Apollo Global Management

Anthropic in talks to lease data center capacity from Stream Data Centers

Anthropic is in early discussions to lease up to 1 gigawatt of data center capacity from Stream Data Centers, a developer majority-owned by Apollo Global Management, according to The Information. Under the proposed direct tenancy agreements across U.S. sites, the Claude developer aims to install Google and Broadcom-designed tensor processing units (TPUs) to decrease its dependency on third-party cloud providers. Claims are as reported; this summary makes no determination about accuracy or significance.

• Low confidence
• Unconfirmed

Nvidia collaborates with financial firms to structure $500B AI infrastructure financing

Nvidia announced partnerships with major financial institutions including Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish independent financing platforms. According to Nvidia CEO Jensen Huang, the initiative aims to mobilize more than $500 billion in third-party capital over time to fund the construction and expansion of AI factory compute infrastructure. Claims are as reported; this summary makes no determination about accuracy or significance.

• Moderate confidence
• Limited corroboration

Availability

Announced

Organization

Nvidia

Apollo Global Management invests in AI and hardware startups

According to The Information, Apollo Global Management has begun investing in AI and hardware startups with the intention of providing debt financing to them in the future. Apollo's investments include an undisclosed stake in data-labeling startup Mercor, which is poised for a $20 billion valuation, alongside backing for chipmaker SiFive and factory automation firm Hadrian. Claims are as reported; this summary makes no determination about accuracy or significance.

• Low confidence
• Unconfirmed