Nvidia (NVDA) / Jensen Huang 02 (Jul 23 - Dec 26)

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Why Nvidia And Corning’s Fiber Deal Could Change The Game For The AI Boom
https://m.youtube.com/watch?v=ZXFw8EGbX3E


Corning Shares Erupt On Nvidia Deal To Supercharge Fiber Optics Output By 10x
https://www.zerohedge.com/markets/corni ... cs-out-10x

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Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance
https://www.zerohedge.com/markets/nvidi ... d-guidance

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Nvidia CEO Declares AI PC Reinvention A "New Beginning" On Par With Smartphone Shift
https://www.zerohedge.com/technology/nv ... hone-shift

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Nvidia To Raise $20BN In Debt From First Bond Sale Since 2021, As AI Debt Frenzy Goes Parabolic
https://www.zerohedge.com/markets/nvidi ... -parabolic

[winston]

NVIDIA’s OpenAI Backstop Puts AI Financing Risk in Focus

NVIDIA’s potential $250 billion backstop for OpenAI, highlights growing counterparty risks in the AI infrastructure boom.

As vendor financing expands and hyperscalers build more capacity, investors are reassessing whether demand is sustainable—or increasingly debt-driven.

NVIDIA is reportedly considering a large financing backstop tied to OpenAI’s Ohio data center project, raising questions about vendor financing and circular demand.

AI infrastructure demand remains powerful but the financing model is becoming more leveraged and more exposed to customer credit risk.

CoreWeave shows the pressure facing specialized AI cloud providers as hyperscalers build more of their own capacity and competition intensifies.

Source: Market Beat

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Chips To Ships: Nvidia Plans New Shipbuilding Investment With Kawasaki
https://www.zerohedge.com/geopolitical/ ... t-kawasaki

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Nvidia Confirms Record $500 Billion Off-Balance Sheet SPV Deal To Fund The World's Biggest Circle Jerk
https://www.zerohedge.com/markets/nvidi ... ircle-jerk

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Nvidia Rises After Solid Earnings, Reversing Margin Concerns As Company Guides To 70% 2028 Revenue Growth
https://www.zerohedge.com/markets/nvidi ... and-future

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NVIDIA To Buy Hugging Face For $12.9 Billion
https://www.zerohedge.com/ai/nvidia-buy ... 29-billion

[behappyalways]

A good watch


NVIDIA Earnings Explode! What Did Jensen Huang Secretly Reveal? Feng-Hsin Chen Breaks Down the Ke...
https://m.youtube.com/watch?v=skzQ3-OTn9o