Wednesday, October 29, 2025

After Nvidia GTC, Jensen Huang says "I don't believe we're in an AI bubble" and that Nvidia expects to sell 20M Blackwell chips, up from 4M Hopper chips (Bloomberg)

Bloomberg:
After Nvidia GTC, Jensen Huang says “I don't believe we're in an AI bubble” and that Nvidia expects to sell 20M Blackwell chips, up from 4M Hopper chips  —  Nvidia Corp. Chief Executive Officer Jensen Huang announced a flurry of new partnerships and dismissed concerns about an AI bubble …



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UK-based AI infrastructure startup Nscale secures a $900M line of credit to expand its data center buildout across Europe, the US, and the Asia Pacific (Mauro Orru/Wall Street Journal)

Mauro Orru / Wall Street Journal : UK-based AI infrastructure startup Nscale secures a $900M line of credit to expand its data center bui...