#英伟达弃IPO改私投 AI Compute Buys It More Time
There’s something interesting about this Firmus Grid deal. Nvidia originally backed its Australian IPO, with a valuation of A$30 billion. But less than 48 hours after bookbuilding began, the deal fell apart: investors thought the pricing wasn’t justified and pulled out. Then Nvidia stepped in to discuss an investment of its own—a $2–3 billion private funding round, followed by the construction of compute data centers. Put simply, the market rejected the IPO, and Nvidia said, “No problem, I’ll put up the money.”
The crypto AI sector is benefiting too. $FET is at 0.1974, up 3.4% in 24 hours; $RNDR is at 7.03, up 2.6%; $TAO is at 272, up 1.9%; and FIL is at 1.037, up 1.9%. The gains aren’t huge, but they’re moving in the same direction, which suggests the money hasn’t left.
Here’s the question: the private-round valuation is even more speculative than the IPO, yet Nvidia is still willing to get involved. Do you believe this wave of demand for AI computing power is sustainable, or is it just another hot potato?
There’s something interesting about this Firmus Grid deal. Nvidia originally backed its Australian IPO, with a valuation of A$30 billion. But less than 48 hours after bookbuilding began, the deal fell apart: investors thought the pricing wasn’t justified and pulled out. Then Nvidia stepped in to discuss an investment of its own—a $2–3 billion private funding round, followed by the construction of compute data centers. Put simply, the market rejected the IPO, and Nvidia said, “No problem, I’ll put up the money.”
The crypto AI sector is benefiting too. $FET is at 0.1974, up 3.4% in 24 hours; $RNDR is at 7.03, up 2.6%; $TAO is at 272, up 1.9%; and FIL is at 1.037, up 1.9%. The gains aren’t huge, but they’re moving in the same direction, which suggests the money hasn’t left.
Here’s the question: the private-round valuation is even more speculative than the IPO, yet Nvidia is still willing to get involved. Do you believe this wave of demand for AI computing power is sustainable, or is it just another hot potato?