• 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.