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▶ 1:05 · $NVDA · The AI Bubble is The Housing Crisis

now playing · $NVDA

Nvidia GPUs emerge as new asset class with $500B financing MOU from Wall Street giants

Jensen Huang orchestrated a memorandum of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create a $500B GPU financing facility, positionin…

$KKR···neutral· lowjosh kale

KKR joins $500B GPU financing consortium

KKR is among the financial institutions participating in the Nvidia GPU financing MOU.

$APO···neutral· lowjosh kale

Apollo joins $500B GPU financing MOU with $1T AUM

Apollo Global Management ($1T AUM) is a key participant in the Nvidia GPU financing consortium, providing private credit for the new asset class.

$BX···neutral· lowjosh kale

Blackstone joins $500B GPU financing MOU with $1.3T AUM

Blackstone ($1.3T AUM) participates in the GPU financing consortium alongside other Wall Street giants.

$BN···neutral· lowjosh kale

Brookfield joins $500B GPU financing MOU with >$1T AUM

Brookfield (>$1T AUM) is part of the financial consortium backing Nvidia GPU financing.

$NVDA···bullish· highjosh kale

Nvidia provides 25% depreciation insurance and takes revenue splits from AI labs

Nvidia is backstopping GPU financing with 25% depreciation insurance ($125B ceiling) and securing 10% revenue splits from frontier labs like Safe Superintelligence, creating a new…

$SAFE-SUPERINTELLIGENCEbullish· lowjosh kale

Nvidia takes 10% revenue split in Safe Superintelligence GPU financing deal

Nvidia is fronting GPU capital to Ilya Sutskever's new lab in exchange for a 10% revenue share, creating a recurring revenue stream tied to frontier model breakthroughs.

$NBIS···bullish· lowjosh kale

Nebius mentioned as Neocloud with strong earnings alongside CoreWeave

Nebius is cited as another Neocloud provider reporting strong earnings, benefiting from the GPU financing ecosystem.

$CRWV···bullish· mediumjosh kale

CoreWeave reports 464% YoY revenue growth and A100 contracts through 2029

Neocloud provider CoreWeave demonstrates extreme GPU demand with 464% revenue growth and long-term A100 contracts extending to 2029, validating the GPU asset class thesis.

$GS···neutral· lowjosh kale

Goldman Sachs CEO David Solomon contextualizes $500B vs $9T money markets

Goldman Sachs (David Solomon) views the $500B GPU financing as manageable relative to $9T US money market funds and $100T+ US equities, signaling institutional comfort with scale.

$BLK···bullish· mediumjosh kale

BlackRock's Larry Fink calls GPU financing 'very attractive' with long-dated returns

Larry Fink endorses the GPU asset class as a 'very attractive opportunity with long-dated, long-term returns' and plans to distribute via pension funds, providing major institutio…

$AVGO···neutral· mediumjosh kale

Broadcom TPU leasing precedent with residual value guarantees validates GPU asset-class model

Google and Anthropic's TPU financing through SPVs with Broadcom residual guarantees and Apollo/Blackstone private credit proves the GPU asset-backed lending model works at smaller…

$NVDA···bullish· highjosh kale

Supply constrained through 2028-2029: memory capacity growing 20% vs 45% demand compounding

Physical supply constraints (TSMC wafer capacity, memory, packaging) create a structural GPU shortage through at least 2028-2029, with memory capacity growing only 20% annually wh…

$GOOGL···bullish· mediumjosh kale

Google's AI backlog doubled to $460B, signaling sustained hyperscaler demand

Google's cloud backlog doubled to $460B by mid-year, indicating accelerating enterprise AI demand that will continue to drive GPU consumption across hyperscalers.

$NVDA···bullish· highjosh kale

GPU useful life extending: A100s from 2020 now contracted through 2029

Contrary to typical hardware depreciation, Nvidia GPUs are showing increasing useful life — CoreWeave signed A100 contracts extending to 2029 (vs 3.5-year original lifecycle) due…

$CRWV···bullish· mediumjosh kale

CoreWeave reports 464% YoY revenue growth and signs A100 contracts through 2029

CoreWeave's explosive revenue growth and long-term A100 GPU rental contracts extending to 2029 demonstrate sustained inference demand and prove older GPU generations remain produc…

$TSM···neutral· mediumjosh kale

TSMC wafer capacity is the fundamental bottleneck limiting GPU production scaling

GPU production cannot scale quickly due to hard constraints at TSMC (wafer capacity, lithography, packaging), creating a structural supply ceiling that supports pricing power.

$NVDA···bullish· mediumjosh kale

Nvidia GPUs become new asset class via $500B financing consortium with 25% depreciation backstop

Jensen Huang orchestrated a $500B MOU with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to finance GPU purchases, offering 25% depreciation insurance and takin…

$SPCX···bullish· mediumjosh kale

SpaceX building ultra-dense data centers (1/3 footprint) exclusively with Nvidia GPUs

SpaceX's AI team is constructing 'Micro Hard' data center at one-third the footprint of 'Macro Hard' while housing 200K GPUs, demonstrating unprecedented density and exclusive Nvi…

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▶ 1:05 · $NVDA · The AI Bubble is The Housing Crisis

now playing · $NVDA

$NVDA···bullish· highjosh kale

Nvidia GPUs emerge as new asset class with $500B financing MOU from Wall Street giants

Jensen Huang orchestrated a memorandum of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create a $500B GPU financing facility, positionin…

$KKR···neutral· lowjosh kale

KKR joins $500B GPU financing consortium

KKR is among the financial institutions participating in the Nvidia GPU financing MOU.

$APO···neutral· lowjosh kale

Apollo joins $500B GPU financing MOU with $1T AUM

Apollo Global Management ($1T AUM) is a key participant in the Nvidia GPU financing consortium, providing private credit for the new asset class.

$BX···neutral· lowjosh kale

Blackstone joins $500B GPU financing MOU with $1.3T AUM

Blackstone ($1.3T AUM) participates in the GPU financing consortium alongside other Wall Street giants.

$BN···neutral· lowjosh kale

Brookfield joins $500B GPU financing MOU with >$1T AUM

Brookfield (>$1T AUM) is part of the financial consortium backing Nvidia GPU financing.

$NVDA···bullish· highjosh kale

Nvidia provides 25% depreciation insurance and takes revenue splits from AI labs

Nvidia is backstopping GPU financing with 25% depreciation insurance ($125B ceiling) and securing 10% revenue splits from frontier labs like Safe Superintelligence, creating a new…

$SAFE-SUPERINTELLIGENCEbullish· lowjosh kale

Nvidia takes 10% revenue split in Safe Superintelligence GPU financing deal

Nvidia is fronting GPU capital to Ilya Sutskever's new lab in exchange for a 10% revenue share, creating a recurring revenue stream tied to frontier model breakthroughs.

$NBIS···bullish· lowjosh kale

Nebius mentioned as Neocloud with strong earnings alongside CoreWeave

Nebius is cited as another Neocloud provider reporting strong earnings, benefiting from the GPU financing ecosystem.

$CRWV···bullish· mediumjosh kale

CoreWeave reports 464% YoY revenue growth and A100 contracts through 2029

Neocloud provider CoreWeave demonstrates extreme GPU demand with 464% revenue growth and long-term A100 contracts extending to 2029, validating the GPU asset class thesis.

$GS···neutral· lowjosh kale

Goldman Sachs CEO David Solomon contextualizes $500B vs $9T money markets

Goldman Sachs (David Solomon) views the $500B GPU financing as manageable relative to $9T US money market funds and $100T+ US equities, signaling institutional comfort with scale.

$BLK···bullish· mediumjosh kale

BlackRock's Larry Fink calls GPU financing 'very attractive' with long-dated returns

Larry Fink endorses the GPU asset class as a 'very attractive opportunity with long-dated, long-term returns' and plans to distribute via pension funds, providing major institutio…

$AVGO···neutral· mediumjosh kale

Broadcom TPU leasing precedent with residual value guarantees validates GPU asset-class model

Google and Anthropic's TPU financing through SPVs with Broadcom residual guarantees and Apollo/Blackstone private credit proves the GPU asset-backed lending model works at smaller…

$NVDA···bullish· highjosh kale

Supply constrained through 2028-2029: memory capacity growing 20% vs 45% demand compounding

Physical supply constraints (TSMC wafer capacity, memory, packaging) create a structural GPU shortage through at least 2028-2029, with memory capacity growing only 20% annually wh…

$GOOGL···bullish· mediumjosh kale

Google's AI backlog doubled to $460B, signaling sustained hyperscaler demand

Google's cloud backlog doubled to $460B by mid-year, indicating accelerating enterprise AI demand that will continue to drive GPU consumption across hyperscalers.

$NVDA···bullish· highjosh kale

GPU useful life extending: A100s from 2020 now contracted through 2029

Contrary to typical hardware depreciation, Nvidia GPUs are showing increasing useful life — CoreWeave signed A100 contracts extending to 2029 (vs 3.5-year original lifecycle) due…

$CRWV···bullish· mediumjosh kale

CoreWeave reports 464% YoY revenue growth and signs A100 contracts through 2029

CoreWeave's explosive revenue growth and long-term A100 GPU rental contracts extending to 2029 demonstrate sustained inference demand and prove older GPU generations remain produc…

$TSM···neutral· mediumjosh kale

TSMC wafer capacity is the fundamental bottleneck limiting GPU production scaling

GPU production cannot scale quickly due to hard constraints at TSMC (wafer capacity, lithography, packaging), creating a structural supply ceiling that supports pricing power.

$NVDA···bullish· mediumjosh kale

Nvidia GPUs become new asset class via $500B financing consortium with 25% depreciation backstop

Jensen Huang orchestrated a $500B MOU with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to finance GPU purchases, offering 25% depreciation insurance and takin…

$SPCX···bullish· mediumjosh kale

SpaceX building ultra-dense data centers (1/3 footprint) exclusively with Nvidia GPUs

SpaceX's AI team is constructing 'Micro Hard' data center at one-third the footprint of 'Macro Hard' while housing 200K GPUs, demonstrating unprecedented density and exclusive Nvi…