--- title: "Key facts: NVIDIA ramps Feynman; OpenAI Ohio cut to ~5GW; $21B SpaceX" type: "News" locale: "en" url: "https://longbridge.com/en/news/295994348.md" description: "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." datetime: "2026-08-15T07:13:54.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295994348.md) - [en](https://longbridge.com/en/news/295994348.md) - [zh-HK](https://longbridge.com/zh-HK/news/295994348.md) --- # Key facts: NVIDIA ramps Feynman; OpenAI Ohio cut to ~5GW; $21B SpaceX - 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 **Disclaimer** This is an AI-generated summary and may contain inaccuracies. Please verify any important information with the original sources. ### Related Stocks - [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md) - [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md) - [CORD.US](https://longbridge.com/en/quote/CORD.US.md) - [CRWG.US](https://longbridge.com/en/quote/CRWG.US.md) - [CRWU.US](https://longbridge.com/en/quote/CRWU.US.md) - [CWVX.US](https://longbridge.com/en/quote/CWVX.US.md) - [CWY.US](https://longbridge.com/en/quote/CWY.US.md) - [SPCH.US](https://longbridge.com/en/quote/SPCH.US.md) - [SPCF.US](https://longbridge.com/en/quote/SPCF.US.md) - [SPAL.US](https://longbridge.com/en/quote/SPAL.US.md) - [SNK.US](https://longbridge.com/en/quote/SNK.US.md) - [SSPC.US](https://longbridge.com/en/quote/SSPC.US.md) - [SPCU.US](https://longbridge.com/en/quote/SPCU.US.md) - [LOFF.US](https://longbridge.com/en/quote/LOFF.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [UBS.US](https://longbridge.com/en/quote/UBS.US.md) - [APO.US](https://longbridge.com/en/quote/APO.US.md) - [BLK.US](https://longbridge.com/en/quote/BLK.US.md) - [BX.US](https://longbridge.com/en/quote/BX.US.md) - [BAM.US](https://longbridge.com/en/quote/BAM.US.md) - [GS.US](https://longbridge.com/en/quote/GS.US.md) - [KKR.US](https://longbridge.com/en/quote/KKR.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) - [APO-A.US](https://longbridge.com/en/quote/APO-A.US.md) - [APOS.US](https://longbridge.com/en/quote/APOS.US.md) - [BTX.US](https://longbridge.com/en/quote/BTX.US.md) - [BIT.RT*.US](https://longbridge.com/en/quote/BIT.RT*.US.md) - [BDJ.US](https://longbridge.com/en/quote/BDJ.US.md) - [BSTZ.US](https://longbridge.com/en/quote/BSTZ.US.md) - [BIT.RT.US](https://longbridge.com/en/quote/BIT.RT.US.md) - [W4VR.SG](https://longbridge.com/en/quote/W4VR.SG.md) - [KKRS.US](https://longbridge.com/en/quote/KKRS.US.md) - [KKR-D.US](https://longbridge.com/en/quote/KKR-D.US.md) - [KKRT.US](https://longbridge.com/en/quote/KKRT.US.md) ## Related News & Research - [Dan Ives Says CoreWeave, Cisco Earnings ‘Pieces of the Puzzle’ for AI Trade: ‘Get the Popcorn Out’](https://longbridge.com/en/news/295693267.md) - [SpaceX officially closes its Cursor acquisition](https://longbridge.com/en/news/296004942.md) - [SpaceXAI Launches Grok Bot Enterprise Agents: Cross-App Collaborative AI Teams Narrow Gap With OpenAI](https://longbridge.com/en/news/295568310.md) - [CoreWeave Must Prove Whether ‘the Revenue Ramp Can Actually Catch Up’ to Its Nearly $100 Billion Backlog, Warns Shay Boloor Ahead of Q2 Earnings](https://longbridge.com/en/news/295514902.md) - [Elon Musk's SpaceX Lands $1.22 Billion Investment From Norway’s $2.3 Trillion Sovereign Wealth Fund](https://longbridge.com/en/news/295666134.md)