Nvidia unfolds its money to secure your position

A mystery I will never have to face: finding a sudden success, what do I do with my piles of cash?

A happy topic here Nvidiawhich transformed over the night From the graphic card manufacturer, mostly obsessed with gamers, who wanted to maximize their graphic settings, to the manufacturer of chips in the center of the boom of artificial intelligence.

In 2023 Nvidia was in a bill that was evaluated as Company Trillion dollars. Two years later, its market capitalization is not $ 2 trillion, not $ 3 trillion, but a $ 4.28 trillion. This is 12 zeros after the first digit.

So – how does the company invest your money for work? Dollar accounts are one of the greatest pleasures in life, but any CEO and the investor who are worth their salts know that cash can drag profits and return.

While Nvidia refrained from receiving splashes, it accepts rates and partnerships with other firms II, making sure they – and the wide industry – continue to develop around it.

On Wednesday he announced a stunning investment of $ 5 billion in his one -time competitor IntelWhat would allow you to cooperate between two chips of chips.

The news also crashed on the same day when Nvidia spent nearly $ 1 billion to hire the CEO of startup II and a license for its technology, and on Tuesday the chip manufacturer submitted $ 11 billion (15 billion) Investing in the UKPart of which will be used to deploy 120,000 Blackwell chips in the country.

Openai and other companies, such as anthropic and Deepseek, started talking to a computer. But “most of the story is equipment,” “Steve Eisman, an investor who called the crisis south, – Note On Thursday at “Squawk Box” CNBC.

This means that Nvidia, if she manages to hold her market leader – a feat that is not guaranteed Modern competition of Chinese chips – You may have to look for more avenues to direct your cash. But what will be a pleasant task.

– Yeo Boon Ping

The Fed Cut the scene for the next weakening of the wave in Asia against the background of trade loads

Asian Central Banks can find more opportunities to facilitate policy after the federal reserve reduces interest rates by a quarter of the interest rate on Wednesday and signal more.

However, the two major Asian economies failed to reduce the rate: China and Japan. For Japan, its Central Bank not only pays rates, but also seeks to increase them because it seeks to normalize its monetary policy. China balances the need to stimulate with the problems of bubble on the stock market, which can repeat the 2015 catastrophe.

– Lim Hui Jie, Anniek Bao