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27 Aug 2026 2 minute read 0 comments Perfectionist25
As the capital required to build the next generation of AI infrastructure surpasses the limitations of traditional Wall Street financing, Nvidia ($NVDA) is quietly assuming a new role: lender of last resort. According to a discussion on the "All-In"...
22 Aug 2026 2 minute read 0 comments Perfectionist25
Nvidia (NVDA) has taken an important step that could open the door to a new era in artificial intelligence investments. The company aims to create over $500 billion in financing capacity for artificial intelligence infrastructure by collaborating wit...
11 Jun 2026 1 minute read 0 comments Perfectionist25
NVIDIA has announced a series of agreements with South Korean giants in the AI infrastructure race. I've compiled them for you. This visit is not just a diplomatic tour. Nvidia is connecting all the links in its AI factory ecosystem one by one: SK...
31 May 2026 2 minute read 0 comments Perfectionist25
A recent analysis published by JR Research sheds light on one of the biggest paradoxes in the financial world: Despite Nvidia literally "showing off" in its Q1 results and increasing its annual revenue to $216 billion (3.5 times FY2024), the market r...
14 Dec 2025 3 minute read 3 comments Perfectionist25
Sometimes a single sentence can shake the world's minds. Last week, Elon Musk's speech at the US-Saudi Arabia Investment Forum in Washington, D.C., was headlined with just such a statement: "Work will be optional in the future." The true subtext of t...
31 Aug 2024 4 minute read 0 comments Perfectionist25
Last week, the Jackson Hole event, where central bank governors came together, was the most talked about event in global markets. Powell's statements last Friday indicate that the two-year fight against inflation is nearing its end. During this proce...
25 May 2024 2 minute read 1 comment Perfectionist25
They set new records with non-GAAP EPS of $6.12 (topping estimates by $0.54) and revenue of $26.04 billion (topping estimates by $1.45 billion). The company reported record quarterly revenue of $22.6 billion in its data warehouses arm, a 427% increas...
19 Apr 2024 7 minute read 0 comments Perfectionist25
Nvidia's balance sheet is an important balance sheet. Because Nvidia is now the new Apple. We used to look at Apple. We used to wonder what Apple would bring. Apple was replaced by Nvidia. In fact, remember, in the last balance sheet period, Apple de...
20 Mar 2024 10 minute read 0 comments Perfectionist25
Jensen Huang, founder of Nvidia, looks more like a rockstar than a technology company CEO. Exactly 11,000 people came to the Nvidia developers conference the day before. The conference was broadcast live. I'm sure millions watched there too, and tech...
