How NVIDIA GPUs Help Accelerate OpenAI’s GPT-6 Astra Ultrafast

Chinese state-backed Semi-Tech Leasing funded purchases of restricted NVIDIA chips for AI infrastructure, per Bloomberg. The deal involved 32 Asustek servers with Nvidia's Blackwell chips, highlighting gaps in U.S. export controls. Nvidia and Asus are investigating. Semi-Tech has invested $1.6B in compute infrastructure, supporting China's AI ambitions.

Leading AI companies, including Google, OpenAI, and Anthropic, signed a voluntary AI safety accord at the White House, pledging internal controls and external audits. The FTC opened a probe into OpenAI and Anthropic over AI safety. Google launched Gemini 4 Argon, its latest AI model, while Florida sued OpenAI over alleged harm to children. OpenAI's Greg Brockman withdrew a $25M pledge to a pro-AI super PAC.

Nvidia's board authorized a $150 billion increase to its stock buyback program, totaling $235 billion, the largest in U.S. corporate history. The company's strong free cash flow, driven by high-margin revenue growth and AI demand, supports its buyback and dividend targets. Nvidia's new Vera Rubin platform is expected to significantly boost data center revenue and margins.

Anthropic CEO Dario Amodei committed to $518B in computing infrastructure spending over the next decade, with 80% of obligations non-cancelable. Key suppliers include Broadcom, Google, Amazon, Microsoft, Nvidia, and AMD, with commitments ranging from $31.4B to $161.2B. Anthropic reported $4.6B revenue, $7.33B compute spend, and $8B operating loss in 2025, with a $42B net loss including a $34B fundraising charge. The company is set to IPO in early November, according to Reuters.

Nvidia's shares rose 0.72% to $228.38 in premarket trading as it pursues a $500 billion infrastructure-financing plan. The plan's viability hinges on the future value of its GPUs as collateral, with banks and Nvidia differing on depreciation timelines. Nvidia offers residual-value support for up to 25% of selected projects. The company's GF Score is 96/100, indicating strong profitability and growth, but its GF Value suggests valuation may be stretched.

Micron Technology (MU) shares fell 1.9% despite record Q4 results and strong guidance. Analysts raised price targets, citing tight memory supply and high buybacks. Rosenblatt lifted its target to $1,900, while D.A. Davidson set it at $2,100. Analysts expect significant free cash flow and buybacks post-December 9.