WS #12800
Nvidia in talks to guarantee $250B for OpenAI data center project, per WSJ and multiple sources, signaling massive AI infrastructure investment and bullish for NVDA and AI ecosystem. Apple, Amazon, Meta earnings due this week; Fed rate hike odds at 38%; Big Tech buybacks slowing as AI capex surges, with S&P 500 Buyback Index lagging by 30%.
Nvidia-OpenAI $250B Financing Talks
Nvidia in talks to guarantee $250B for OpenAI data center project, per WSJ and multiple sources, signaling massive AI infrastructure investment and bullish for NVDA and AI ecosystem.
Apple, Amazon, Meta earnings due this week; Fed rate hike odds at 38%; Big Tech buybacks slowing as AI capex surges, with S&P 500 Buyback Index lagging by 30%.