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Oct 27 · 14:01 ET · 02:01+1 UTC+8RegularBenzinga · NVDA

NVIDIA Vera Rubin NVL72 and Vera CPUs Generally Available on Oracle Cloud Infrastructure

NVIDIA and Oracle announced the general availability of NVIDIA Vera Rubin NVL72 systems and Vera CPUs on Oracle Cloud Infrastructure (OCI) to support large-scale AI training and inference.

ainvidiaPrice at publishQQQ 720.25 / +1.13%SPY 769.30 / +0.51%
Market reaction
1m5m15m30m60mBefore QQQ0.06%0.05%0.13%0.09%0.10%After QQQ0.04%0.08%0.06%0.03%0.17%Before SPY0.03%0.03%0.07%0.03%0.02%After SPY0.01%0.04%0.01%0.01%0.05%
Oct 27 · 12:02 ET · 00:02+1 UTC+8RegularBenzinga · NVDA/ORCL

Nvidia, Oracle Intend To Expand Oracle Cloud Infrastructure Superclusters With Nvidia Vera Rubin NVL72 Systems

nvidiasemiconductorsaiPrice at publishQQQ 722.39 / +1.43%SPY 770.82 / +0.71%
Market reaction
1m5m15m30m60mBefore QQQ0.03%0.08%0.18%0.36%0.45%After QQQ0.03%0.04%0.09%0.06%0.23%Before SPY0.02%0.04%0.10%0.19%0.22%After SPY0.01%0.04%0.09%0.10%0.22%
Oct 27 · 06:31 ET · 18:31 UTC+8PremarketBenzinga · NVDA

NVIDIA and Meta Expand AI Partnership and Announce $3 Billion Investment

NVIDIA and Meta have announced an expanded partnership to optimize AI infrastructure for the Muse model family, alongside a $3 billion investment by NVIDIA in Meta's equity offering.

ainvidiametaPrice at publishQQQ 711.79 / -0.06%SPY 765.03 / -0.04%
Market reaction
1m5m15m30m60mBefore QQQ0.02%0.01%0.07%0.18%0.11%After QQQ0.01%0.02%0.55%0.42%0.46%Before SPY—————After SPY—————
Oct 26 · 12:19 ET · 00:19+1 UTC+8RegularBenzinga · NVDA/MSFT

Microsoft's AI Data Center Misfire Exposes a Brutal Reality: Billions Can't Buy Time

Microsoft's Nvidia-backed AI data center in Essex, UK, hit a major roadblock as grid delays push power access into the 2030s, exposing AI's costly infrastructure bottleneck.

ainvidiamicrosoftPrice at publishQQQ 712.99 / +1.22%SPY 765.55 / +0.73%
Market reaction
1m5m15m30m60mBefore QQQ0.04%0.04%0.03%0.21%0.17%After QQQ0.00%0.01%0.01%0.24%0.23%Before SPY0.03%0.03%0.04%0.14%0.21%After SPY0.01%0.01%0.02%0.16%0.11%
Oct 26 · 07:03 ET · 19:03 UTC+8PremarketFutu Global Flash · NVDA/META/AVGO

Meta plans $35 billion in stock offerings; Nvidia, AMD and others interested in up to $5 billion

Meta Platforms is launching two concurrent underwritten public offerings: about $22,500,000,000 of Class A common stock through forward sale agreements and about $12,500,000,000 of depositary shares representing Series A mandatory convertible preferred stock. Morgan Stanley and Goldman Sachs are joint lead underwriter…

aisemiconductorsnvidiametaPrice at publishQQQ 703.90 / -0.07%SPY 760.51 / +0.07%
Market reaction
1m5m15m30m60mBefore QQQ0.08%0.06%0.09%0.16%0.36%After QQQ0.04%0.02%0.10%0.25%0.64%Before SPY0.04%0.03%0.06%0.10%0.23%After SPY0.02%0.03%0.00%0.04%0.28%