Don't call it circular financing. Nvidia doesn't see its efforts to prop up upstarts and bolster key AI players as questionable financial engineering.
Yes, it's true that the beneficiaries of Nvidia's muscular backstops and investments are also its customers. But Nvidia doesn't see the scale of its support as something worthy of suspicion. That's because, the company says, it's building an ecosystem with too many scenarios for Nvidia to win.
A key question from critics of Nvidia concerns the demand for AI components, tools, and infrastructure: Would the growth around AI and the confident projections of future success be attainable without Nvidia's heavy hand?
CFO Colette Kress addressed the criticism head-on during the company's Q2 earnings call on Wednesday.
"We know some will call this circular financing. We see it differently. We are going through a major computing platform shift, the creation of one of the most important technologies in human history, and these are once-in-a-generation companies. Their technology leadership is proven, and their customer traction and usage are skyrocketing."

#NVIDIA #doesn 't #colette #efforts

The red-hot memory chip rally may be back on thanks to Nvidia (NVDA).
"So the price increases [on memory chips] are astronomical. In some cases, you have secured, we call it capacity, but you actually don't know how many you're getting, and at what price," Nvidia CFO Colette Kress told Yahoo Finance moments after the tech giant's earnings call on Thursday.
The memory chip market has tightened considerably as demand for high-bandwidth memory (HBM) and advanced dynamic random-access memory (DRAM) used in AI servers continues to outpace supply.
Companies such as SK Hynix (SKHY), Samsung Electronics (005930.KS), and Micron (MU) have largely sold out their premium AI memory capacity through much of 2026 as customers, including Nvidia (NVDA), Microsoft (MSFT), Amazon (AMZN), and Meta (META), race to build AI infrastructure.
The shortage has pushed memory prices sharply higher and given suppliers greater pricing power after several years of weak industry conditions. Experts expect memory supply to remain constrained into 2027, creating a favorable backdrop for the industry's largest producers.

#memory #NVIDIA #meta #capacity

Olivia Culpo is making comfort a priority during her third trimester by combining loungewear with sleepwear.
On August 8, the model rocked a strappy, cotton tunic and flowy pants in light blue while enduring the L.A. heat wave.
Culpo and her husband Christian McCaffrey share a one-year-old daughter named Colette Annalise McCaffrey.
Olivia Culpo, 34, is prioritizing comfort in her third trimester. On Saturday, the model, who is expecting her second child with her husband Christian McCaffrey, shared an update on her pregnancy style evolution amid a scorching summer heat wave.
"Not sure if this is considered pajamas or day clothes but right now I'm only wearing things that qualify as both," she captioned a mirror selfie on her Instagram Stories. "And this is prettyyyy comfy." Culpo's chic two-piece outfit consisted of flowy cotton pants and a strappy, longline tunic in light blue by ASTR the Label.

#christian #model

The warehouses of computer servers powering artificial intelligence are growing so fast that their electricity appetite is beginning to reshape household budgets.
The CEO of the company supplying most of the hardware in those facilities just laid out a projection that makes the current spending look modest by comparison.
Jensen Huang, who cofounded Nvidia (NVDA) and still runs the company, has told investors across multiple recent earnings calls that he expects global annual data-center capital expenditure to reach $3 trillion to $4 trillion by the end of the decade, CNBC reported.
On Nvidia's first-quarter FY27 earnings call on May 20, Chief Financial Officer Colette Kress said the company expects to reach that target by the end of this decade.
The gap between Huang's projection and what most of Wall Street expects is striking and reveals the extent of disagreement about the trajectory of artificial intelligence spending over the next several years.

NVIDIA Corp. (NASDAQ:NVDA) is one of the top 10 AI stocks that will skyrocket.
On July 1, Nvidia Corp. (NASDAQ:NVDA) disclosed a profit-sharing program developed to give model builders, AI startups, and businesses access to Nvidia's computing framework, without the need for these entities to fund hardware buildouts. Under this arrangement, NVIDIA, in addition to product revenue, will receive a share of cloud revenue based on the capacity it supports, as AI cloud providers deliver NVIDIA-powered solutions to their end users.
In a blog post, the company's Executive Vice President and Chief Financial Officer, Colette Kress, defined income as a repeated, usage-based revenue stream, while noting that it eliminates the need for location selection, building, energy procurement, and hardware installation before accessing hyperscale computing.
Nvidia said that this plan highlights a transition in AI demand from model building towards production inference tasks, needing continuous running of infrastructure at scale. The company also cited that access to high-cost computing resources was restricted historically, even with long-duration commitments.
The move comes as the company faces rising competition from specialized AI chips from cloud providers, including Amazon and Alphabet, which are extending access to in-house processors. Nvidia stock dropped 0.5% in premarket trading on July 2. According to the company statement, the model also intensifies the engagement as compared to ownership stakes in next-generation cloud firms like Nebius and CoreWeave.

Nvidia (NVDA) took its detractors to task during the company's Q3 earnings call on Wednesday, with both CEO Jensen Huang and CFO Colette Kress launching broadsides against investor concerns related to an AI bubble.
Huang didn't dance around the topic, immediately addressing it in his prepared statement and laying out why he believes Nvidia is uniquely positioned to continue leading the AI market.
"There's been a lot of talk about an AI bubble," Huang began his remarks. "From our vantage point, we see something very different. As a reminder, Nvidia is unlike any other accelerator. We excel at