WS #14238
Nvidia's $500B AI financing platform with six Wall Street firms and a potential $3B investment in SoftBank's SB Energy for an OpenAI Ohio data center signal continued massive AI capex, bullish for NVDA and AI infrastructure. Apple has reportedly trained a custom AI model for China with Alibaba's Qwen, potentially becoming the first foreign company approved to offer its own AI model in China, boosting iPhone competitiveness.
Nvidia $500B AI infrastructure financing and SB Energy investment
Nvidia's $500B AI financing platform with six Wall Street firms and a potential $3B investment in SoftBank's SB Energy for an OpenAI Ohio data center signal continued massive AI capex, bullish for NVDA and AI infrastructure.
Apple has reportedly trained a custom AI model for China with Alibaba's Qwen, potentially becoming the first foreign company approved to offer its own AI model in China, boosting iPhone competitiveness.