WS #14263
Nvidia invests $1.5B in SB Energy and guarantees up to $105B for OpenAI's Ohio data center, but guarantee cut from $217.5B; reinforces AI capex cycle. Dan Loeb exits Nvidia, Meta, Broadcom for WBD; Berkshire exits Constellation Brands; Druckenmiller adds Amazon, Alphabet, TSM. Micron, Sandisk, SK Hynix rally for fifth straight session on AI data center investment; BofA sees 34% annual earnings growth for MU.
Nvidia-OpenAI data center financing
Nvidia invests $1.5B in SB Energy and guarantees up to $105B for OpenAI's Ohio data center, but guarantee cut from $217.5B; reinforces AI capex cycle.
Dan Loeb exits Nvidia, Meta, Broadcom for WBD; Berkshire exits Constellation Brands; Druckenmiller adds Amazon, Alphabet, TSM.
Micron, Sandisk, SK Hynix rally for fifth straight session on AI data center investment; BofA sees 34% annual earnings growth for MU.