WS #13822
Nvidia partners with Wall Street firms on $500B AI infrastructure financing, raising circular financing concerns and sending NVDA down ~3%. Microsoft to launch Maia 300 AI chip in September, with TSMC capacity for 300k+ units, bullish for MSFT and bearish for NVDA. Apple tests CXMT memory chips for iPhones and MacBooks, a supply-chain diversification move with regulatory hurdles.
Nvidia $500B AI Financing Deal
Nvidia partners with Wall Street firms on $500B AI infrastructure financing, raising circular financing concerns and sending NVDA down ~3%.
Microsoft to launch Maia 300 AI chip in September, with TSMC capacity for 300k+ units, bullish for MSFT and bearish for NVDA.
Apple tests CXMT memory chips for iPhones and MacBooks, a supply-chain diversification move with regulatory hurdles.