Overview
- Nvidia confirmed a $2 billion investment in Nebius alongside a partnership to co-develop next‑generation hyperscale AI cloud, with Nebius set to deploy multiple generations of Nvidia infrastructure and advanced GPU health monitoring.
- Nebius said it is building an AI factory targeting roughly 5 GW of capacity with deployments beginning over the next four years, aligning with the new collaboration on AI factory design and support.
- AI-linked stocks surged as Nebius rose 16.14% to $112, DigitalOcean gained 10.77% to $68.69 for a fifth straight advance, and Navitas jumped 24.88% to $10.84.
- DigitalOcean reported that Workato AI Research Lab cut inference costs 67% to $0.77 per 1 million tokens, lifted throughput 67% to 13,561 tokens per second per GPU, and improved time‑to‑first‑token 77% to 1,455 ms after migrating to its Hopper‑powered, distributed inference stack using Kubernetes and NVIDIA Dynamo.
- Navitas introduced two fifth‑generation power packages for AI data centers — a top‑side cooled QDPAK and a low‑profile TO‑247‑4L — and named Tonya Stevens CFO effective March 30, while separate reporting said President Donald Trump is considering emergency powers to enable Sable Offshore’s Las Flores pipeline restart as a DOJ OLC opinion affirmed such orders can preempt state law.