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- $196.44
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- $215.38 +9.6%
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The bull narrative for Nvidia is simple: demand massively outpaces supply, and will for years to come. But that's hard to square with the flood of circular-financing deals. In just the past few days: * [Nvidia is in talks to guarantee \~$250B of financing for an OpenAI data center](https://finance.yahoo.com/technology/ai/articles/nvidia-talks-openai-guarantee-250-233930971.html), plus separately finance up to \~$350B of OpenAI's chip purchases. * [Nvidia quietly signed leases worth up to $50B for an entire Texas data center](https://www.ft.com/content/685014e7-47dd-471b-a585-1b9b73ce5d6f?syn-25a6b1a6=1) (Hut 8) to house its own …
— ORIGINAL POST ·
Circular financing is already a tell of softer Nvidia demand
· r/ValueInvesting
· Jul 28, 2026