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: The Numbers Are Still Extraordinary. The Financing Around AI Is Getting Stranger.

Nvidia’s growth remains exceptional, but AI infrastructure is increasingly financed through complex partnerships and guarantees. I examine what that means for NVDA’s valuation.

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