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
|
|
Nvidia (NVDA) / Jensen Huang 02 (Jul 23 - Dec 26)
Re: Nvidia (NVDA) / Jensen Huang 02 (Jul 23 - Dec 26)
by behappyalways » Thu May 07, 2026 2:45 pm
血要热 头脑要冷 骨头要硬
- behappyalways
- Millionaire Boss
- Posts: 45889
- Joined: Wed Oct 15, 2008 4:43 pm
Re: Nvidia (NVDA) / Jensen Huang 02 (Jul 23 - Dec 26)
by behappyalways » Fri May 22, 2026 3:56 pm
Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance
https://www.zerohedge.com/markets/nvidi ... d-guidance
https://www.zerohedge.com/markets/nvidi ... d-guidance
血要热 头脑要冷 骨头要硬
- behappyalways
- Millionaire Boss
- Posts: 45889
- Joined: Wed Oct 15, 2008 4:43 pm
Re: Nvidia (NVDA) / Jensen Huang 02 (Jul 23 - Dec 26)
by behappyalways » Wed Jun 03, 2026 10:36 am
Nvidia CEO Declares AI PC Reinvention A "New Beginning" On Par With Smartphone Shift
https://www.zerohedge.com/technology/nv ... hone-shift
https://www.zerohedge.com/technology/nv ... hone-shift
血要热 头脑要冷 骨头要硬
- behappyalways
- Millionaire Boss
- Posts: 45889
- Joined: Wed Oct 15, 2008 4:43 pm
Re: Nvidia (NVDA) / Jensen Huang 02 (Jul 23 - Dec 26)
by behappyalways » Wed Jun 17, 2026 12:41 pm
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
https://www.zerohedge.com/markets/nvidi ... -parabolic
血要热 头脑要冷 骨头要硬
- behappyalways
- Millionaire Boss
- Posts: 45889
- Joined: Wed Oct 15, 2008 4:43 pm
Re: Nvidia (NVDA) / Jensen Huang 02 (Jul 23 - Dec 26)
by winston » Fri Jul 31, 2026 10:55 am
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
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
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 115617
- Joined: Wed May 07, 2008 9:28 am
Re: Nvidia (NVDA) / Jensen Huang 02 (Jul 23 - Dec 26)
by behappyalways » Tue Aug 04, 2026 12:43 pm
Chips To Ships: Nvidia Plans New Shipbuilding Investment With Kawasaki
https://www.zerohedge.com/geopolitical/ ... t-kawasaki
https://www.zerohedge.com/geopolitical/ ... t-kawasaki
血要热 头脑要冷 骨头要硬
- behappyalways
- Millionaire Boss
- Posts: 45889
- Joined: Wed Oct 15, 2008 4:43 pm
Re: Nvidia (NVDA) / Jensen Huang 02 (Jul 23 - Dec 26)
by behappyalways » Tue Aug 11, 2026 1:19 pm
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
https://www.zerohedge.com/markets/nvidi ... ircle-jerk
血要热 头脑要冷 骨头要硬
- behappyalways
- Millionaire Boss
- Posts: 45889
- Joined: Wed Oct 15, 2008 4:43 pm
Re: Nvidia (NVDA) / Jensen Huang 02 (Jul 23 - Dec 26)
by behappyalways » Tue Sep 01, 2026 3:35 pm
Nvidia Rises After Solid Earnings, Reversing Margin Concerns As Company Guides To 70% 2028 Revenue Growth
https://www.zerohedge.com/markets/nvidi ... and-future
https://www.zerohedge.com/markets/nvidi ... and-future
血要热 头脑要冷 骨头要硬
- behappyalways
- Millionaire Boss
- Posts: 45889
- Joined: Wed Oct 15, 2008 4:43 pm
Re: Nvidia (NVDA) / Jensen Huang 02 (Jul 23 - Dec 26)
by behappyalways » Tue Sep 08, 2026 2:27 pm
NVIDIA To Buy Hugging Face For $12.9 Billion
https://www.zerohedge.com/ai/nvidia-buy ... 29-billion
https://www.zerohedge.com/ai/nvidia-buy ... 29-billion
血要热 头脑要冷 骨头要硬
- behappyalways
- Millionaire Boss
- Posts: 45889
- Joined: Wed Oct 15, 2008 4:43 pm
Re: Nvidia (NVDA) / Jensen Huang 02 (Jul 23 - Dec 26)
by behappyalways » Wed Sep 09, 2026 3:03 pm
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
NVIDIA Earnings Explode! What Did Jensen Huang Secretly Reveal? Feng-Hsin Chen Breaks Down the Ke...
https://m.youtube.com/watch?v=skzQ3-OTn9o
血要热 头脑要冷 骨头要硬
- behappyalways
- Millionaire Boss
- Posts: 45889
- Joined: Wed Oct 15, 2008 4:43 pm
Who is online
Users browsing this forum: No registered users and 16 guests