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5GW data center alert: theinformation.com/briefings/trum…

Data center demand isn't infinite, nor universal. Good story from N. Dakota by Anissa Gardizy in The Information

SCOOP: Nvidia is in advanced talks to invest in PsiQuantum, a startup that's raising $750mm to build a "useful" quantum computer. This is very different from Nvidia's typical investing strategy, where it pours money into companies that use its large amounts of GPUs, such as xAI

Nvidia nears what will apparently be its first investment in a quantum computer startup. Significance: it doesn’t sell hardware to these kinds of startups and wants to get ahead of the wave that follows AI chips

Sources: Nvidia is in advanced talks to invest in PsiQuantum, a startup looking to build quantum computers that is in the process of raising $750M+ (Anissa Gardizy / The Information) theinformation.com/articles/nvidi… techmeme.com/250518/p21#a25… x.com/Techmeme/statu…

How Elon Musk’s xAI plans to make $$$ is one of the biggest questions in the AI world right now. Kevin McLaughlin has one answer: XAI plans to use data from government agencies to build AI models and apps that it could sell to government customers. theinformation.com/articles/xai-m…

$OPENAI $JPM | JPMorgan To Lend More Than $7 Bln For OpenAI Data Center - @TheInformation theinformation.com/articles/jpmor…

SCOOP: JPMorgan has agreed to lend more than $7 billion to the firms building OpenAI’s giant artificial intelligence data center campus in Abilene, Texas theinformation.com/articles/jpmor… The Information

Scoop: JPMorgan to Lend More Than $7 Billion For OpenAI Data Center Read more from Anissa Gardizy 👇 theinformation.com/articles/jpmor…

The Abilene data center might be OpenAI's first "Stargate" site—but so far it's JPMorgan putting up the money, not SoftBank.

new: We now know that OpenAI's Stargate will be the first tenant of the 5GW UAE data center cluster, which Trump announced last week theinformation.com/briefings/open…

new: Nvidia Says Trump's New China Controls Will Cost it $8 Billion in Q2 theinformation.com/briefings/nvid…

theinformation.com/articles/jense… Nvidia CEO Jensen Huang is meeting with Trump more frequently and becoming more vocal about the damage U.S. restrictions on chip sales to China are having on the U.S. tech industry. Check out Qianer Liu, Anissa Gardizy and my story for The Information