Nvidia introduces a new partnership program offering AI startups compute power in exchange for a share of future product and cloud revenue, naming Sharon AI and Firmus Technologies as initial partners.
Meta is reportedly developing plans for a cloud infrastructure business, selling access to its AI compute power and models. This strategic shift, driven by billions invested in AI infrastructure and limited direct AI model revenue, would position Meta as a competitor to major cloud providers like AWS and Google Cloud.
Silicon Data is partnering with CME Group to launch futures contracts for AI compute power, aiming to help companies hedge against fluctuating costs. Asset managers are already filing for ETFs tied to these contracts, signaling strong investor interest.
Alphabet is seeking $80 billion in stock sales to invest in AI compute infrastructure and meet customer demand. Berkshire Hathaway is buying $10 billion of the stock. This move follows significant capital spending by other AI companies like Anthropic and OpenAI.
