"This is not business as usual. This is risk," Burry said of Nvidia's surge in purchase obligations.
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Some veteran market watchers warn the deal is essentially vendor financing — Nvidia giving OpenAI money so OpenAI can turn around…
There's a theory that Nvidia may have crossed a threshold where traditional equity dynamics no longer apply.
Shareholder returns are coming back into focus amid the semiconductor boom.
Broadcom's custom chips are no threat to Nvidia, according to the latter's CEO.
Investors may be concerned that a more balanced supply-demand environment could pressure Nvidia's ability to sustain elevated…
Top investor Paul Meeks said that CoreWeave's backstop from Nvidia could absorb "any extra capacity for seven years" given their…
