Tuesday, September 23, 2025

A look at the Nvidia-OpenAI deal, where Nvidia will invest in $10B tranches; sources say OpenAI informed Microsoft about the deal a day before it was signed (MacKenzie Sigalos/CNBC)

MacKenzie Sigalos / CNBC:
A look at the Nvidia-OpenAI deal, where Nvidia will invest in $10B tranches; sources say OpenAI informed Microsoft about the deal a day before it was signed  —  ABILENE, Texas - Sam Altman had a deadline.  OpenAI's CEO was headed to Texas to unveil his company's next big infrastructure push …



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Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40% of US data-center capacity is located in tornado-prone areas (Jean Eaglesham/Wall Street Journal)

Jean Eaglesham / Wall Street Journal : Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40%...