$NVDA Okay, so let’s talk about what Nvidia actually announced today… I’ll present the bear and the bull case. I lean more bullish for reasons that are below, but I want to highlight both sides and what this means for the broader AI industry. So, what did Jensen do today that required 6 of the most important bankers to sit with him live on national television? Well, he just secured $500B of revenue for Nvidia. The entire press release is centered around financing supply for NVIDIA compute with a “rich ecosystem of offtakers built upon NVIDIA’S CUDA platform.” The announcement literally ends by saying “this will create dedicated pools of capital at significant scale at attractive rates for NVIDIA customers.” This move is not to increase supply for the demand that Broadcom, AMD, Google
在 X 查看 ↗