Morning Briefing

- NVIDIA teamed with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to launch financing platforms aimed at mobilising more than $500 billion of third‑party capital for AI compute infrastructure. - Etched raised $700 million in growth‑equity funding to scale its custom inference silicon and rack‑scale AI clusters for frontier‑model workloads. - Quintessent closed a $40 million Series A round to develop optical‑interconnect semiconductors that increase bandwidth in AI data‑center networks. - Deloitte’s newest analysis highlights a surge in U.S. AI supercomputer builds, citing multi‑billion‑dollar commitments from NVIDIA, Apple and TSMC to expand domestic production capacity.