WS #12843
Nvidia in talks to provide up to $250B in financing guarantees for OpenAI's $500B, 10-gigawatt Ohio data center, a massive bullish signal for NVDA and AI infrastructure. Apple surpasses Nvidia as most valuable company with $4.94T market cap vs NVDA's $4.74T, signaling rotation within mega-cap tech. Palantir spikes after Oppenheimer projects 85% YoY revenue surge, adding ~$20.4B in market cap. Salesforce awarded $1.6B three-year Veteran Affairs contract to integrate AI into healthcare workflows.
Nvidia-OpenAI $250B AI Data Center Backstop
Nvidia in talks to provide up to $250B in financing guarantees for OpenAI's $500B, 10-gigawatt Ohio data center, a massive bullish signal for NVDA and AI infrastructure.
Apple surpasses Nvidia as most valuable company with $4.94T market cap vs NVDA's $4.74T, signaling rotation within mega-cap tech.
Palantir spikes after Oppenheimer projects 85% YoY revenue surge, adding ~$20.4B in market cap.
Salesforce awarded $1.6B three-year Veteran Affairs contract to integrate AI into healthcare workflows.