WS #11441
NVIDIA announced a revenue-sharing and credit-support model for AI factories, linking Blackwell demand to recurring usage-linked revenue, with partners deploying up to 170,000 GPUs. US June jobs report showed only 57,000 new jobs vs 115,000 expected, lowering expectations for Fed rate hikes and boosting gold/silver while keeping oil stable. Apple supplier Tata Electronics suffered a major cyberattack, leaking over 630 GB of data including iPhone 18 Pro prototypes, with Apple quickly removing leaked content. Meta is reportedly building a cloud computing business to sell excess AI computing power, potentially competing with Amazon and Microsoft in the cloud market.
NVIDIA AI Factory Revenue-Sharing Model
NVIDIA announced a revenue-sharing and credit-support model for AI factories, linking Blackwell demand to recurring usage-linked revenue, with partners deploying up to 170,000 GPUs.
US June jobs report showed only 57,000 new jobs vs 115,000 expected, lowering expectations for Fed rate hikes and boosting gold/silver while keeping oil stable.
Apple supplier Tata Electronics suffered a major cyberattack, leaking over 630 GB of data including iPhone 18 Pro prototypes, with Apple quickly removing leaked content.
Meta is reportedly building a cloud computing business to sell excess AI computing power, potentially competing with Amazon and Microsoft in the cloud market.