WS #12842
Nvidia in talks to provide up to $250B in financing guarantees for OpenAI's $500B, 10-gigawatt AI data center in Ohio, a massive bullish signal for AI infrastructure. Apple reclaims most valuable company title from Nvidia with $4.94T market cap vs NVDA $4.74T, signaling rotation within mega-cap tech. Salesforce lands $1.6B Veteran Affairs deal to integrate AI into healthcare workflows, sending stock up 7%. Palantir spikes after Oppenheimer projects 85% YoY revenue surge and full-year guidance upward by over 75%, adding ~$20.4B market cap.
Nvidia-OpenAI $250B Data Center Backstop
Nvidia in talks to provide up to $250B in financing guarantees for OpenAI's $500B, 10-gigawatt AI data center in Ohio, a massive bullish signal for AI infrastructure.
Apple reclaims most valuable company title from Nvidia with $4.94T market cap vs NVDA $4.74T, signaling rotation within mega-cap tech.
Salesforce lands $1.6B Veteran Affairs deal to integrate AI into healthcare workflows, sending stock up 7%.
Palantir spikes after Oppenheimer projects 85% YoY revenue surge and full-year guidance upward by over 75%, adding ~$20.4B market cap.