NVIDIA invests again in AI startup Thinking Machines Lab and supplies Vera Rubin chips.
NVIDIA has announced a new round of investment in Thinking Machines Lab, an artificial intelligence (AI) enterprise founded by Mira Murati, the former executive of OpenAI. NVIDIA will also provide chips to this startup for training and running its AI models.
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Private credit remains under pressure, with redemption requests for a $33 billion fund potentially exceeding 7%.
The Cliffwater Corporate Lending Fund, which manages approximately USD 33 billion in assets, is a fund with periodic redemption terms. If redemption requests reach 5%, it must return 5% of the fund's value to investors on a quarterly basis. If redemption requests exceed 5%, Cliffwater has the authority to redeem up to 7% of the fund’s shares. According to media reports, the firm's flagship private credit fund may face redemption requests exceeding 7%.
NVIDIA expands its AI footprint as Groq and Samsung's AI chip orders may increase by 70% to 15,000 units.
Groq, the AI chip company indirectly acquired by NVIDIA, has requested Samsung to increase its AI chip production from 9,000 wafers to 15,000 wafers, representing an increase of approximately 70%. Instead of directly assuming managerial control, NVIDIA is collaborating through a non-exclusive technology licensing agreement. Groq's production at Samsung is transitioning from the sampling phase to mass production, entering the early stage of large-scale commercialization this year. This move by NVIDIA aims to extend its ecosystem into the inference domain, with plans to release inference chips based on Groq’s design at GTC 2026.
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NVIDIA Options Spot-On: On March 10th, 2.21 Million Contracts Were Traded, With 16.88 Million Open Interest
On March 10th ET, $NVIDIA(NVDA.US)$ had active options trading, with a total trading volume of 2.21 million options for the day, of which put options accounted for 46.3% of the total transactions,