Nvidia (NVDA) Invests $1.5 Billion In SB Energy - Strong Buy (Until Sept 2026)

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.

Good morning, JC888 I'll repost your Nvidia (NVDA) posts and hope you do the same, for my posts - Let's help each other !!!

Significant Bullish Option Activity in NVDA and CRWV Stocks with Market Index Gains

On Monday, the three major U.S. stock indexes closed slightly higher, with the Dow up 0.09%, Nasdaq up 0.42%, and S&P 500 up 0.26%. Notably, NVDA and CRWV stocks experienced significant bullish option activity, jumping 6% and 14% respectively, driven by heavy call volume indicating strong bullish conviction among investors.

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chizzoo
08-19 15:42
chizzoo
8GW locked in is the big deal here, that ecosystem moat just got wider. For the next two years, capacity looks protected

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