AI financing

Nvidia’s $105 Billion OpenAI Guarantee: When Chip Demand Starts Financing Itself

Nvidia may guarantee up to $105 billion for an OpenAI data-center lease. I examine what this says about AI demand, circular financing and Nvidia’s valuation.

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Nvidia Stock After Q2 FY2027: $96 Billion of Revenue—and the Working-Capital Shadow

Nvidia’s Q2 FY2027 revenue reached $96.2 billion. A close look at margins, cash conversion, AI financing, China risk and the $5.09 trillion valuation.

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