AI fuels mega data‑center push

Marvell will supply custom XPUs and NVLink Fusion–compatible scale‑up networking while the deal explicitly names collaboration on silicon photonics; Nvidia’s announcement lists Vera CPUs, ConnectX NICs, Bluefield DPUs, NVLink interconnect and Spectrum‑X switches as the platform components. (nvidianews.nvidia.com) Nvidia describes NVLink Fusion as a rack‑scale platform to enable semi‑custom, rack‑level AI infrastructure for so‑called “AI factories,” and independent analysis frames the tie‑up as a move to standardize rack designs for next‑generation, higher‑cost compute racks. (nvidianews.nvidia.com) Tract Capital’s landholdings stretch from Nevada to Virginia and include an assembled portfolio of water rights intended to secure “powered land” suitable for hyperscale AI campuses, per reporting on the company’s multi‑state strategy. (bloomberg.com) Kirkland & Ellis advised on a Storey County, Nevada transaction that contemplates a turnkey hyperscale site with 230 MW of utility capacity (about 200 MW critical IT capacity) and a purpose‑built electrical substation for the campus. (kirkland.com) Reporting links a high‑yield debt package tied to Nvidia commitments to accelerate Tract’s coast‑to‑coast buildout, and industry coverage says Nvidia is set to lease the Reno‑area site under an initial 16‑year term with two 10‑year extension options. (bloomberg.com) La Rosa’s Q1 disclosures show roughly $8.1 million in digital assets (about $3.9 million restricted) plus ~$2.2 million in cash, a contract to acquire Osceola County land for a Tier III AI data center of up to 10,000 sq ft with an estimated ~1,500 kW IT load, and a non‑binding LOI to acquire Consensus Core Technologies. (stocktitan.net)