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<p>Jensen Huang has put roughly $2 billion into $CRWV & $NBIS each.

Neoclouds like Nebius and CoreWeave need to finance $16 to $20 billion in capex this year alone.

Historically, that meant either torching the balance sheet with debt or diluting shareholders through equity raises.

Jensen Huang is essentially telling banks "lend to these Neoclouds to buy our GPUs and we'll make sure the revenue is there to back it up."

Nvidia is removing the single biggest constraint on Neocloud growth: access to cheap capital.

That solves the single biggest bottleneck for names like Nebius and CoreWeave.</p>

Jensen Huang has put roughly $2 billion into $CRWV & $NBIS each.
Neoclouds like Nebius and CoreWeave need to finance $16 to $20 billion in capex this year alone.
Historically, that meant either torching the balance sheet with debt or diluting shareholders through equity raises.
Jensen Huang is essentially telling banks "lend to these Neoclouds to buy our GPUs and we'll make sure the revenue is there to back it up."
Nvidia is removing the single biggest constraint on Neocloud growth: access to ch

Jensen Huang has put roughly $2 billion into $CRWV & $NBIS each. Neoclouds like Nebius and CoreWeave need to finance $16 to $20 billion in capex this year alone. Historically, that meant either torching the balance sheet with debt or diluting shareholders through equity raises. Jensen Huang is essentially telling banks "lend to these Neoclouds to buy our GPUs and we'll make sure the revenue is there to back it up." Nvidia is removing the single biggest constraint on Neocloud growth: access to cheap capital. That solves the single biggest bottleneck for names like Nebius and CoreWeave.

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