Nvidia targets USD 500 bn in third-party financing to fuel AI data center boom

Nvidia wants to graduate from supplying the AI boom to full-on financing it. a press release

Nvidia itself could have plenty of skin in the game.

The wager is that Nvidia’s chips can pay for themselves.

If this works, Nvidia could be laying the groundwork for an entirely new corner of the credit market.

The flip side is concentration risk:

The scale of the bet lines up with what’s already happening upstream. Reuters

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MARKETS THIS MORNING

Asian stock markets delivered mixed performance in early trading

Interest rates (CBE)

S&P Egypt Sovereign Bond Index

S&P MENA Bond & Sukuk

VIX (Volatility Index)

The EGX30 fell 0.1% at yesterday’s close