Tech
Nvidia Eyes $10B Anthropic Investment — A Closed-Loop Play for AI Dominance
Nvidia's massive stake in Anthropic's $2T IPO could create a self-funding cycle that locks competitors out of the next AI era.
Nvidia Coverage
Cowlpane has published 8 articles on nvidia — primarily in Markets, Tech, AI , with coverage from 2026. Sourced from global financial publications.
Markets
Nvidia and LG Partner on Robotics — The Next Frontier for AI Hardware
Nvidia's robotics expansion targets the massive commercialization gap, moving the AI thesis from software into physical automation.
AI
OpenAI Secures Ohio Lease — $105B Nvidia Guarantee Shakes AI Infrastructure Moats
OpenAI’s Ohio lease, backed by Nvidia’s $105B guarantee, forces rivals to rethink data‑center scale and pushes Ohio toward a new AI job boom.
AI
My AI diary: The $3 Billion Pivot to Physical Power
Nvidia is moving into the energy space, and it’s making me realize the AI race is actually a resource war.
Markets
Chinese Hedge Funds Exit Nvidia — The AI Trade Shifts to Hardware Supply Chains
Perseverance Asset Management International slashed Nvidia holdings by 72% last quarter, signaling a massive rotation in Chinese AI capital.
Tech
Nvidia Eyes $3B SB Energy Stake — The Massive Energy Play Behind OpenAI's Scaling
Nvidia's reported $3B investment in SB Energy signals a pivot from chip design to securing the massive power required for OpenAI's data centers.
Trading
$3.87B Indiana Fab Groundbreaking — Strengthening the AI Supply Chain
SK hynix prepares to break ground on a massive US facility, potentially signaling deeper integration between chipmakers and AI giants like Nvidia.
Markets
Nvidia’s $21B SpaceX Stake — A Catalyst for AI‑Driven Data Center Stocks
Nvidia’s $21B bet on SpaceX accelerates the AI data‑center boom, lifting infrastructure and REITs into the spotlight.