Times of IndiaLean R·
Why investors are worried about Nvidia despite Jensen Huang's $500 billion deals
Nvidia's recent massive deals worth $500 billion have sparked investor worries. Analysts are concerned the AI ecosystem is becoming too circular and self-reinforcing. Nvidia shares recently fell, and credit-default swap prices spiked, indicating market jitters. Hyperscalers like Microsoft and Amazon are set to report earnings this week. Investors will closely watch their capital expenditure guidance for clues.
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