Microsoft commits to covering the power supply costs for AI computing power; NVIDIA shares fall by over 7% after the announcement
2026-11-12 11:59:01
According to CoinMeta, Microsoft has pledged to bear the cost of power supply for its own AI computing power expansion. US media reports that NVIDIA is preparing to remove Jensen Huang from his position, which led to a more than 7% drop in NVIDIA's stock price after the market closed. Additionally, SpaceX is reportedly attempting to "de-NVIDIA-ize" its data centers by only purchasing chips and developing Kessel cabinets to bypass L6 compute boards. Anthropic has secured new cloud computing contracts with Microsoft and Google, worth over $10 billion. The head of the Texas power grid stated that they hope data centers will reduce their electricity consumption before a power outage crisis occurs. Japan plans to introduce penalty mechanisms for AI companies due to security risks. Investigations related to Jensen Huang have raised concerns, and NVIDIA has faced downgrades from Wall Street ratings firms. While AI companies are under scrutiny, Alphabet has launched an Asian bond issuance. Baidu has released the preview version of Wenxin 5.5, opening up access to millions of Token contexts. Siemens Energy disclosed that it has approximately 15 billion euros in ongoing orders related to data centers. Fujian Province plans to build 10 artificial intelligence research and innovation platforms and initiate 10 key projects for technological innovation and industrialization in the field of artificial intelligence.
Source:Internet
This content is for market information only and does not constitute investment advice.
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