In the AI gold rush, Nvidia is selling picks, investing in mines, and bankrolling prospectors. That's according to Rob Lalka, a business professor and Big Tech expert.
Nvidia announced this week that Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR were willing to commit up to $500 billion to build AI data centers. That eye-popping figure got a lot of the attention, but the bigger story is Nvidia's effort to create a secondary market for aging GPUs.
Corporate America is expected to pour some $770 billion into AI infrastructure in 2026, and the credit markets are starting to ask a pointed question: whose money is actually paying for it?
On paper, the technicals for the stock look positive. After closing above $224 on Wednesday, the share price is sitting comfortably above all of its 20-day, 50-day, and 200-day moving averages.
Jensen Huang doesn't rattle easily. The CEO of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has spent the past three years narrating an AI buildout that has pushed his company to a $5.18 trillion market cap.
David Tepper's Appaloosa Management nearly doubled its Amazon (NASDAQ:AMZN | AMZN Price Prediction) stake in the first quarter of 2026, adding roughly 2.14 million shares to bring the total to about 4.3 million, a position worth approximately $900 million and disclosed in a 13F filed May 15.
I keep buying NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and the buy button has become a habit.
Japan's biggest industrial companies are building their AI and robotics future around Nvidia, which could create a steady stream of demand for years. Nvidia isn't just selling GPUs; it's becoming part of the infrastructure behind Japan's next generation of factories and robots.
As Nvidia Corp. (NASDAQ: NVDA) stock price rallied over 17% between July 29, 2026, and August 12, more Wall Street analysts expect the company's share to hit a new all-time high (ATH) over the next 12 months.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) really captured the hearts and investment dollars of some of the biggest titans on Wall Street.
Nvidia stock (NVDA) rose early Wednesday as investors appeared to take some comfort from a new financing initiative involving six of Wall Street's biggest investment firms. Shares rose around 3% to about $223 in early trading.
NVDA's $500B financing push is likely to lower AI factory funding barriers, boosting demand for GPUs, networking products and software.