Browsing: Nvidias

Nvidia’s massive head start in artificial intelligence turned the chipmaker into the world’s most valuable company. Now, almost four years into the generative AI boom, competitors like Advanced Micro Devices and Google have chipped away at Nvidia’s technology lead, pushing the company to take advantage of its other great asset: capital

The US chipmaker said last week it had signed memorandums of understanding with Wall Street’s largest asset managers, including Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs and KKR to raise upwards of half a trillion dollars for AI companies to borrow against, money that will buy its chips and build the servers…

Of late, Micheal Burry has been skeptical on the developments in the technology sector. Recently, Burry disclosed short positions in Oracle (ORCL) and Nebius Group (NBIS) citing “rising leverage risks linked to off-balance-sheet commitments across the technology and cloud sectors.” 

(Bloomberg) — Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp

Goldman Sachs is talking with potential investors about participating in Nvidia’s $500 billion artificial intelligence financing initiative that was announced Monday (Aug. 10), Reuters reported Friday (Aug. 13)

Nvidia’s chip-and-investment deals with AI companies have fueled concerns that such arrangements may be artificially boosting chip demand and valuations across the sector

Investing.com — Nvidia’s five-year credit default swap surged to a record 82 basis points on Monday, July 27, its largest single-day intraday gain since the contract began actively trading in November 2025

After losing roughly $1 trillion in market value in less than two months, Nvidia Corp.’s stock is the cheapest it’s been since before the AI boom kicked off and sent the shares into the stratosphere

Nvidia (NVDA) could be about to aggressively unleash share buybacks after a prolonged stretch of weakness in the stock