Morning Briefing

- NVIDIA teamed with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to launch financing platforms targeting over $500 billion of third‑party capital for AI compute infrastructure. - NVIDIA and Cisco announced a new pluggable optics form factor aimed at simplifying and scaling AI data‑center interconnects. - NVIDIA committed $1 billion over the next five years to fund U.S. scientific research, including AI‑focused initiatives. - Deloitte warned that U.S. power‑grid and data‑center capacity could fall short of the fast‑growing AI workload demand, urging faster infrastructure investment.