Directly into AI infrastructure: servers, storage, power and cooling systems, along with a vast quantity of chips to support Search, Ads, YouTube, Gemini, and

The noted investor's latest move looks like an endorsement of the huge spending on AI infrastructure by tech giants.

“Gemini 3 . . . shows significant gains in reasoning, reliability in multi-step agent workflows, and an ability to debug tough development tasks with high-quality fixes. In early evaluations, it improved Warp’s Terminal Bench state of the art score by 20%.” –Zach Lloyd, CEO of Warp

Nvidia’s sales of the computing chipsets powering the artificial intelligence craze surged beyond the lofty bar set by stock market analysts in a performance that may ease recent jitters about a Big Tech boom turning into a bust that topples the world’s most valuable company.

While the deal was announced in September 2025, NVIDIA claims it is still not definitive and no investment has been fully agreed upon, if any.

Asian chip stocks fell sharply after Nvidia’s drop on Wall Street, with SoftBank, TSMC, SK Hynix and Samsung sliding as AI infrastructure investments expand.

Nvidia reported more eye-catching numbers for its fiscal third quarter Wednesday, with net income jumping 65% and revenue increasing 62% from a year earlier.

Bitcoin bounced back above $90,000 on Wednesday after Nvidia delivered another set of blowout quarterly results at 4:30 PM ET, easing slight pressure across risk assets following a week of heavy selling in crypto and tech stocks.

The world's most valuable publicly listed company, US microchip maker Nvidia has reported a record $US57 billion revenue in the third quarter of 2025, beating Wall Street estimates. The chipmaker said revenue will rise again to $US65 billion in the last part of the year.