Nvidia's Revenue Sharing, Meta's $9B Data Center, and SK Hynix's U.S. IPO - Silicon Brief #78

July 13, 2026 - Silicon Brief
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In this edition of Silicon Brief, we delve into the dynamic world of AI chips and data centers, highlighting significant developments and strategic partnerships. Nvidia Corp is making waves with its new revenue-sharing model designed to support AI startups by providing access to cloud computing resources. Meanwhile, Crusoe Inc. is in discussions to raise a substantial $3 billion to expand its AI data center operations, potentially elevating its valuation to $30 billion.

Additionally, Anthropic has secured a 20-year lease for a data center in Kentucky, a move projected to generate $19 billion in revenue. The Canadian government is also eyeing expansion, proposing to increase AI data center capacity to 20 gigawatts. These stories, among others, underscore the rapid advancements and investments in AI infrastructure, reflecting the growing demand and innovation in this sector.
Nvidia Launches Revenue Sharing for AI Startups
Nvidia Corp is introducing a revenue-sharing model to aid AI startups by offering cloud computing access through collaborations with AI cloud service providers. Initial partners include Sharon AI and Firmus Technologies. Read more
Crusoe Inc. Seeks $3 Billion for Data Center Expansion
Crusoe Inc. is reportedly in talks to raise $3 billion, potentially valuing the company at $30 billion. This funding aims to support their expansion in building data centers for major tech firms like Microsoft Corp., Oracle Corp., and OpenAI Group PBC. Read more
Anthropic Signs $19 Billion Lease for Kentucky Data Center
AI company Anthropic has entered a 20-year lease agreement with TeraWulf for a data center in Hawesville, Kentucky, projected to generate $19 billion in revenue and create up to 120 permanent jobs. Read more
RiverMeadow Software Integrates AI with AWS Transform
RiverMeadow Software has announced a new capability that integrates its Lift & Optimize migration solutions with AWS Transform's AI-driven planning. This collaboration aims to help organizations modernize workloads during migration to AWS, reducing technical debt and improving operational efficiency. Read more
Envision Energy and Pulse Clean Energy's AI Battery Project
Envision Energy and Pulse Clean Energy have partnered to develop a 310 MWh battery storage system in Wolverhampton, UK, utilizing AI to enhance energy infrastructure and grid stability. Read more
Perplexity to Use Nvidia's Vera CPUs for AI
AI startup Perplexity plans to adopt Nvidia's new Vera CPUs to boost AI agent performance, with the CPUs expected to perform coding tasks significantly faster than traditional options. Read more
VOLT, Dell, and NorthC Launch Dutch AI Cloud
VOLT has teamed up with Dell Technologies and NorthC Datacenters to introduce the Dutch AI Cloud, an AI compute platform set to launch in October 2026. This platform aims to provide GPU computing power for AI applications in the Netherlands and Europe. Read more
Architect Financial Technologies and Compute Desk Launch GPU Compute Market
On July 8, 2026, Architect Financial Technologies Inc. and Compute Desk announced the creation of the first exchange-for-physical market for GPU compute in the US, named ComputeConnect. Read more
Corinex and Plexigrid Partner for AI-Driven Power Grid Solutions
Corinex Corp. and Plexigrid S.L. have formed a strategic partnership to develop a platform for enhancing real-time visibility and control in power grids using AI-driven digital twin solutions. Read more
Parasail Partners with NVIDIA and d-Matrix for AI Boost
Parasail is collaborating with NVIDIA and d-Matrix to enhance AI inference performance by deploying Corsair inference accelerators with NVIDIA GPUs, aiming for a 10x improvement. Read more
SK Hynix Plans U.S. IPO Amid AI Demand
South Korean memory chipmaker SK Hynix is set to launch a U.S. IPO, offering nearly 17.8 million shares to potentially raise $28 billion, leveraging the current AI market boom. Read more
R-Zero Implements AI Energy Platform at Stanford Hospital
R-Zero has introduced its AI-driven energy optimization platform at Lucile Packard Children's Hospital Stanford, aiming to enhance HVAC efficiency using real-time occupancy data. Read more
Mindstream Energy Unveils 400 MW AI Platform in Jordan
Mindstream Energy has launched a 400 MW AI infrastructure platform in Jordan to meet the growing demand for AI and digital services in the region. Read more
Meta to Build $9.17 Billion Data Center in Alberta
Meta has announced plans to construct its first Canadian data center in Sturgeon County, Alberta, with an investment of CA$13 billion. The facility aims to use 100% clean energy and will create thousands of jobs. Read more
DeepSeek Developing AI Chip to Reduce Reliance on Nvidia and Huawei
Chinese startup DeepSeek is creating its own AI chip to lessen its dependence on Nvidia and Huawei for AI model inference, amid challenges in the semiconductor market. Read more
Meta to Produce AI Chips Amid Shortage
Meta will begin producing new AI-specific chips in September to address GPU costs during a component shortage. These chips, part of the Meta Training and Inference Accelerator program, will be manufactured by TSMC. Read more
TeraWulf Inc. Seeks $3.5 Billion for Kentucky Data Center
TeraWulf Inc. plans to raise $3.5 billion in debt to build a data center in Kentucky, entering the leveraged loan market. The project involves a 20-year lease with Anthropic PBC and aims to generate $19 billion in revenue. Read more
US Eases Export Rules for AI Chips to UAE
The US has relaxed export restrictions, allowing the UAE to buy advanced AI chips from Nvidia and AMD without a government license, aiming to bolster relations and support AI ambitions. Read more
SK hynix Lists ADRs on NASDAQ
On July 10, 2026, SK hynix Inc. listed its American Depositary Receipts on the NASDAQ stock market to enhance its global position in the AI market. Read more
Supermicro Unveils Kubernetes Edge AI Appliances
Supermicro has launched Kubernetes Edge AI appliances in collaboration with Red Hat and Everpure, offering a full-stack solution for AI workloads in edge environments. Read more
Ceva Signs AI Licensing Deal with U.S. Software Company
Ceva has entered into a licensing agreement with a major U.S. software and AI platform company to develop custom AI silicon for intelligent computing devices, utilizing Ceva's NeuPro-M neural processing unit. Read more
Saturn Cloud and Rafay Systems Partner for AI Services
Saturn Cloud and Rafay Systems have announced a partnership to enhance AI services for GPU cloud operators by integrating their platforms. Read more
Nscale Secures $900 Million for AI Infrastructure
On July 7, 2026, Nscale announced a $900 million revolving credit facility to enhance its AI data center development across the US, Europe, and APAC. Read more
Action Energy and Kellton Form AI Joint Venture
On July 6, 2026, Action Energy and Kellton announced a joint venture to drive AI transformation in the GCC energy sector, focusing on digital oilfield solutions and IT services. Read more
SambaNova Systems Raises $1 Billion in Series F
AI chip maker SambaNova Systems has raised $1 billion in its Series F funding round, reaching an $11 billion valuation. The funding was led by General Atlantic, with more investors expected to join. Read more
Galaxy Digital Completes Phase I of Helios Data Center
Galaxy Digital Inc. has completed Phase I of its Helios data center in West Texas, delivering 133 MW of critical IT load to CoreWeave. This marks the start of revenue-generating operations, with further expansion plans underway. Read more
Canada Plans AI Data Centre Expansion to 20 Gigawatts
The Canadian government has proposed increasing AI data centre capacity to potentially 20 gigawatts, though officials note this is not a guaranteed projection. Community concerns about environmental and infrastructure impacts are growing. Read more
ZML Launches Free Software for AI Chip Performance
French startup ZML has introduced ZML/LLMD, a free software to improve inference performance on AI chips from companies like Nvidia, AMD, and Google. This move aims to enhance system efficiency and reduce costs for enterprises. Read more

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