Innlegg

WSJ: Nvidia cut the proposed guarantee behind OpenAI's Ohio campus from $250B to less than $120B. $NVDA $225, -0.18% AH. That removes more than $130B of near-term guarantee exposure versus the original structure. More important, it says the market is underwriting Ohio in phases rather than treating the full 10GW headline as committed demand. Phase one is the active bridge for $NVDA and the AI infra stack. The back half #WeakConsumptionFedSplit #OpenAIAnthropicRace #SKHynixCapexSurge