June’s $4B Bitcoin ETF Outflows Boost Nvidia AI Demand via Palantir and $11M Server Deals
NVDA•Investors withdrew roughly $4 billion from Bitcoin ETFs in June, reallocating capital into Nvidia AI chip stocks alongside South Korea’s ₩518 billion AI infrastructure initiative. Palantir agreed to run Nemotron models on secure Nvidia hardware for U.S. government clients and Bit Origin ordered $11 million of Blackwell B300 servers for Malaysian deployment.
1. Crypto Capital Shift to Nvidia Chips
Investors pulled approximately $4 billion out of Bitcoin ETFs in June, redirecting funds into AI-focused stocks led by Nvidia. This reallocation coincided with South Korea’s announcement of a ₩518 billion push into AI chip infrastructure, highlighting growing institutional demand for Nvidia hardware.
2. Palantir Secures Nvidia AI Deployments
Palantir is integrating Nvidia hardware to run Nemotron open AI models within secure environments for U.S. government agencies and critical infrastructure clients. The arrangement emphasizes data isolation, auditability and stronger security controls, showcasing Nvidia’s role in sensitive AI applications.
3. Bit Origin Orders $11M Nvidia Servers
Singapore-based Bit Origin disclosed an $11 million acquisition of 16 Nvidia Blackwell B300 AI servers funded via $1 million in cash and $10 million in equity. The servers, slated for third-quarter delivery to a Malaysian data center, are projected to generate $360,000 in monthly revenue prior to operating expenses once deployed.
