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Google — NVIDIA
Memories
/
NVIDIA
/
company
Google
Hyperscale cloud customer driving H100 demand
invested in → company
7
Anthropic
Apptronik
Ineffable Intelligence
Lovable
OpenEvidence
Sandboxaq
SpaceX
generative model → made by
6
Gemini 3 Pro
Gemini Robotics
Google TPU
Google Willow
Sycamore
Veo 3
company → partners with
6
Agile Robots
Apple
Blackstone
Broadcom
Marvell Technology
SK Hynix
partners with → company
6
Broadcom
Character Ai
Department Of Defense
Kairos Power
Meta
Oracle
product announcement → involves
4
Anthropic 3.5GW via Broadcom-Google
Apple-Google-NVIDIA AI partnership
Google $40B Anthropic investment
Google TPU 8 announcement
evidence → about
2
Demand from hyperscale cloud customers drove NVIDIA's Data Center revenue sharpl
NVIDIA's results reinforce its role as the central beneficiary of AI infrastruct
acquired → company
2
Windsurf
Wiz
uses → company
2
Intel
SpaceX
company → uses
2
Anthropic
Meta
earnings report → affected
1
NVIDIA Q1 FY2025 earnings
capital expenditure → incurred by
1
Alphabet 2024 capex