NVIDIA Doubles Down on Investment in Thinking Machines, to Provide AI Chip Support
On March 10th, Nvidia (NVDA.O) is investing in artificial intelligence firm Thinking Machines Lab and supplying chips to support the training and operation of the startup’s AI models. The company was founded by Mila Mladi?, a former executive at OpenAI.
In a statement, Thinking Machines noted that under a multi-year agreement, it will utilize Nvidia’s upcoming Vera Rubin AI accelerator. The chips are slated for deployment early next year and will deliver at least the equivalent of 1 exaflop of computing power to the startup.
Nvidia has not disclosed the deal’s specific terms, nor has it clarified whether the investment will be in cash, chips, or a mix of the two. The two firms only characterized the investment as “significant.” (Jinse)
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Investment bank B.Riley has given Strategy and Strive a Buy rating, with price targets of $175 and $12 respectively
CoinDesk reported on March 10 that investment bank B. Riley has initiated coverage on Bitcoin-focused treasury firms Strategy and Strive, assigning both Buy ratings with price targets of $175 and $12, respectively.
At the time of the report, Strategy’s stock traded at $141.82, while Strive’s was priced at $8.67.
In its note, the bank noted that Bitcoin’s price drop of over 45% from around $126,000 in October 2025 has compressed the market’s premium to Net Asset Value (NAV), slowing share issuances by Bitcoin accumulation companies and pressuring the sector.
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Garrett Jin: Risk Assets to Remain Under Pressure Until Reliable Path through the Strait of Hormuz Reopens
On March 10, Garrett Jin—agent for the "BTC OG Insider Whale"—posted on social media:
"Before Brent crude’s March 9 surge, prices at $85/bbl reflected supply disruptions lasting 2–14 days. At $119.5/bbl, the market was already pricing in supply destruction risks, but the full repricing of that duration is just getting started.
The Hormuz Strait crisis impacts markets through independent, mutually reinforcing channels—not just a spike in risk-off sentiment, but a systemic shift in cross-asset correlations, geographic risk distribution, and how markets price extreme event durations. Until a credible path to reopen the strait emerges, risk assets will stay under pressure. Even if the crisis eases then, insurance mechanisms alone will take 3–6 weeks to rebuild.
For risk assets, bullish scenarios include: Strait of Hormuz reopening, a ceasefire from a successful summit, or other positive developments. Downside scenarios (diplomatic failure, prolonged strait closure) have no histori
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Yi He: Suggests CZ to Provide Better Exit Mechanism for Crypto VCs, Capital Mobility Benefits Industry Innovation
On March 10th, Yi Lihua, founder of Liquid Capital (formerly LD Capital), stated in a post:
“The biggest challenge facing the crypto industry in recent years is innovation stagnation, which stems from two key factors. First, the previous U.S. administration’s tightening of crypto policies—an issue that should be addressed with the passage of the crypto infrastructure bill. Second, Binance’s requirement that projects impose a 1-plus-3 year lockup mechanism on crypto venture capitalists (VCs).”
“While I believe Binance’s original intent was well-meaning—aimed at fostering long-term investment mindsets—the consequence of this mechanism is that project teams, market makers, and exchange liquidity providers exit first, leaving VCs with near-zero returns during the extended unlocking period. VCs already bear the greatest risk in the primary market, yet they now face additional exit risk—this directly contradicts norms in traditional investment markets. The result is the collective extin
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Amazon Issues Longest 50-Year Bond to Fund AI Development
[March 10] — Amazon is tapping the bond market again with a massive cross-border issuance, Bloomberg reported, adding fuel to an AI-fueled corporate borrowing spree.
Sources familiar with the deal said the e-commerce and cloud giant will offer up to 11 tranches of U.S. investment-grade bonds, with maturities spanning 2 to 50 years. Initial pricing discussions for the longest-dated note (maturing in 2076) indicate a spread of roughly 1.55 basis points over U.S. Treasuries, the source added, requesting anonymity due to the sensitive nature of the information.
HSBC Holdings, Citigroup, Goldman Sachs and JPMorgan are underwriting the sale. The issuance marks the latest in a string of large bond offerings by major cloud computing firms ramping up to invest billions in AI infrastructure. To date, investor demand remains robust, with recent deals seeing subscription levels multiple times the issuance size.
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