BREAKING: $NVDA eyeing multi-billion dollar stake in Perplexity at $30B+ valuation per The Information.
Jensen's AI war chest keeps growing. After dominating chips, now hunting equity in the infrastructure layer. Perplexity is search reimagined with LLMs—direct threat to Google's moat.
This isn't just capital deployment. It's strategic positioning in the AI stack from silicon to consumer apps. $NVDA printing cash from GPUs, now deploying it to own the entire value chain.
Watch AI infrastructure plays closely. When the picks-and-shovels guy starts buying the mines, it's a signal.
Jensen's AI war chest keeps growing. After dominating chips, now hunting equity in the infrastructure layer. Perplexity is search reimagined with LLMs—direct threat to Google's moat.
This isn't just capital deployment. It's strategic positioning in the AI stack from silicon to consumer apps. $NVDA printing cash from GPUs, now deploying it to own the entire value chain.
Watch AI infrastructure plays closely. When the picks-and-shovels guy starts buying the mines, it's a signal.
