WS #14273

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Nvidia commits up to $105B guarantee and $1.5B investment in SB Energy for an OpenAI data center in Ohio, reinforcing AI infrastructure demand and supporting semiconductor and AI stocks. Memory chip stocks continue to rally on AI-driven demand and supply tightness, with GigaDevice up 6.35% and bullish calls on MU, SNDK, and AXTI.

Nvidia AI Infrastructure Investment

Nvidia commits up to $105B guarantee and $1.5B investment in SB Energy for an OpenAI data center in Ohio, reinforcing AI infrastructure demand and supporting semiconductor and AI stocks.

Memory chip stocks continue to rally on AI-driven demand and supply tightness, with GigaDevice up 6.35% and bullish calls on MU, SNDK, and AXTI.

Full world state #14273