$NVIDIA(NVDA)$ Nvidia will inv-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Nvidia will invest US$1.5 billion in SoftBank-backed SB Energy and secure up to 8 gigawatts of AI computing capacity at an Ohio campus being built by the data centre developer for OpenAI.

The deal is the latest where Nvidia is financing the ecosystem consuming its chips, a strategy that has helped fuel demand but also drawn scrutiny over the circular flows of funds from the chipmaker to its biggest customers.

Leading tech firms are increasingly tying together chips, power and data centre development as they race to secure the infrastructure needed for increasingly power-hungry AI models.

Nvidia Moves Optics Into the Package — Marvell +5.5%, Who Gets Left Behind?

Optics was Monday's theme: AXT +17.55%, Marvell +5.54%, Applied Optoelectronics +3.07%, HTGD +1.75%. Nvidia said its CPO-based Spectrum-X Photonics switch is in mass production, claiming 5x network power efficiency and 10x mean time between failures versus pluggable optics — CPO moving from validation to deployment, repricing everything from lasers to switch chips. The catch: CPO at scale takes share from pluggable modules, so the chain splits. Coherent beat and raised, then fell 7.99% the next day. HTGD reports interim results Friday. AXT, Marvell, AAOI, or HTGD?

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Comments

tinkie
08-19 09:12
tinkie
Smart move. That 8GW capacity lock matters more than one quarter's numbers if Nvidia wants to stay the AI infrastructure core.
VivianChua
00:51
VivianChua
Nice 💚💚💚

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