Amazon Triples Nvidia Chip Order to 2 Million Units

Nvidia plans to invest in d-Matrix, a seven-year-old AI chip developer positioned as a rival to Nvidia. The investment is part of Nvidia's strategy to make its technology compatible with competing chip designers and integrate them into its hardware ecosystem, even as Nvidia gains market share against most competitors.

NVIDIA and Microsoft announced RTX Spark, a new AI hardware and software platform designed to run AI agents locally on Windows PCs. RTX Spark combines NVIDIA's Blackwell GPU with Grace CPU, offering up to 128GB unified memory and one petaflop of FP4 AI performance. Laptop preorders begin today with availability on October 16, while compact desktops launch in November. Microsoft also released Microsoft Execution Containers (MXC) as OS-level infrastructure to run agents securely in the background.

Former executives from Google, Nvidia, and Apple, along with ex-Andreessen Horowitz partner Anjney Midha, have launched a new company aimed at reducing GPU access barriers for smaller companies and startups. The venture addresses a growing compute crunch as major cloud providers like Microsoft tighten control over GPU availability. The move signals growing demand for alternative pathways to affordable AI infrastructure outside dominant cloud platforms.

SpaceX is seeking to raise $40 billion in a financing round led by Apollo Global Management, with proceeds earmarked for purchasing Nvidia chips. The deal, reported by the Financial Times, is expected to close in 2027 and will consist of approximately $10 billion in bank loans and $30 billion in other financing. The capital raise underscores SpaceX's significant infrastructure needs as it expands AI and computing capabilities alongside its space operations.