Nvidia's AI-Investment Bank Faces Wall Street's Reckoning This Week
Investors get their answer on whether Nvidia's deal machine is genius or a circular bet. The chipmaker has pooled a $500 billion GPU-financing program with BlackRock, Apollo, KKR and Blackstone, effectively lending clients the money to buy back its own chips. Wall Street still pencils a ~$92 billion quarter. Yet Nvidia has beaten estimates on every metric for a year and still fallen the next trading day.