If You Own NVIDIA Stock…You Need to Understand This!!
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NVIDIA (NVDA) has signed memorandums of understanding worth upwards of $500 billion with Wall Street banks and asset managers — deals structured to help underwrite loans to the biggest builders in AI. The twist: the collateral is the GPUs themselves. NVIDIA is willing to put up to 25% of the capital behind some of these deals to show lenders it believes in the long-term value of that hardware. But MOUs are handshake deals, not binding promises. Emily Flippen walks through what this actually means for NVDA shareholders.
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