WS #13859
Nvidia partners with six financial giants to mobilize $500B for AI infrastructure, launches Nemotron 3.5 Lightning, and IBM-Together AI $240M deal underscores AI capex boom. Intel's $20B stock offering priced at $95, drawing $100B+ demand (5x oversubscribed), but dilution and execution risks weigh on shares.
AI infrastructure investment surge
Nvidia partners with six financial giants to mobilize $500B for AI infrastructure, launches Nemotron 3.5 Lightning, and IBM-Together AI $240M deal underscores AI capex boom.
Intel's $20B stock offering priced at $95, drawing $100B+ demand (5x oversubscribed), but dilution and execution risks weigh on shares.