Key facts: Firmus-NVIDIA 360MW Batam; NVIDIA-Palantir; NVDA H1 +4.7%

Firmus partners with NVIDIA to build a 360 MW AI data center in Batam and will buy up to 170,000 NVIDIA GPUs through 2027–2028, signaling a large multi‑year GPU order pipeline.NVID

Firmus partners with NVIDIA to build a 360 MW AI data center in Batam and will buy up to 170,000 NVIDIA GPUs through 2027–2028, signaling a large multi‑year GPU order pipeline.
NVIDIA teamed with Palantir to deploy Nemotron models and NVIDIA AI Enterprise in U.S. government and critical infrastructure. Clients can train models on-site; NVDA shares rose slightly intraday.
NVDA shares climbed about 4.7% year-to-date in H1 2026, the weakest six-month showing since 2022, lagging the semiconductor sector amid export restriction concerns to China and growth questions
NVIDIA says Anthropic’s Claude models now run on NVIDIA GB300 Blackwell Ultra in Microsoft Azure, letting traders track NVDA exposure via GB300-powered cloud AI deployments.