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16 Why Investors Shouldn’t Panic About Nvidia’s Commitments

The Information
Martin Peers @ The Information 1 place · today 20:01 EDT

Talk about a nervous market! Shares of Nvidia fell 5% on Monday on news of a $500 billion partnership the AI chip giant struck with South Korean conglomerate SK Group, along with a Wall Street Journal report that Nvidia was separately in talks to help OpenAI finance a $500 billion data center campus in Ohio. Investors should take a chill pill: Neither of these deals was actually news. Nor were they fully fleshed out.For instance, Nvidia and SK have only signed letters of intent to formalize a partnership, t

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