# Nvidia expands AI financing, infrastructure, and software

> Live situation record from CLSTR: https://clstr.news/situations/nvidia-ai-boom-drives-market-dynamics
> Updated: 2026-09-07T11:14:59.000Z. Sources: 576. Developments: 14.

Nvidia is aggressively expanding its influence across the AI software, financing, and infrastructure ecosystems. A central component of this strategy is the announced agreement to acquire the AI platform Hugging Face for approximately $12.9 billion, a deal expected to close in the first half of 2027. While Hugging Face hosts over 3 million models, CEO Jensen Huang has pledged the platform will remain open to the AI community. This acquisition is expected to face regulatory scrutiny in Paris and Brussels regarding the EU AI Act.

Financially, Nvidia is experiencing massive growth. The company recently reported a 106% year-over-year revenue increase to $96 billion in a single quarter, with net income reaching approximately $59 billion. This performance has propelled its market capitalization toward a range of $5.4 trillion to $5.6 trillion. As of July 2026, Nvidia’s AI equity portfolio reached $99 billion, and the company has projected approximately 70% revenue growth for fiscal 2028.

Infrastructure and startup investments continue to scale. Nvidia is pursuing a $6 billion technology licensing deal with Poolside and is preparing to invest between $2.5 billion and $3 billion in Thinking Machines Lab. An expanded collaboration with Amazon Web Services (AWS) aims to deploy 2 million Nvidia GPUs across AWS infrastructure by 2028. Furthermore, new partnerships with MediaTek and Lenovo aim to bring AI computing to consumer devices, including Windows PCs featuring RTX-Spark chips expected in October. While the AI Bubble Index has risen to 57, indicating increased speculative activity, analysts remain divided on long-term sustainability.

## Claims

- Nvidia has reached an agreement to acquire Hugging Face for approximately $12.9 billion. (disputed by 22 sources)
- Nvidia provided revenue guidance of $108 billion, plus or minus 2%, for the third quarter. (disputed by 13 sources)
- Nvidia projected fiscal 2028 revenue growth of approximately 70%. (disputed by 7 sources)
- Nvidia has provided revenue guidance of approximately $91 billion. (disputed by 6 sources)
- Brazil's unemployment rate fell to 5.3% in the quarter ending in July. (disputed by 4 sources)
- A proposed plan by Iran and Oman includes establishing a temporary joint maritime corridor and a joint mine-clearing agreement. (disputed)
- Nvidia reported quarterly revenue of $96.2 billion. (corroborated by 41 sources)

## Timeline

### 2026-09-07: Nvidia dominates AI market with $96 billion quarterly revenue

Nvidia reports 106% revenue growth to $96 billion, driven by AI demand. The company is expanding its ecosystem through AWS partnerships and consumer hardware, despite rising speculation in the AI market.

13 sources. https://clstr.news/cluster/nvidia-expands-ai-partnerships-with-aws-and-thinking-machines-lab

### 2026-09-06: Nvidia to acquire Hugging Face for $12.9 billion

Nvidia has agreed to acquire the AI platform Hugging Face for $12.9 billion, aiming to bolster its role in the open-source AI ecosystem while promising to maintain the platform's open nature.

20 sources. https://clstr.news/cluster/nvidia-forecasts-massive-revenue-growth-and-expands-ai-investments

### 2026-09-02: Nvidia invests $3.5 billion in MediaTek to expand AI infrastructure

Nvidia is investing $3.5 billion in MediaTek to expand AI infrastructure cooperation, focusing on data centers, automotive, and PC chips using NVLink technology.

6 sources. https://clstr.news/cluster/nvidia-invests-35-billion-in-mediatek-to-expand-ai-infrastructure

### 2026-08-30: Nvidia invests $3.5 billion in MediaTek to expand AI partnership

Nvidia is investing $3.5 billion in MediaTek to expand their AI partnership, covering data center infrastructure, custom AI chips, consumer PCs, and automotive technology via NVLink Fusion.

102 sources. https://clstr.news/cluster/amazon-web-services-to-add-2-million-nvidia-gpus-for-ai-expansion

### 2026-08-28: Lambda secures $1B in debt to purchase Nvidia chips for Microsoft

AI cloud provider Lambda has secured $1 billion in private debt to purchase Nvidia chips for leasing to Microsoft, as the company pursues a potential $3 billion pre-IPO round.

2 sources. https://clstr.news/cluster/lambda-secures-1b-in-debt-to-purchase-nvidia-chips-for-microsoft

### 2026-08-26: Nvidia expands role into AI market financing

Nvidia is increasingly financing the AI market through massive infrastructure guarantees, while the IMF notes that AI investments are becoming a key driver of global economic resilience.

9 sources. https://clstr.news/cluster/nvidia-expands-role-into-ai-market-financing

### 2026-08-25: Nvidia reports record $96.22 billion revenue driven by AI demand

Nvidia reported record Q2 fiscal 2027 revenue of $96.22 billion, up 106% year-over-year, fueled by AI demand. The company projects 70% revenue growth for fiscal 2028 despite supply constraints.

455 sources. https://clstr.news/cluster/nvidia-earnings-report-to-test-ai-infrastructure-demand

### 2026-08-23: Nvidia pursues $6 billion deal with Poolside for AI development

Nvidia is reportedly entering a $6 billion licensing deal with AI startup Poolside to acquire technology and talent for its Nemotron open-weight AI model project.

4 sources. https://clstr.news/cluster/nvidia-pursues-6-billion-deal-with-poolside-for-ai-development

### 2026-08-22: Nvidia prepares for pivotal Q2 earnings and AI ecosystem expansion

Nvidia prepares to report Q2 fiscal 2027 earnings on August 26, with analysts eyeing $92 billion in revenue. The company is also exploring a major investment in Perplexity AI and a $500 billion infrastructure's

69 sources. https://clstr.news/cluster/wall-street-zen-downgrades-hewlett-packard-enterprise-and-rbc-bearings

### 2026-08-10: Nvidia to invest up to $3 billion in Lancium for AI power infrastructure

Nvidia is investing up to $3 billion in Texas developer Lancium to secure power and land access for AI data centers, signaling a strategic shift toward managing energy constraints.

2 sources. https://clstr.news/cluster/nvidia-to-invest-up-to-3-billion-in-lancium-for-ai-power-infrastructure

### 2026-08-01: Nvidia expands financing role as AI infrastructure boom drives massive job forecasts

Nvidia is financing OpenAI’s Ohio data centre, sparking concerns over circular credit and chip exports to China, while CEO Jensen Huang forecasts $7 trillion in AI infrastructure spending and hundreds of trade‑

8 sources. https://clstr.news/cluster/nvidia-faces-biggest-risk-as-ai-spending-slowdown-looms

### 2026-07-27: Nvidia's $750 Billion AI Chip Financing Deals Signal a New Circular Market

Nvidia is financing AI chip buyers, securing deals over $750 billion—including a $500 billion SK Group partnership and $250 billion OpenAI guarantees—creating a circular market that analysts fear could amplify,

2 sources. https://clstr.news/cluster/nvidias-750-billion-ai-chip-financing-deals-signal-a-new-circular-market

### 2026-07-24: Nvidia and AI Capex Depreciation Risk Could Reverse Record Quarter Earnings

Q2 earnings look strong, driving S&P 500 growth over 20%, but AI capex depreciation—yet to hit income statements—may soon turn the tailwind into a head‑wind, as Nvidia sellers book revenue now and buyers defer,

3 sources. https://clstr.news/cluster/nvidia-and-ai-capex-depreciation-risk-could-reverse-record-quarter-earnings

### 2026-07-04: Nvidia's AI boom fuels component surge and new financing deals

Nvidia’s AI surge lifts Hon Hai sales, prompts a $360 M bearing plant in Asia, sparks new financing deals for cloud GPUs, drives DRAM price spikes and inspires fan‑free laptop cooling tech.

10 sources. https://clstr.news/cluster/minebeamitsumi-commits-360-million-to-ai-datacenter-bearing-plant-in-southeast-asia

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Cite as: Nvidia expands AI financing, infrastructure, and software. CLSTR, https://clstr.news/situations/nvidia-ai-boom-drives-market-dynamics