Rockwell Automation, Inc. Expands FactoryTalk Conductor With NVIDIA Corporation Nemotron Support

SK Hynix, Micron, and Nvidia announced significant stock buyback plans amid recent share price declines. SK Hynix plans to repurchase 30 trillion won ($22B) of stock, Micron authorized up to $35.16B, and Nvidia increased its buyback plan to $150B. All three companies aim to boost shareholder returns despite recent stock declines.

HIVE Digital Technologies secured $129M in 9% debt financing for 3 years to fund NVIDIA GB200 systems, supporting a 3-year Cohere contract. The loan is secured by GPUs and amortizes over the term, with delivery expected by Q4 2026, according to the company.

HIVE Digital Technologies (HIVE) announced a $165M loan to buy NVIDIA GB200 NVL72 systems for a 3-year AI contract in Canada. The fixed-rate facility is secured by the infrastructure and will be repaid from contract revenue. HIVE aims to support Canada's AI sovereignty and data security.

Nvidia (3B) and AMD (1B) will invest $4B in Meta's AI infrastructure expansion. Meta plans to raise $97.5B total, including $37.5B via stock offerings. Nvidia will expand cooperation on AI platforms, while AMD will support Meta's AI server systems and CPUs. Both companies aim to deepen technology and supply chain partnerships.

Nvidia plans a $3 billion investment in Meta, expanding their AI partnership. The deal focuses on improving Meta's Muse AI assistant and related models, with Meta increasing its use of Nvidia's processors. Completion is subject to closing conditions.

AWS and Nvidia plan to add 2 million Nvidia GPUs to Amazon's cloud by 2028, including Vera Rubin, Blackwell Ultra, and Rubin Ultra. Oracle has already made Vera Rubin systems available on its cloud. Nvidia reports Vera Rubin is in full production and available on five clouds, excluding Amazon. Financial details of the deal were not disclosed.