Inside Nvidia’s $100B Dealmaking Spree, Elon Musk’s Massive Chip Ambitions

NVIDIA is extending its GPU dominance into robotics and model-hosting deals while chip-fab buildouts and $31T data-center capex face financing and political risk.

• NVIDIA's deal pipeline: After losing OpenRouter to Stripe, NVIDIA pivoted to Hugging Face; reporters say robotics (Figure, another $1B planned) and local/edge AI are the next frontiers for Jensen Huang's dealmaking.
• Perplexity near-acquisition: Talks escalated from an outright NVIDIA takeover of Perplexity to a license-and-hire structure before settling on a $3B investment valuing Perplexity above $35B pre-money.

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