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Separately, Nebius  has signed an agreement with Vantage Data Centers to deploy AI infrastructure powered by Nvidia at Vantage's CWL1 data center campus in Wales, the companies said Thursday. 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Last week, I wrote about how five Big Tech companies have $2.7 trillion in future commitments, and this week comes news of $500 billion more in AI data-center funding from major firms, centered around Nvidia, plus a $20 billion equity sale from Intel.Nvidia and Intel are trying to solve two very different problems, though both are tied to the AI data-center boom.For Nvidia, there are doubts that the company can keep up its rocket-like growth and protect its 75% gross profit margin. Nvidia's biggest customers -- hyperscalers like Amazon.com, Microsoft, Alphabet, and Meta Platforms -- have reached the limits of their substantial operating cash flows and are dipping into debt and equity financing to fund 2026 and projected 2027 capital expenditures. Investors are wondering, how far can that 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