Changes in US stocks | NVDA.US (NVDA.US) rose more than 6% to plan “old building renovation” data center scale to 1 gigawatt

The Zhitong Finance App learned that Nvidia (NVDA.US) rose more than 6% to $193.72 on Friday. According to the news, according to reports, two people with direct knowledge revealed that Nvidia has already contacted private equity giant Apollo Global Management on this issue and plans to build a distributed small AI data center network in as many as 20 states in the US based on the existing buildings of a troubled telecommunications company. The results of Tuesday's gubernatorial election put a potential moratorium on data center construction plans in several states. Retrofitting existing buildings is expected to help Nvidia and its customers circumvent some of the upcoming regulatory restrictions.

According to people familiar with the matter, Nvidia has determined a target asset: the total usable electricity contained in more than 130 buildings under Brightspeed, a broadband internet service provider owned by Apollo, is about 1 gigawatt, which is enough to support the operation of the Nvidia Vera Rubin chip system on a scale of tens of billions of dollars. Nvidia insiders have characterized the proposed network as an “inference network,” meaning its primary purpose is to run existing AI models rather than train new ones.