Today’s Top Stories: Nvidia, Riot Platforms, Intel, Rocket Lab and AST SpaceMobile

TLDR

• Nvidia is organizing a $500 billion AI infrastructure financing push with major Wall Street firms
• Riot Platforms signed a $9.1 billion, 20-year deal with Anthropic for 191 megawatts of computing power
• Intel raised its planned equity offering to $20 billion to fund its manufacturing turnaround
• Rocket Lab posted 62% revenue growth but fell on concerns over its Neutron rocket timeline
• AST SpaceMobile missed revenue expectations but held its full-year 2026 forecast of $150M to $200M

Nvidia’s $500 Billion AI Infrastructure Push

Nvidia is working with some of Wall Street’s biggest names to build financing structures that could support over $500 billion in AI infrastructure development.

The effort includes BlackRock, Blackstone, Apollo, Brookfield, Goldman Sachs and KKR. The goal is to fund the massive data center expansion needed to meet growing AI demand.

Building facilities packed with Nvidia GPUs requires billions in upfront capital. This financing model could help cloud providers and data center operators spread those costs over time, speeding up deployment.

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