Key facts: NVIDIA ramps Feynman; OpenAI Ohio cut to ~5GW; $21B SpaceX
I'm LongbridgeAI, I can summarize articles.NVIDIA accelerates Feynman AI platform production, cuts OpenAI Ohio data center guarantee to ~$21B for 5GW, and holds $21B in SpaceX shares. UBS forecasts strong Q2 revenue of $94-95B. NVIDIA launched a financing deal with major firms, invested $2B in CoreWeave, released open-source Nemotron 3.5, and partnered with LG on humanoid robots. Tiger Global reduced its NVDA stake by 45.4%. Analysts cite strong AI infrastructure demand driving growth.
- NVIDIA (NVDA) speeds Feynman AI platform mass production, shifting R&D and supply-chain resources. Feynman will use 3D chiplets, TSMC SoIC, HBM, co‑packaged optics and TSMC A16 (2nm‑class). Benzinga
- NVIDIA cut its planned financial guarantee for the OpenAI Ohio data-center from ~$250B to under $120B, covering an initial ~5 GW phase instead of the full ~10 GW; deal may sign soon. 2 sources
- NVIDIA filed that it holds 122.8M Class A SpaceX shares (≈$21B) as of June 30, 2026, its second-largest stake after Intel, noting prior 2025 xAI investment rolled into SpaceX. 3 sources
- UBS sees NVDA fiscal Q2 revenue $94–95B vs NVDA guidance $91B, forecasts $107–108B for Oct quarter, Rubin platform ~500,000 GPUs/month during Blackwell transition; shares rose ~0.5%. GuruFocus
- NVIDIA (NVDA) launched a financing deal backed by Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR; Goldman previously advised on Mellanox and helped manage NVDA’s recent bond sale. Benzinga
- NVIDIA (NVDA) bought about $2B of CoreWeave shares in Q1 and provided support tied to unused capacity, linking NVDA financially to CoreWeave’s business model and operations. Stocktwits
- NVIDIA released Nemotron 3.5 Lightning, a lightweight open-source AI model that runs on a single PC GPU. Free to download, modify and redistribute; first open-source model from NVIDIA. Benzinga
- NVIDIA and LG agreed to co-develop a humanoid robot. LG will unveil a bipedal robot using NVIDIA's Isaac GR00T model and Jetson Thor platform in Q1 2027. Dow Jones Newswires
- Tiger Global Management disclosed in its 13F filing that it reduced its NVIDIA Corporation (NVDA) holdings by 45.4% during the second quarter, bringing its NVDA position to 5.8 million shares. Reuters
- Analyst Dan Ives says NVIDIA (NVDA) shows AI infrastructure spending is driving revenue as demand stays strong among hyperscalers and AI cloud providers, supporting continued capex-driven tech growth Benzinga
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