NVIDIA allocates $7 billion to Poolside in $12 billion deal as it plans a 15% price increase for Grace Blackwell and Vera Rubin systems
AI Market Summary
NVIDIA is reportedly committing ~$7B to Poolside (licensing + hiring + equity at a $12B valuation) to strengthen its Nemotron open-weight model stack and hedge against potential GPU demand slowdown. In parallel, it may raise Grace Blackwell/Vera Rubin system prices ~15–17% early next year, lifting data-center build costs. Altman’s slower AI adoption timeline adds uncertainty to near-term accelerator demand and pricing power.
Impact level
● High
Affected assets
NCSKNVDA2USD/USDT-1.33%
AI Insight · NCSKNVDA2USD/USDTAI Insight
● Neutral
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NVIDIA will pay $6 billion to license AI startup Poolside’s technology and hire most of its engineers, and will invest another $1 billion for an equity stake at a $12 billion valuation. The company also plans to raise prices for its Grace Blackwell GPUs and Vera Rubin systems by about 15% early next year, with a single Vera Rubin NVL 72 rack potentially priced at around $8 million. The move could push the total cost of a 1GW data center in the US to nearly $60 billion.
