ai-infrastructure
Jensen Huang says Nvidia puts in one and 100 comes back, but the 100 is not an investment return News
Nvidia chief executive Jensen Huang told a Goldman Sachs conference on 10 September 2026 that its customer investments are not circular because we put in one and 100 comes back in, but he gave no units and the nearest figure was $100 billion of contracted offtake, not a 100-fold return.
Nvidia's own filing shows $108.5 billion in guarantees for its customers' data centres, the heart of its 'central bank of AI' nickname News
Nvidia's latest quarterly filing shows it has guaranteed up to $108.5 billion of data-centre buildouts for customers, including $105 billion backing an OpenAI campus in Ohio, and holds $99 billion in equity investments, figures at the centre of an Economist analysis calling Nvidia 'the central bank of AI' as the US Justice Department reportedly probes its Groq deal.
Nearly one in ten internet-facing LiteLLM AI gateways accepted the default admin key 'sk-1234', Wiz found News
Wiz researchers found that 294 of 3,074 publicly reachable LiteLLM AI gateways accepted the documentation's example master key or had no authentication at all, and chained that with now-patched flaws to reach root code execution and cloud credentials; one of the flaws is on CISA's list of vulnerabilities exploited in the wild.
Alibaba is raising 80 billion Hong Kong dollars purely for AI News
Alibaba proposed placing newly issued shares with non-U.S. investors for HK$80 billion, saying it will put 100 percent of the net proceeds into its full-stack AI capabilities including AI infrastructure.
SK Hynix's Nasdaq listing raises $26.5 billion, the largest first-time US listing by a foreign company ever News
SK Hynix raised $26.5 billion in a Nasdaq listing that topped Alibaba's record for the largest US IPO ever by a foreign company, priced on the strength of its dominance in the high-bandwidth memory that AI accelerators depend on.
Analysts warn Nvidia's AI boom is being propped up by a circular financing loop with the 'neoclouds' News
An IO Fund analysis details how Nvidia invests billions into GPU-rental 'neoclouds' like CoreWeave that then use that capital to buy Nvidia chips -- a self-reinforcing loop that includes a $6.3 billion Nvidia backstop obligating it to buy CoreWeave's unsold GPU capacity through 2032.
Nvidia is now backstopping the sales of its own chips News
Nvidia formalized a financing program that guarantees a revenue floor for cloud firms buying its GPUs in exchange for a cut of their sales - a move analysts say could help drive AI debt past $7 trillion by 2029.
Oracle's own filing lays out how its hundreds-of-billions AI datacenter bet could go wrong News
Oracle's regulatory filing candidly enumerates the risks of its massive AI datacenter buildout for clients like OpenAI, including customer non-payment, contract non-renewal, demand misjudgment, and constrained, volatile power supply.