WS #14274
Nvidia invests $1.5B in SB Energy and guarantees up to $105B for OpenAI data center in Ohio, reinforcing AI capex cycle. Memory chip stocks continue strong post-earnings run, with optical stocks gaining and bullishness on MU, SNDK, and AXTI.
Nvidia AI Infrastructure Investment
Nvidia invests $1.5B in SB Energy and guarantees up to $105B for OpenAI data center in Ohio, reinforcing AI capex cycle.
Memory chip stocks continue strong post-earnings run, with optical stocks gaining and bullishness on MU, SNDK, and AXTI.