Nvidia

Blackstone paid $99.6M for a 134,200 SF Sunnyvale R&D building leased entirely to Nvidia through 2036, more than triple the seller's 2023 price.

Equinix, Nvidia and Together AI will launch a distributed AI inference program across Equinix's colocation footprint starting Q1 2027, no metros named yet.

The interconnect used to be the hard part. Now it's the power-management stack on top of it.

A stranded federal industrial site becomes the collateral for a $105 billion guarantee, and a preview of how site selection works when power is the asset.

The chip maker is buying into the company that turns interconnection queues into an inventory problem, not a single Ohio-sized campus bet.

SB Energy's Pike County campus carries 35,000 construction jobs and a financing template GCs should understand before bidding hyperscale work.

Six MOUs, no signed checks yet, and a developer's cost of capital just moved anyway.