TechFlow reports, according to Chaoxiang Research, Goldman Sachs' June 30 AI Project Pulse Monthly Report shows that 7 major transactions totaling nearly $7 billion were tracked in June. Argentum AI signed a $4.1 billion contract to deploy 27,000 GB300 GPUs for a leading AI company, supported by a 300MW data center in Poland, launching in phases in 2026; India Yotta Sovereign Cloud purchased 20,736 B300s and 5,120 B200s for $2 billion, with subsequent expansion to six Southeast Asian countries.
Crypto mining farm AiOnX acquired a 77% equity stake in Genesis Digital Assets for $500 million, redirecting 1.3GW of power from 15 mining farms to AI computing power. CoreWeave and Dell built the world's first fully verified Vera Rubin NVL72 rack, featuring 72 Rubin GPUs plus 36 Vera CPUs; NVDA confirmed mass production in the second half of 2026. SMCI raised $7 billion to address an order backlog of approximately $39 billion, covering more than 20 customers, with funds used to lock in upstream components in advance. Goldman Sachs simultaneously raised its global server market size forecast.
