$NVIDIA(NVDA)$ Nvidia will inv-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Nvidia will invest US$1.5 billion in SoftBank-backed SB Energy and secure up to 8 gigawatts of AI computing capacity at an Ohio campus being built by the data centre developer for OpenAI.

The deal is the latest where Nvidia is financing the ecosystem consuming its chips, a strategy that has helped fuel demand but also drawn scrutiny over the circular flows of funds from the chipmaker to its biggest customers.

Leading tech firms are increasingly tying together chips, power and data centre development as they race to secure the infrastructure needed for increasingly power-hungry AI models.

Hawks Strike, AI Hardware Slammed — Yet Mega-Caps Rally: A Duration Story?

Friday mapped the hawkish transmission. Long-duration AI hardware took it: Marvell −10.28%, confirming its −8.02% after hours; SOXL −9.52%; Nvidia −4.57%, giving back half of Thursday's 8.74%; Intel −2.85%. Cash-rich mega-caps went the other way — Apple +1.63%, Microsoft +1.68%, Alphabet +1.53%, Meta +1.21% — because higher rate expectations hit the most distant earnings first. Memory barely moved: Micron −0.27%, SanDisk flat, SK Hynix −0.35%, priced off contract rates rather than policy rates. Buy the hardware dip, stay with the compounders, or cut exposure?

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Comments

tinkie
08-19
tinkie
Smart move. That 8GW capacity lock matters more than one quarter's numbers if Nvidia wants to stay the AI infrastructure core.
VivianChua
08-20
VivianChua
Nice 💚💚💚

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