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← @eldaminato

$NVDA

BEARISH2026-08-11
Price around the call
↓ 2026-08-11
By horizonMaturing · ~1 trading days to go
1d
…
5d
✓ -2.5%
21d
…
Original post
Damian Brik · 2026-08-11

Anoche el CEO de $NVDA compartió información muy relevante sobre cómo quieren impulsar la infraestructura de IA a nivel global, la cual requiere enorme cantidad de inversiones de capital. ▪️Nvidia anunció alianzas con Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs y KKR para crear plataformas de financiamiento independientes que movilicen mas de USD 500.000 millones de capital a través de terceros para la construcción de fábricas de IA a lo largo del tiempo. ▪️Planteó que el cómputo de IA está pasando a ser una clase de activo invertible, como si fuera una fábrica productiva (ya no es comprar chips). Eso significa dejar atrás el modelo de comprar GPUs y construir Data Centers proyecto a proyecto, para en cambio poder financiarlo como infraestructura con capital institucional y

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