$NVIDIA(NVDA)$   Nvidia will invest US$1.5 billion in SoftBank-backed SB Energy and secure up to 8 gigawatts of AI computing capacity at an Ohio campus being built by the data centre developer for OpenAI. The deal is the latest where Nvidia is financing the ecosystem consuming its chips, a strategy that has helped fuel demand but also drawn scrutiny over the circular flows of funds from the chipmaker to its biggest customers. Leading tech firms are increasingly tying together chips, power and data centre development as they race to secure the infrastructure needed for increasingly power-hungry AI models. @JC888  Good morning, JC888 I'll repost your Nvi

$NVIDIA(NVDA)$   NVIDIA has lined up more than $500 billion in third-party capital from firms like BlackRock and Goldman Sachs to finance GPU capacity through special purpose vehicles. This structure shifts credit risk from NVIDIA's balance sheet to institutional investors while securing future demand and strengthening the company's competitive position against AMD. Analysts reaffirmed Buy or Overweight ratings with high price targets, and a technical breakout could push NVIDIA's stock toward approximately $270 ahead of late-August earnings. Let's grow together and live in harmony !

$NVIDIA(NVDA)$   The Companies Powering Nvidia’s Vera Rubin AI Infrastructure Buildout: $NVDA’s Vera Rubin platform is entering large-scale production, bringing major changes to AI infrastructure. The next generation of AI racks will feature significantly more HBM memory, transition from traditional pluggable optics to co-packaged optics (CPO), and adopt an 800VDC power architecture for greater efficiency. These shifts create opportunities across multiple segments of the semiconductor and AI supply chain. Memory & Storage (Higher content per AI rack) As AI models become more demanding, memory bandwidth, storage capacity and data throughput continue to increase, benefiting companies such as $MU, $SNDK, $SKHY and Samsung. Advanced Pac