Nvidia is repurchasing $150 billion of stock in the biggest buyback in market history
THE SO WHAT
A $150B buyback — with an expanded $235B program — says Nvidia believes its AI cash flows are durable enough to return record capital while still funding capex. For operators, this underlines that GPU scarcity and pricing power are not assumed to be transient; plan for structurally high accelerator costs in your multi-year models.
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