Today’s Top Stories

Wall Street is mobilizing behind Nvidia’s ambitious plan to finance over $500 billion in AI infrastructure. BlackRock, Blackstone, Apollo, Brookfield, Goldman Sachs, and KKR are structuring deals to fund the massive data center expansion needed to meet surging demand for AI computing. These facilities, packed with Nvidia GPUs, require billions upfront; this model lets cloud providers and data center operators spread costs over time, accelerating deployment.

Riot Platforms is pivoting hard from Bitcoin mining to AI compute. The company signed a 20-year, $9.1 billion deal with Anthropic for 191 megawatts of capacity at its Rockdale, Texas facility. This marks a definitive shift for the former crypto miner.

Intel raised its planned equity offering to $20 billion, betting big on its manufacturing turnaround. Rocket Lab posted 62% revenue growth but shares fell on concerns over its Neutron rocket timeline. AST SpaceMobile missed revenue expectations but held its full-year 2026 forecast of $150 million to $200 million, signaling confidence in its satellite network.