DeepX Targets Nvidia's Robot Customers With a 5-Watt Chip for 100B-Parameter Models
CEO Lokwon Kim claims 20 times longer battery life for robots that switch from Nvidia.
NVDA
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AI Capacity
Voters Turned Against Data Centers in Dozens of Local Ballots. OpenAI Is Reportedly Dropping Its NDAs.
Texas governor-elect Gina Hinojosa, who beat Greg Abbott, campaigned on restricting data centers.
Astera Labs' Revenue Jumped 154% to $584.9 Million. Its Next-Quarter Forecast Tops Out at $750 Million.
Some systems already carry over $1,000 of its connectivity chips per accelerator. Custom silicon waits until 2028.
ALAB
Arm Expects Up to $2 Billion From Its Own Server Chip. Meta Is the Lead Customer.
Orders from multiple customers run through 2027. First-generation margins: roughly 30% to 40%.
ARMMETAORCL
Riot Leases Its Entire 910 MW Texas Campus to Anthropic for About $28 Billion
Rent is owed on all 910 MW regardless of use. Extensions could lift it to $54 billion.
RIOT
Hut 8 Fills Its Beacon Point Campus, Lifting AI Lease Value to $26.6 Billion
A second 352 MW lease went to the same tenant. Beacon Point's first data halls are due Q3 2027.
HUT
Fermaca Becomes Mexico's First Nvidia Cloud Partner, With a 1 GW Ambition in Durango
Its first Blackwell Ultra cluster is in Mexico City. Near-term, it targets 60 MW by end-2027.
NVDA2356
Wednesday, November 11
Arm's Second-Quarter Revenue Hits a Record $1.44 Billion, but Royalties Fell Short of Estimates
Data center royalties doubled, and Arm expects over 60% of big-cloud server deployments by year-end.
ARM
600,000 Nvidia H200 Chips Reportedly Sit in Hong Kong as Beijing Withholds Approval
An eight-card H200 server was offered for over $900,000 in mainland China, triple last year's price.
NVDA
