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Friday 13 November 2026

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Topic

Nvidia

2 stories

Amazon’s $8bn Nvidia ‘chip offload’ is really a leaseback

Amazon's $8bn Nvidia chips deal, as reported by the FT, isn't a sale - it's a leaseback structure to keep AI capex off the balance sheet. Keith Howard · 2 Oct

11 May08:58

Nvidia Has Been Hammered All Year, The Analysts Who Called the Bottom Just Made Their Move

You would have had an odd impression of Nvidia earlier this spring if you had strolled past the trading desks in Lower Manhattan. The atmosphere surrounding the AI trade had… News Team · 11 May