
NVIDIA
Enduring value guardian$NVIDIA(NVDA.US) reducing the OpenAI guarantee is smart risk management. They still back AI, just not at $250B. The $21B SpaceX stake is a long-term moat play. SG +24.2% exports show the cycle isn’t dead.


☕️ [Task Coins Giveaway] Daily Market Talk — Nvidia Trims OpenAI Bet as SG Exports Jump
Nvidia is scaling back a massive AI bet: the Wall Street Journal reported the chipmaker is cutting its financing guarantee for OpenAI's Ohio data center from $250B to under $120B, even as it disclosed...
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