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DGX Cloud Partnership
Four-year operational window for the $1 billion Nvidia DGX Cloud agreement.
Facility Launch
Target date for the Noida hyperscale data center to go live with Blackwell B300 chips.
Investment Announcement
Yotta confirms $2 billion commitment for Nvidia Blackwell GPUs.
As artificial intelligence compute demand surges, former Bitcoin miners Applied Digital and Riot Platforms are repositioning as high-performance computing powerhouses. While Applied Digital leads the transition with triple-digit revenue growth and hyperscaler contracts, Riot Platforms remains a high-upside value play tied to its expanding data center footprint.
ARK Invest, led by Cathie Wood, executed a significant portfolio rotation on February 17, 2026, acquiring $21 million in shares of AMD, Broadcom, and Coinbase. The firm simultaneously reduced exposure to Teradyne and Airbnb, signaling a sharpened focus on AI infrastructure and digital asset platforms.
Yotta Data Services has committed $2 billion to deploy Nvidia’s Blackwell Ultra GPUs, establishing Asia’s first DGX Cloud supercluster in India. This investment aligns with the nation's AI Mission and marks a significant escalation in the regional race for high-performance computing.