Morning Briefing

- NVIDIA and six major investors plan financing platforms intended to attract more than $500 billion for AI data centers and compute. - Firmus is considering a funding round of up to $3 billion after withdrawing its IPO plan, citing borrowing costs and heavy construction needs. - Oracle is changing how it develops data centers to reduce delays as demand for AI computing outpaces power and construction capacity. - Gartner estimates more than $3.5 trillion in planned AI infrastructure spending could be written down by the end of 2030 if demand or returns disappoint.