chip repair firms in China are thriving due to heavy demand surgeSmuggled GPUs fuel a booming underground repair market amid US export restrictionsChinese shops simulate data centers and fix hundreds...

In Singapore zijn drie personen gearresteerd die mogelijk verwikkeld zijn in een fraudezaak rondom Nvidiachips. De verdachten worden beschuldigd van het vervalsen van documenten om toegang te krijgen tot de producten van Nvidia en deze wereldwijd te distribueren.Ook naar landen waar de chips onder Amerikaanse exportcontroles vallen.

YouTube video by Bloomberg Television

Chinese firms line up for Nvidia’s H20 chip as export approval clears path for deliveries.

Techbedrijf Nvidia heeft alle omzetverwachtingen overtroffen. Door de florissante omzet en winst in het vierde kwartaal is de ontwerper van geavanceerde chips en videokaarten inmiddels bijna 2 biljoen dollar waard inderdaad, een bedrag met 12 nullen. Iedereen wil Nvidiachips hebben, maar wat maakt ze zo populair

Traders offered servers containing the company’s Blackwell chips by routing them through third parties in nearby regions.