Morning Briefing

- NVIDIA and six major investors—Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR—plan financing platforms intended to attract more than $500 billion for AI computing infrastructure. - This is an investment framework, not $500 billion already committed; actual funding depends on future projects and investors. - NVIDIA also said Oracle will expand Vera Rubin systems to multi-gigawatt capacity and add the Vera CPU to Oracle Cloud Infrastructure. - Aside from these official NVIDIA announcements, the supplied results contain no independently verified AI infrastructure funding round or product launch from the past 24 hours.