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Top stories today:
- NVIDIA announces DGX Station “personal AI supercomputer”
- Alphabet acquires Wiz in its largest-ever $32B deal
- X raising $2B at original $44B valuation
- NASA astronauts back on Earth 9 months after stuck in space
- Powell’s remarks at Wed. FOMC meeting to be scrutinized
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):
1. NVIDIA announces DGX Station “personal AI supercomputer” with new Blackwell Ultra GPU
800 Gbps ConnectX-8 NIC onboarded.
Asus, BOXX, Dell, HP, Lambda, and Supermicro will also sell DGX Stations later this year.
Pricing and availability details are yet to be announced.
Additionally, NVIDIA started taking reservations for the $3K DGX Spark (earlier called Digits) mini AI computer
GB10 Grace Blackwell SoC under-the-hood, with 128GB of unified memory.
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NVIDIA has also introduced the Groot N1 open-weight foundational model for humanoid robotics
Aims to bring generalized skills and reasoning to humanoid robots.
Based on a slow-thinking system, enabling robots to perceive and reason.
Agility Robotics and Boston Dynamics are among companies with early access.
Groot N1 dataset, training data, and task evaluation scenarios are available for download.
Aimed at agentic AI workflows.
Can toggle reasoning on or off.
NVIDIA AI-Q Blueprint framework also released for connecting knowledge bases to agents.
NVIDIA has also teased its high-end datacenter GPUs and CPUs, codenamed Vera Rubin, and Vera Rubin Ultra
The GB300 was reteased, expected for H2 2025.
2. Alphabet acquires Wiz in its largest-ever $32B deal
$2.3B break fee to be borne by Alphabet if the deal collapses.
2024: Alphabet attempted to buy Wiz for $23B, but the deal fell through due to antitrust concerns.
$3B from the sale will go to Sequoia, which owns Wiz’s 10% stake.
AWS, Azure, and Oracle Cloud will continue to sell Wiz’s products.
The deal is still likely to face antitrust challenges in the U.S.
3. X raising $2B at original $44B valuation
Sep.: Fidelity Investments implied a <$10B valuation for X.
Oct. 2022: Elon bought Twitter at the same $44B price.
$150M already invested by Elon to acquire more shares in X in 2024 at ~$44B valuation.
$2B in fresh capital is said to be planned to pay off $1B+ junior debt.
~$1.2B in adjusted EBITDA was posted in 2024.
