CEO Jensen Huang went on an AI deal spree in August. Nvidia plans to invest $18 billion more this fiscal year.
THE SO WHAT
An extra $18B into model makers and infra this fiscal year is Nvidia seeding its own demand flywheel—tying future software and services growth to its hardware footprint. If you’re an AI startup, expect more strategic capital that comes with ecosystem expectations; if you’re a buyer, watch where this money lands to see which stacks will be best supported three years out.
READ THE SOURCE
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