******************Nvidia-AWS GPU deals & $50B Murati lab + Meta $21B CoreWeave + Firmus $505M + SiFive $400M@3.65B NVLink + Xoople chips/infra + MS Japan $10B + Broadcom TPU + Eclipse/Nava/Amazon $200B surge (confirmed)****** [developing]
Key Questions
What is Nvidia's $50B Murati Lab?
Nvidia's $50B Murati Lab is a massive 1GW Vera Rubin GPU project aimed at advancing AI infrastructure. It is part of broader hyperscaler investments including Microsoft's $10B in Japan for Vera Rubin systems.
How much is Meta investing with CoreWeave?
Meta has committed $21B to CoreWeave through 2032 for Vera Rubin GPUs, building on a prior $14.2B deal. DA Davidson highlighted this in raising CoreWeave's target price to $175, calling it the top next-gen cloud provider.
What are the details of SiFive's latest funding round?
SiFive raised $400M in an oversubscribed Series G round at a $3.65B post-money valuation, led by Atreides with participation from Nvidia and Apollo. The RISC-V chip firm is focusing on data center applications with NVLink Fusion and eyes a 2026 IPO.
What is Firmus Technologies' funding and role?
NVIDIA-backed Firmus Technologies raised $505M led by Coatue Management at a $5.5B valuation. The Australia-based firm specializes in AI data center cooling infrastructure.
What is Xoople's funding and mission?
Xoople raised $130M to develop satellite AI data infrastructure for mapping Earth. It aims to become the 'system of record' for AI applications requiring geospatial data.
What is Microsoft's investment in Japan?
Microsoft announced a $10B investment in Japan focused on Vera Rubin GPU systems from Nvidia. This contributes to the growing AI infrastructure push in Asia by hyperscalers.
What is Broadcom's TPU development?
Broadcom is developing a 3.5GW TPU for AI workloads, positioning it as a competitor in custom AI silicon. It aligns with surging investments in AI chips from firms like Marvell ($2B) and others.
What is AWS's projected capex for 2026?
AWS plans $200B in capex for 2026, including $30B for OpenAI partnerships and Nvidia GPU deals. This reflects a massive buildout including the Vera Rubin era.
Nvidia $50B Murati Lab (1GW Vera Rubin) + $30B OpenAI/AWS + $200B 2026 AWS capex; MS $10B Japan (Vera Rubin); Meta $21B CoreWeave thru 2032 (Vera Rubin +$14.2B prior); Firmus $505M@5.5B Nvidia cooling; SiFive $400M G @$3.65B (Atreides/Nvidia/Apollo RISC-V, NVLink Fusion agentic); Xoople $130M satellite AI data; MatX $500M LLM chip; Rebellions $400M@2.34B IPO; Kandou $225M; Marvell $2B; Broadcom 3.5GW TPU; ScaleOps/Cognichip etc; Mistral/Nebius/Nscale; Eclipse $1.3B; Nava $22M India; Intel-Google collab. Asia/hyperscaler lead.