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Meta announced that it is launching two new stock offerings to raise $95 billion for building out AI infrastructure, drawing interest from Nvidia.

Meta plans to raise $95 billion to fund AI infrastructure and superintelligence, as Nvidia, AMD and Broadcom eye up to $5 billion in shares.

As Nvidia has gone from chipmaker to industry financier, some investors see the company taking on outsized risk tied to the AI buildout.

Jensen Huang's first Kazakhstan visit highlights the country's growing AI ambitions and global business appeal.

AI continues to dominate American business growth. In TIME’s and Statista’s second annual ranking of America’s Growth Leaders—which highlights the top performing publicly listed companies in the U.S.— Nvidia retains its top ranking from 2025. Methodology: How TIME and Statista Determined America's Growth Leaders of 2027 Comfort Systems USA (no. 2), which provides mechanical, electrical, and HVAC services for commercial properties, has seen the data center portion of its business drive growth significantly in recent years . “Advanced technology, dominated by data center work, increased to 56% of our revenue, and advanced technology remains the largest driver of pipeline and backlog,” COO Trent McKenna said in an earnings call in April . Comfort Systems has especially benefitted from having established businesses in Tier 2 cities where data centers tend to be built. In July, the company reported a 50% increase in revenue compared to the same quarter last year. It’s not the only company providing essential parts for data centers; Howmet (no. 6), known for making engine parts for planes, has been experiencing growing demand for making blades and vanes for the gas turbines used in data centers as a result of the AI boom. Energy infrastructure provider Argan (no. 5) has also capitalized on the AI wave by providing power services as well as solutions for energy storage to data center projects. The growing demands of AI are also helping fuel a mining renaissance in America , to supply the critical minerals needed in AI data centers , for batteries and grid technology , and more. Earlier in 2026, the Trump Administration announced that it was launching a domestic critical minerals stockpile as a part of Project Vault . Idaho Strategic Resources (no. 3), was one mineral mining and exploration company whose stocks saw a bump as a result of the news. Idaho is abundant in critical minerals like antimony, a mineral used in defense manufacturing for bullets, flame retardants, night vision goggles as well as consumer electronics, wind turbines, solar panels and more. See the full list of America’s Growth Leaders below:

Nvidia's Jensen Huang told CNBC that a surplus of memory supply is unlikely by 2029, as memory stocks have taken a beating in the past week.

Nvidia CEO Jensen Huang told CNBC Thursday that demand for neocloud firms is "off the charts," but scarce capital is holding back growth.

In an exclusive interview with CNBC, Nvidia CEO Jensen Huang discusses the valuations of frontier labs like Anthropic and OpenAI, and outlines the tools that are in place to control AI models and promote safety.

Nvidia says its DSX Pod AI Factory, which combines seven Vera Rubin racks in a shipping container, could cut the time to start serving AI tokens to 14 days.

Alibaba, ByteDance, and Tencent have also placed orders totalling $35 billion from US chipmaker Nvidia, which is already struggling to fulfill Chinese demand.

Nvidia CEO Jensen Huang is crisscrossing Europe with a multibillion-dollar checkbook and a grand ambition: Make his company the indispensable backbone of the global AI economy. Why it matters: As fears of an AI bubble rattle Wall Street, Huang is working to spread the boom beyond the U.S. and China — courting governments, bankrolling startups and cultivating massive new markets for Nvidia's chips. The big picture: The godfather of AI is trying to single-handedly build a new market for Nvidia chips, betting that governments and institutions around the world will want their own, highly customized data centers running open models. If it works, it could shore up demand for Nvidia chips just as another big group of customers — neoclouds — appear financially shaky. Driving the news: Part showman, part salesman, Huang has spent the past week preaching the gospel of AI across Europe ahead of a keynote Wednesday at Nvidia's flagship conference in Berlin. In France, Huang announced investments in four startups and joked, whisky glass in hand , that he's "the biggest VC in Europe." President Emmanuel Macron welcomed him to Paris, while France's economy minister compared the AI revolution to the Gold Rush. In Britain, Huang channeled Oprah Winfrey while announcing stakes in five startups. "I am giving you money! And I am giving you money! And I am giving you money!" he shouted from the stage of a converted London church. In Sweden, Huang unveiled a supercomputer backed by the country's industrial elite, likening Nvidia's technology to a "time machine" capable of compressing years of scientific research into days. In Germany, Huang challenged Chancellor Friedrich Merz to loosen Europe's regulatory instincts. "There's nothing to regulate if the industry doesn't thrive," he warned Monday. "Give Germany a chance. Give this industry a chance." Zoom in: At the heart of Huang's global strategy is "sovereign AI" — the idea that every nation should build and control its own AI infrastructure, data and models, rather than depend on U.S. or Chinese tech giants. In addition to roughly $10 billion in investments in Europe, Nvidia is helping build national AI ecosystems across Saudi Arabia, South Korea, India, Malaysia and Africa. For Huang, the prize is a vast new class of customers, including entire countries that see AI infrastructure as an economic and national security imperative. Between the lines: Huang's global offensive comes at a precarious moment for the AI industry, with Wall Street increasingly questioning whether the technology's enormous promise can justify its astronomical costs. Shares and bonds of Nvidia-backed CoreWeave and other "neocloud" providers have plunged, fueling fears that the companies borrowing billions to buy Nvidia's chips may struggle to pay their debts. Investors are also scrutinizing a circular flow of money in which Nvidia helps finance the very companies buying its products, raising questions about how much demand is self-sustaining. What to watch: Huang has emerged as the AI industry's chief cheerleader during periods of market turmoil, countering predictions of a bubble with assurances that demand is still accelerating. His Berlin keynote offers another chance to calm investors by arguing that the next wave of AI spending will come from governments treating the technology as a national necessity, not a speculative bet. The bottom line: Countries racing to secure their independence in the AI age may find themselves more reliant than ever on one American company.