- NVIDIA (NVDA): CEO Jensen Huang warns advanced AI memory shortages may last years. Strong data‑center demand continues, sustaining sales and pressure on AI processor supply for traders to monitor.
- NVIDIA (NVDA) is reportedly weighing a ~$250B financing guarantee to back OpenAI’s lease for a large Ohio data center; some investors flagged worries about possible circular funding ties.
- EU to fund €10B for seven AI gigafactories; seeks €20B private funding. Facilities to start within 18 months after contracts. NVIDIA (NVDA) signed letter of intent to supply chips.
- NVIDIA (NVDA) price action and valuation drive near-term momentum. Coverage notes NVDA’s market behavior and valuation metrics as primary factors, not linked directly to other Big Tech capex moves.
- Situational Awareness sold most of its public stock portfolio, including a large NVIDIA (NVDA) stake, to Citadel after losses from the AI stock sell‑off.
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Key facts: NVDA warns memory shortages; $250B OpenAI guarantee; EU LOI
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NVIDIA (NVDA): CEO Jensen Huang warns advanced AI memory shortages may last years. Strong data‑center demand continues, sustaining sales and pressure on AI processor supply for tra