Nvidia’s Ai Financing Plan Tests Whether Compute can become Collateral

Nvidia’s effort to help finance the expansion of artificial intelligence infrastructure is forcing Wall Street to confront a difficult financial question: how should rapidly evolving computing hardware be valued when it is used as collateral for long-term debt? The company has joined major financial institutions in developing financing platforms designed to mobilize more than $500…

Europe’s AI Ambitions Depend on Building Computing Capacity

Europe’s effort to strengthen its artificial intelligence capabilities is increasingly moving from strategy documents and research programmes towards the physical infrastructure required to run advanced computing systems. The expansion of Bull’s supercomputer manufacturing facility in France illustrates that shift. The company has doubled production capacity at its Angers factory as European governments seek greater control…