WS #14269
Holding: newest synthesis is 51d 1h old
Nvidia's $105B guarantee for OpenAI's Ohio data center confirmed, with SEC guidance removing risk rules, supporting AI capex narrative. Memory chip stocks surge on Apple's potential use of Chinese chips and tight supply; Sandisk, Micron, SK Hynix lead.
AI Infrastructure & Nvidia
Nvidia's $105B guarantee for OpenAI's Ohio data center confirmed, with SEC guidance removing risk rules, supporting AI capex narrative.
Memory chip stocks surge on Apple's potential use of Chinese chips and tight supply; Sandisk, Micron, SK Hynix lead.