WS #14266
Nvidia commits up to $105B to OpenAI's Ohio data center campus, with $1.5B investment in SB Energy, securing 8GW of compute capacity, boosting AI infrastructure names. Memory and AI networking stocks surge (SanDisk +45%, Micron crosses $1,000, Marvell +8%, Credo +8%, Applied Materials +5.9%) on AI infrastructure demand and US push away from Chinese DRAM. DOJ is investigating Andreessen Horowitz over board director roles at portfolio companies including Databricks and Fivetran, potentially impacting venture capital and tech governance.
Nvidia-OpenAI Ohio data center deal
Nvidia commits up to $105B to OpenAI's Ohio data center campus, with $1.5B investment in SB Energy, securing 8GW of compute capacity, boosting AI infrastructure names.
Memory and AI networking stocks surge (SanDisk +45%, Micron crosses $1,000, Marvell +8%, Credo +8%, Applied Materials +5.9%) on AI infrastructure demand and US push away from Chinese DRAM.
DOJ is investigating Andreessen Horowitz over board director roles at portfolio companies including Databricks and Fivetran, potentially impacting venture capital and tech governance.