NVIDIA

NVIDIA Is Financing Its Customers. The Goal Is Bigger Than the Next Chip Order.

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Abstract graphic of connected infrastructure nodes representing NVIDIA financing its AI customers

BOTTOM LINE NVIDIA isn’t just selling chips anymore. It’s writing checks, taking equity, and guaranteeing leases for the companies that buy those chips. In the past year its unlisted equity investments rose from about $3 billion to $42 billion, and it just backed a $105 billion lease guarantee for a single Ohio campus. The goal … Read more

NVIDIA Just Filled the One Gap Left in Its AI Stack

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NVIDIA and Kumo AI logos illustrating NVIDIA's acquisition of the predictive analytics startup Kumo AI

BOTTOM LINE NVIDIA just spent more than $400 million on Kumo AI, a four-year-old startup that predicts business outcomes like churn, credit risk, and demand, directly from a company’s own data tables. It’s a small deal by NVIDIA’s standards, buried under bigger headlines about GPUs and gigawatt campuses. But it closes the one gap left … Read more