Google says its Gemini app has reached 1 billion users. The company also shared figures showing how people use the chatbot beyond text: 63% of users talk directly to Gemini through its voice feature.
Gemini also generates more than 150 million images every day, according to Google. Together, the figures point to usage across voice conversations and image creation—not just text chat.
Why it matters: For Google, the reported 1 billion-user milestone comes with concrete evidence that Gemini is used beyond text chat: 63% of users use voice, while the app generates more than 150 million images each day.
Anthropic is leasing $9.1 billion in data-center capacity from Bitcoin miner Riot Platforms at Riot's Rockdale site in Texas, according to Bloomberg, as reported by The Decoder. The agreement covers 191 megawatts, with extension options that could push its total value to $16.1 billion.
The deal gives Anthropic access to Riot's existing Texas facility and gives Riot a customer beyond Bitcoin mining. The supplied report does not disclose when the capacity will come online or which Anthropic workloads it will support.
Why it matters: The deal gives Riot Platforms a customer beyond Bitcoin mining while giving Anthropic 191 megawatts of Texas capacity without a disclosed new-build timeline.
NVIDIA says AI factory compute is becoming an investable asset class. The company announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to establish independent financing platforms for AI infrastructure.
NVIDIA says the platforms are designed to mobilize more than $500 billion in third-party capital over time to support the AI infrastructure buildout. The announcement does not specify project allocations, financing terms or a deployment schedule.
Why it matters: For NVIDIA and its six named financial partners, the announced platforms target more than $500 billion in third-party capital for AI infrastructure rather than a single disclosed funding round.