Crusoe $3.9B Series F @ $30.9B — vertically integrated AI infra
From Mexico: Crusoe closes a $3.9B Series F at $30.9B post-money — energy, datacenter, AI cloud. Not Euclyd silicon. Not an AEMA grid twin. >$140B pipeline = company-stated.
Nvidia
AI Energy Management Alliance: flexible data centers for faster grid access
From Mexico: Emerald + Google + NVIDIA found AEMA — flexible AI loads for faster interconnection. Fortune Sep 16 is an Emerald CEO op-ed; GW/MW and Brattle stay labeled as advocacy.
Salesforce’s Koa: CRM reasoning on NVIDIA Nemotron
From Mexico: Salesforce and NVIDIA just announced Koa — Salesforce’s first CRM reasoning model for Agentforce, post-trained on Nemotron 3 Super with synthetic CRM workflows. Pilots now; U.S. GA aimed winter 2026.
CUDA 13.4: Windows on Arm + Rubin preview
From Mexico: I’m covering NVIDIA’s CUDA Toolkit 13.4 — Windows on Arm finally, plus a Rubin GPU preview so you can start porting before GA.
Anthropic’s $2T IPO talk — Nvidia may put up $10B
From Mexico: I’m covering Reuters’ Anthropic mega-IPO exclusive — talks of up to $100B at ~$2T, with Nvidia eyed as a $10B anchor.
NVIDIA PAIR routes local AI across your home PCs
NVIDIA’s free open-source PAIR discovers idle PCs on your LAN and routes Ollama/LM Studio inference to whichever node has capacity. From Mexico, the cut.
Nvidia just bought Hugging Face’s open AI front door
Nvidia agreed to buy Hugging Face for $12.93B, putting the open-model hub inside the chip giant while promising developers can keep choosing their hardware.