WS #12867
Nvidia plans $250B guarantee for OpenAI data center lease, reviving fears of AI capex bubble and Big Tech credit risks; Nvidia shares fell 5%. Apple passed Nvidia as world's most valuable company as Nvidia fell 5% on AI spending concerns; Apple up 24% YTD vs Nvidia +4%.
Nvidia AI spending concerns resurface
Nvidia plans $250B guarantee for OpenAI data center lease, reviving fears of AI capex bubble and Big Tech credit risks; Nvidia shares fell 5%.
Apple passed Nvidia as world's most valuable company as Nvidia fell 5% on AI spending concerns; Apple up 24% YTD vs Nvidia +4%.