AI Computing Power Chain Daily - 7/28

English summary

Ilya's AI lab SSI officially announced a $5B strategic investment from NVIDIA, in cash rather than computing power offset. Plans to increase computing power scale 10x in the next 12 months, leveraging the Vera Rubin platform for AI research on human brain mechanisms, seeking AI continuous learning mechanisms. (X platform) - NVIDIA signed a long-term lease agreement for a large data center in Texas worth up to $50B, locking in scarce power resources; after completion, it may sublease computing power to third parties, with market concerns that this behavior exacerbates AI industry circular financing risks. (Financial Times) - Market rumors that NVIDIA plans to provide up to $250B in financing guarantees for OpenAI's 10GW data center project in Ohio. After the news, NVIDIA's five-year CDS jumped sharply in a single day, with debt default risk pricing rising significantly. ...