Tag: Nvidia
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AMD Crossed $1 Trillion. Its Own Price Target Says $565.
Key Takeaways AMD shares jumped 9.6% on Monday, Sept 21, 2026, to a record $613.31 — market cap above $1 trillion for the first time. That close sits about 8.5% above AMD’s own average analyst price target of $565.13 (Sept…
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GPU-Backed Loans Went Investment-Grade. The Chips Still Depreciate
Key Takeaways CoreWeave closed the first investment-grade GPU-backed loan — $8.5B, rated A3 — in March 2026. GMI Cloud is now seeking its second such loan this year: $300M, for a Thailand site tied to Tencent. The collateral is the…
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Why AI Cloud Companies Lose Money Even at 66% Gross Margins
Key Takeaways Nvidia’s gross margin was 75.0% last quarter; management guided it to 72–73% next year, pointing to memory costs. CoreWeave rents Nvidia chips. Same season: a 66% gross margin, a $626 million net loss, $640 million of interest expense.…
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Nvidia OpenAI Backstop: Who Actually Carries the Risk?
Nvidia doesn’t usually show up on the financing side of a data center deal. This time it reportedly might be the thing holding the whole structure up, and that’s a different role than the one it’s used to playing.
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Nvidia’s Jensen Huang Wants China’s AI Models Free
I keep coming back to how rare it is for a CEO to publicly lobby against restricting his own government’s regulatory instincts — and that’s exactly what happened this week.
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Apple Nearly Overtook Nvidia — Then Didn’t
The fact that this happened intraday, not at close, tells you something about how fragile the current AI valuation gap actually is.
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SK Telecom’s 15GW AI Bet Exposes a Trust Gap in AI
I keep coming back to one uncomfortable pairing this week: companies are racing to build gigawatts of AI infrastructure while quietly admitting they can’t fully verify what runs on it.