Big Tech Has Started Treating Nvidia Chips Like Real Estate
Amazon is reportedly in talks to sell $8 billion of its Nvidia chips to investors and lease them back, while Nvidia explores insuring the loans behind other firms' GPUs. The AI boom is turning silicon into a securitised financial asset, and betting it ages slowly enough to be worth the paper.
Read full story →AMD Hit a Trillion Dollars, Then Bought a Reason to Stay There
AMD's market value crossed $1 trillion on real, dated contracts from OpenAI and Oracle. Days earlier it agreed to pay $8.2 billion for Fei-Fei Li's World Labs, a bet that its chips need their own killer workload, not just a lower price than Nvidia's.
Read full story →The Gaming Card Is Now Contraband
US prosecutors charged a California reseller over a $300 million scheme to route Nvidia servers into China through Southeast Asia. The telling detail: alongside data-center accelerators, the indictment names two ordinary gaming GPUs, a sign of how far export enforcement now reaches.
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