#英伟达ipo前再购15亿美元sbenergy股份
👉 电和算力绑一起了
Before Nvidia’s listing on SB Energy, it bought an additional $1.5 billion stake.
Total commitments were pushed up to $3.0 billion.
The company is in the business of providing power and data center infrastructure.
Its reported IPO size is $50 billion.
In August, Huang Renxun made a series of investment moves.
The company said it plans to invest another $18 billion in the current fiscal year.
For the Ohio data center built for OpenAI, Nvidia provides up to $105 billion in financing support.
Power and compute are tied together on the same balance sheet.
Data centers need electricity; electricity requires long-term contracts; and those contracts require capital.
This kind of investment drives up the expansion cost of AI even further.
Additional investments before going public are equivalent to raising the valuation by another tier.
Power contracts are typically signed for more than ten years.
These assets deliver slow returns but steady cash flow.
Nvidia’s investment checklist this year has already become a very long list.
For crypto, as AI fights for electricity and capital expenditure, it will rewrite the pricing environment for miners and compute rentals.
Where do you think this round of AI infrastructure investment will get bottlenecked first? Let’s discuss in the comments.
👉 电和算力绑一起了
Before Nvidia’s listing on SB Energy, it bought an additional $1.5 billion stake.
Total commitments were pushed up to $3.0 billion.
The company is in the business of providing power and data center infrastructure.
Its reported IPO size is $50 billion.
In August, Huang Renxun made a series of investment moves.
The company said it plans to invest another $18 billion in the current fiscal year.
For the Ohio data center built for OpenAI, Nvidia provides up to $105 billion in financing support.
Power and compute are tied together on the same balance sheet.
Data centers need electricity; electricity requires long-term contracts; and those contracts require capital.
This kind of investment drives up the expansion cost of AI even further.
Additional investments before going public are equivalent to raising the valuation by another tier.
Power contracts are typically signed for more than ten years.
These assets deliver slow returns but steady cash flow.
Nvidia’s investment checklist this year has already become a very long list.
For crypto, as AI fights for electricity and capital expenditure, it will rewrite the pricing environment for miners and compute rentals.
Where do you think this round of AI infrastructure investment will get bottlenecked first? Let’s discuss in the comments.
