#AI stocks continue to rise—what other investment opportunities are there?
Firmus, backed by Nvidia, plans to raise about $10 billion by combining debt and equity to procure Nvidia chips for its data centers in Indonesia; the same company also plans to conduct an IPO in Australia by late October, potentially raising up to $5 billion. The money flows first into compute power, then into chip orders—within this chain, the beneficiaries are the ones selling cards, not the ones issuing tokens.
Compute-power financing continues to ramp up; in the near term it looks more like a continuation than a pullback. But if these purchases fail to materialize for a long time, the narrative will cool before the orders do.
$AVGO $MSFT $GOOGL
Firmus, backed by Nvidia, plans to raise about $10 billion by combining debt and equity to procure Nvidia chips for its data centers in Indonesia; the same company also plans to conduct an IPO in Australia by late October, potentially raising up to $5 billion. The money flows first into compute power, then into chip orders—within this chain, the beneficiaries are the ones selling cards, not the ones issuing tokens.
Compute-power financing continues to ramp up; in the near term it looks more like a continuation than a pullback. But if these purchases fail to materialize for a long time, the narrative will cool before the orders do.
$AVGO $MSFT $GOOGL